Set Up a Lead Form

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What Is a Lead Form?

A lead form is a form that viewers must fill out before accessing a document. You can collect visitor information such as names and email addresses and manage it alongside document analytics data.

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Adding a Lead Form

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Setting the Form Position

The lead form marker appears between page thumbnails in the left sidebar. Drag the marker to move it between the desired pages. The form is displayed to viewers before the page following the marker position. For example, if you place the marker between pages 3 and 4, the form appears when the viewer navigates to page 4.

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Configuring the Form

Selecting the lead form opens a settings panel on the right side.

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Load from Templates

You can load lead form templates saved in your space. Saving frequently used form configurations as templates makes repeated setup convenient.

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Title and Description

• Title: Enter the title displayed at the top of the form.
• Description: Enter a purpose statement or instruction text for the form.

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Adding Fields

You can add the following field types:

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Required Field Setting

Toggle the required setting on a field to make it mandatory for viewers to fill in.

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Agreement Text

You can add legal text such as consent for personal data collection.

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Viewer Experience

When a viewer opens a document with a lead form, the form is displayed at the configured position. The viewer must complete the form to access the subsequent pages.

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Deleting a Form

Select the lead form marker in the left sidebar and delete it to remove the form. Click SAVE & EXIT to save your changes after deletion.