Create and set up your workspace
How it works
Create workspaces to work across multiple workspaces/clients without having to log in and log out and collaborate with other people on building and managing your formlis. Add branding
Setup Guide
To access your active workspaces, simply open the dropdown list on the left-hand side panel. Click on the workspace name to switch between workspaces.
How to create new workspace
- Open dropdown list of your workspaces.
- Click on
Manage Workspacesbutton. - Click on
New Workspacebutton - Add “Name” for your new workspace (you can change it later). Click on
Create Workspacebutton to save. - Your workspace is added to the list. Click on it to access and use it!
Workspace settings
General
To change your Workspace name, follow these steps:
- Put the cursor in the field.
- Start editing the field.
- Click on the
Savebutton to save your changes.
Team
From this section, you can invite new members by entering their email addresses. You can also manage the existing team members, such as changing their roles or removing them from the workspace.
You can also check status of sent invites. This helps you keep track of who has access to your workspace and who needs to be reminded to accept the invitation. For more detailed guide please check here.
Fonts
Upload your custom font files to match your design guidelines. In this section, you can add new fonts and check the settings of already installed fonts. For a detailed guide, please refer to this link.
Colors
Add your brand color palette to your workspace and use it across all of your forms. For a detailed guide, click here.
Branding
Add your company information to be used as custom branding on the forms and in emails. See the guide here
Templates
You can create email templates for each workspace or customize the existing ones.
Integrations
The Integration section allows you to manage connections to othe services, such as Facebook Pixel, Google Tag Manager, Stripe and HubSpot. You can also generate API tokens to access Formli API.
Domains
In this section, you can manage your domains and authorized origins. To learn how to set up web and email domains, see the link. Authorized origins are required to collect files through your embedded forms—learn more here.
Billing plans
You can view your current billing plan and make changes to it. Under the Billing overview, you can find information about the date when the billing cycle resets and how much of your plan you have used.
