> ## Documentation Index
> Fetch the complete documentation index at: https://docs.featpaper.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set Up a Lead Form

> Learn how to set up a lead form that collects visitor information before they access your document.

## 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.

<Warning>
  To apply a lead form to documents shared from your workspace (space links), you **must set it up per document in the Motion Editor**. Space-level lead form settings do not apply to space links.
</Warning>

***

## Adding a Lead Form

<Steps>
  <Step title="Open the Motion Editor">
    From the document detail page, click the **Edit document** button to open the Motion Editor.
  </Step>

  <Step title="Click Add Leadform">
    In the left sidebar, click the **Add Leadform** button to create a lead form.
  </Step>
</Steps>

***

## 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.

<Frame caption="Adjust the lead form marker position in the left page list">
  <img src="https://mintcdn.com/featcorp-f1a59635/_8Yj-KAYzbqZmNzF/images/en/motion-editor-leadform-marker.png?fit=max&auto=format&n=_8Yj-KAYzbqZmNzF&q=85&s=f3f6d60d7ca8e1c9e5139904e5aa61c4" alt="Lead form position marker screenshot" width="546" height="845" data-path="images/en/motion-editor-leadform-marker.png" />
</Frame>

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.

***

## Configuring the Form

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

<Frame caption="Lead form settings panel in the Motion Editor">
  <img src="https://mintcdn.com/featcorp-f1a59635/_8Yj-KAYzbqZmNzF/images/en/motion-editor-leadform.png?fit=max&auto=format&n=_8Yj-KAYzbqZmNzF&q=85&s=c09fb8e3a67d7fed369f07dfd0757b82" alt="Lead form settings screen screenshot" width="845" height="900" data-path="images/en/motion-editor-leadform.png" />
</Frame>

### Load from Templates

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

<Frame caption="Lead form settings panel in the Space setting">
  <img src="https://mintcdn.com/featcorp-f1a59635/_8Yj-KAYzbqZmNzF/images/en/lead-form.png?fit=max&auto=format&n=_8Yj-KAYzbqZmNzF&q=85&s=105b8b01f3a02d64025b1bce27edf690" alt="Lead form settings screen screenshot" width="845" height="858" data-path="images/en/lead-form.png" />
</Frame>

### 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.

### Adding Fields

You can add the following field types:

<Frame caption="Configure email, text, checkbox, and radio fields in the field area">
  <img src="https://mintcdn.com/featcorp-f1a59635/_8Yj-KAYzbqZmNzF/images/en/lead-form-fields.png?fit=max&auto=format&n=_8Yj-KAYzbqZmNzF&q=85&s=9c2d34c3eac5c0a27c5aa8d026173643" alt="Lead form field settings screenshot" width="832" height="728" data-path="images/en/lead-form-fields.png" />
</Frame>

| Field Type   | Description                                                            |
| ------------ | ---------------------------------------------------------------------- |
| **Email**    | Collects an email address. Format validation is applied automatically. |
| **Text**     | Collects free-form text such as name or company.                       |
| **Checkbox** | Allows selecting multiple options, useful for consent items.           |
| **Radio**    | Allows selecting one option from multiple choices.                     |

### Required Field Setting

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

### Agreement Text

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

***

## 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**.

<Frame caption="This is the lead form visitors see in the viewer">
  <img src="https://mintcdn.com/featcorp-f1a59635/_8Yj-KAYzbqZmNzF/images/en/lead-form-viewer.png?fit=max&auto=format&n=_8Yj-KAYzbqZmNzF&q=85&s=f687cbca62d4096bb2234b5dcb80a203" alt="Viewer lead form screenshot" width="676" height="900" data-path="images/en/lead-form-viewer.png" />
</Frame>

<Note>
  Collected information can be reviewed on the document analytics page.
</Note>

***

## 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.

<Warning>
  Deleting a lead form does not remove data that has already been collected.
</Warning>