Including Forms in the CMS

FormAssembly Forms in the CMS

To include a form you have created in FormAssembly in your TeamSite in the CMS please follow these steps:

  1. Log into FormAssembly.
  2. From the Welcome Screen click on the form name for the form you wish to include.
  3. On the "Display & Processing" tab (which should appear on the right when you click the form name) scroll down to the section "Your form is publicly available at this address:".
  4. Highlight the URL, right click on the highlighted text and select "Copy". (You may also write the URL down if you would prefer).
  5. Log into the CMS.
  6. Edit the page on which you wish to include the form.
  7. Press the "+" sign from this bar:  to add an element.  When the menu appears select "Web Form".
  8. In the "Web Form" element right click in the "Form URL" area and select paste to place your form's URL.
  9. Click "Finish" at the bottom of the page and regenerate your page.
  10. The form will now be included on that page and you can send the URL for that page to users instead of the direct form link.

CMS Web Guide