Welcome someone new
Give clients, families, or volunteers one place to complete the details and paperwork you need.
- Contact details
- Supporting documents
- Signed acknowledgements
Secure form collection
A better way to ask.A clearer way to collect.
Build a form people can work through, collect the documents that go with it, and give your team an organized handoff. Explore a single workflow for answers, uploads, and signatures.
Choose General use / no PHI during setup. No BAA is required for that choice.
Your organizationExample
Let’s get you started.
A few details. The right documents. All together.
- Your name
- Alex Morgan
- What can we help with?
- New client onboarding
Supporting document.pdfAdded to your response
SignatureAlex Morgan
Review your answers before submitting
Google Drive destinationClient onboarding
No respondent Google loginAnswers, uploads & signaturesGoogle Drive delivery
Ways to use it
For the work that starts with a form.
Example workflows to explore with your team.
Collect a complete application
Put questions and required files side by side so people know what to send before your team reviews it.
- Program applications
- Enrollment packets
- Document checklists
Make a repeatable request
Save your form and reuse it when the next person, project, or program comes along.
- Client questionnaires
- Vendor information
- Periodic updates
Let the form fit the task
One question.
One page. Or a few.
A quick request and a detailed application deserve different formats. Choose the layout that suits your questions.
Try the layoutsOne at a timeRoom to focus
Single pageThe whole picture
Multiple pagesA little structure
From request to review
The form is just the beginning.
- 01
Build around your questions
Choose fields, add instructions and file requests, and include signature fields where needed. Where enabled for your workspace, conditional visibility can show relevant follow-up questions.
- 02
Choose how to share
Send a personal request with an access code, or publish a reusable form link for an open application or registration workflow.
- 03
Give your team the handoff
Uploaded files are scanned before delivery. Receive clean files and a generated PDF summary in your configured Google Drive folder.
Choose the right access
An open invitation.
Or a personal request.
Match the way you share to the information you are asking for.
Read the security overviewPublic form links
A reusable starting point for new applications or inquiries. Share the link directly or link to it from your site. Public links accept new responses without an access-code gate.
Protected individual requests
For a known recipient, send a request link and a separate access code. Keep the requested questions, documents, and signatures together in one packet.
Files are staged privately and scanned before delivery. Your team controls the permissions of the destination folder.
Before you begin
A few practical answers.
Is this only for healthcare or ABA?
No. Businesses, schools, and nonprofits can use the form tools for general questions, uploads, and signatures. Choose General use / no PHI during setup for workflows that do not handle protected health information; a BAA is not required. Healthcare workflows keep the BAA requirement.
How does this compare with Typeform?
Consider PHI Uploader when your form is the start of a document collection workflow: you need supporting files, signed responses, reusable packets, and delivery to Google Drive. You can present one question at a time, a single page, or multiple pages. Our Typeform comparison walks through the fit of each product.
Do people need a Google account to respond?
No. Respondents use the form or request link in their browser. Your team connects the Google Drive destination; respondents do not sign in to Google to upload their files.
Are public forms protected by an access code?
A public form link is intended to accept new responses from people who have the link; it is not an access-code gate. Use an individual protected request when you need a separate access code for the recipient.
What does setup involve for a non-healthcare team?
Create your workspace, secure your account, and choose General use / no PHI during setup if your forms will not collect protected health information. No BAA is required for that choice. Connect your Google Drive destination, save a form, and complete activation. Healthcare customers choose Healthcare / PHI and must complete the current BAA and required setup before collecting PHI.
Get started
Build the form your team needs next.
Create your workspace, choose healthcare or general use, and set up the forms and destination your team needs.