Collect Information from Anyone — Without Giving Them System Access
Build branded, secure data-collection forms that external parties can complete from any device. Submissions flow directly into your document management workflow with no manual re-entry.
Many organisations still rely on paper forms, email attachments, and spreadsheets to collect information from clients, vendors, and the public. This creates data silos, delays processing, and introduces transcription errors. Dockria's External Forms let you replace all of these with secure, branded digital forms that anyone can fill out — no account required.
The drag-and-drop form builder makes it easy for any team member to create professional forms in minutes. Choose from nine field types including text, dropdowns, date pickers, checkboxes, and file upload points. Add conditional visibility rules so respondents only see fields relevant to their answers, keeping the experience clean and intuitive.
Share forms via secure links with optional password protection and expiry dates. Every submission enters a review queue where your team can approve, reject, or request corrections before the data enters your document repository. Submitted files are automatically classified, and completed forms can be converted into polished PDF documents for archiving.
From client onboarding packs and vendor registration to incident reports and permit applications, External Forms turn slow, error-prone paper processes into streamlined digital workflows. Version control ensures your team always distributes the latest form, and submission analytics help you identify bottlenecks in your intake process.
Key Benefits
Drag-and-Drop Builder
Create professional forms in minutes with nine field types, conditional visibility, and custom branding — no technical skills needed.
Secure Share Links
Distribute forms via password-protected, expiring links that external parties can access from any device without creating an account.
Submission Review Queue
Review, approve, or request corrections on every submission before data enters your document repository, maintaining quality control.
Automatic PDF Generation
Completed forms are automatically converted into formatted PDF documents for archiving, compliance, and distribution.
Industry Use Cases
Law firms use external forms for client onboarding, collecting identification documents, engagement letter details, and matter-specific information securely.
County governments digitise permit applications, licence renewals, and public complaint submissions, eliminating paper queues.
Banks and insurance companies collect customer documentation for account opening, loan applications, and claims processing through branded portals.
Factories use forms for vendor registration, supplier quality questionnaires, and incident report submissions from field teams.
Related Features
See How This Feature Applies to Your Industry
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