PasaForm

How to documents

Use PasaForm with confidence

A practical guide for workspace owners, admins, editors, viewers, and form respondents.

Privacy first

PasaForm public forms can show a privacy notice, terms, and a required consent checkbox before submission. Review privacy settings before publishing every form, especially if the form collects names, contact details, IDs, files, or sensitive context.

Get started

Use workspaces to keep teams, forms, and submissions separate.

  1. 1

    Log in

    Open PasaForm and sign in with the email and password your workspace owner or admin gave you.

  2. 2

    Choose a workspace

    Use the workspace switcher in the header. Each workspace has its own users, forms, submissions, branding, and privacy settings.

  3. 3

    Check your role

    Your role controls what you can do. Owners manage everything, admins manage most workspace work, editors build forms, and viewers review forms and submissions.

Create and publish a form

Owners, admins, and editors can create forms.

  1. 1

    Create the form

    Open the workspace, go to Forms, then create a form with a title, description, button label, success message, required label, and file label.

  2. 2

    Build the fields

    Use the Form Builder to add text, email, number, date, time, select, checkbox, file, label, help text, and formula fields.

  3. 3

    Review privacy

    Open the Privacy tab and confirm the notice, terms, and consent checkbox match the purpose of the form.

  4. 4

    Publish

    Publish only when the structure, theme, privacy copy, and public link are ready for submitters.

Manage submissions

Submissions are stored inside the workspace that owns the form.

Open a form and choose Submissions to review responses.
Use search and table controls to narrow the submission list.
Download uploaded files from the submission table when your role allows access.
Export submission data for reporting or review.

Manage workspace users

Owners and admins can manage workspace access from the Users page inside a workspace.

OWNER

Full workspace access, including users, branding, forms, submissions, and workspace deletion.

ADMIN

Can manage users and forms, but cannot delete the workspace.

EDITOR

Can create and edit forms. Editors can delete only forms they created.

VIEWER

Can view workspace forms and submissions without editing.

Need the FAQ or privacy overview?

Read the FAQs for quick answers, or the privacy overview for a plain-language data handling summary.