Getting Started

Create Your Account

Sign up for FileThis.io free. No credit card required. You'll have access to all features immediately, including the form builder, PDF generation, digital signatures, and more.

Create Your First Project

After logging in, you'll see your dashboard with your private organization. Create a new project to organize related forms together. Projects help you group forms by client, department, purpose, or any organizational structure that makes sense for your workflow.

💡 Tip: Name projects clearly (e.g., "Client A Forms", "HR Documentation", "2024 Contracts") to keep everything organized from the start. You can always reorganize later using folders.

Build Your Form

Click "New File" in your project to open the form builder. Use FileThis.io's intuitive drag-and-drop editor to build your form. Drag elements from the elements panel onto your canvas—headings, paragraphs, images, form fields, tables, containers, and more. Arrange and style everything visually with real-time preview that matches your final PDF output.

💡 Tip: Start with headings and paragraphs to structure your form, then add form fields (text inputs, signatures, etc.) where you need input from recipients. Use containers to group related elements and tables for structured data.

Configure File Settings and Versions

Use the dashboard icon row next to your file: the gear icon opens file settings (access, output format, completion requirements, etc.). Use the version icon to manage form versions: create a draft, publish a version, or set which published version is current. Share links only work when the form has a current published version, so publish a version when you're ready for recipients to fill out the form.

💡 Tip: Edit your form in the builder, then open Version management and publish a version (or create a draft, edit, then publish). Use password protection on share links for semi-private forms or require login for member-only forms.

Share and Collect Submissions

Once you have a current published version, use the share-link icon on the dashboard to create a shareable link and send it to recipients. They can complete the form, sign if required, and submit their responses. Each submission is tied to the form version that was live at submit time. You can view all submissions, export data, and generate PDF copies from your dashboard.

💡 Tip: Test your form yourself first using the share link to ensure everything works as expected, fields are clear, and the form flows logically before sending to clients or recipients.