Docs Registration & Forms Registration Form Builder

Registration Form Builder

Accessing the Form Builder

Go to ToolDocs → Forms → Editor. Use the dropdown to switch between two form types:

  • Document Registration — the standard registration form
  • Whitelist Registration — the form for whitelist approval requests

Each form type has its own independent set of fields.

Default Fields

Both forms start with three default fields: First Name, Last Name, and Email. If you’re using WordPress authentication mode, a Password field is automatically added to the document registration form.

Adding Fields

Add custom fields to capture the information that matters to your use case. Available field types include text, email, password, select (dropdown), textarea, and more. For each field you can configure:

  • Field Label — the display label visitors see
  • Required/Optional — whether the field must be completed
  • Field Order — drag and drop to reorder
  • Options — for dropdowns and radio buttons, define the selectable values

Viewing Submissions

All submitted form data is stored and accessible via ToolDocs → Forms → Submissions. You can filter by form type, view individual submissions, and export the data to a spreadsheet.

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