Product · How-to guides
VisibleForms How-To Guides
Step-by-step walkthroughs: upload a document, review the AI-built form, customize it, and share it.
These are the practical, screenshot-level guides to using VisibleForms. Each one walks a specific task end to end: converting your first PDF, fixing a field the AI mislabeled, adding conditional logic, or publishing the form and collecting submissions. If you learn by doing, start here with a real document of your own.
Who this is for
- First-time users converting a document today
- Teammates being onboarded onto VisibleForms
- Anyone stuck mid-task who wants the exact steps
Key things to know
Bring a real document
The guides work best followed along with one of your own forms rather than a sample.
Review is part of the flow
Every guide includes the review step: conversion is fast precisely because you confirm the result.
Share is the finish line
A form is not done until it is a link in someone’s hands. The guides end there on purpose.
Quick answers
How do I convert my first document?
Sign in at app.visibleforms.com/signin, upload your PDF, Word document, or scan, and the AI builds the form. Review the detected fields, adjust anything, and publish to get your shareable link.
Can I edit the form after the AI builds it?
Yes. The AI output is a fully editable form: rename fields, change types, add or remove questions, and reorder sections before you publish.