Getting started
Set up your firm, build your first form and send your first report.
Start here
- Welcome to OneFormWhat OneForm does for your firm, how a form becomes a report, and where to find everything.
- Set up your firmThe first-run setup, step by step, and the checklist that keeps track of what's left.
- From your first form to your first reportBuild a form, publish it, fill it in yourself, then review and send the report OneFormAI drafts from your answers.
Find your way around
- Find your way aroundThe menu, the Create button, the bar at the top right and your dashboard, and what each one is for.
- Sample formsThe ready-made sample forms every firm gets, how to see them, make one your own, or remove them all.
- Use OneForm on your phoneWhere the menu, search, notifications and your tokens are on a phone, and how to edit a form on a small screen.
- Search and keyboard shortcutsFind any form, client, report or setting with ⌘K, and move around OneForm without the mouse.
- Sign in to OneFormSign in with an email link, a password, Google or Microsoft, and how OneForm keeps your sign-in safe.