> ## Documentation Index
> Fetch the complete documentation index at: https://docs.penbox.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Build your first form in Penbox

> Create a form template in Penbox to collect information and documents from your clients.

In Penbox, you will often need to send forms to collect information and documents from your clients.

A form in Penbox contains questions organised into sections. You can make some questions mandatory and others optional. Around the form itself, we recommend setting up notifications toward the person filling in the form (**notifications to contact**) and notifications toward yourself — the person responsible for the form (**notifications to team**).

## Build your form

<Steps>
  <Step title="Open your workspace">
    Go to your Penbox workspace.
  </Step>

  <Step title="Go to Templates">
    Click **Templates** in the left-hand navigation.
  </Step>

  <Step title="Open Forms">
    Click **Forms**.
  </Step>

  <Step title="Create a new template">
    Click **Create template**.

    <Frame>
      <img src="https://mintcdn.com/penbox/4g0DFtTIifEFgBRm/images/Screenshot-2026-06-04-at-15.20.27.png?fit=max&auto=format&n=4g0DFtTIifEFgBRm&q=85&s=5dfe8160cd5a72f81fafde7bbd2cd7d5" alt="Screenshot 2026 06 04 At 15 20 27" title="Screenshot 2026 06 04 At 15 20 27" className="mx-auto" width="2850" height="660" data-path="images/Screenshot-2026-06-04-at-15.20.27.png" />
    </Frame>
  </Step>

  <Step title="Name your form">
    Choose a name for your form, then click **"Create a form"**.
  </Step>

  <Step title="Open the Assistant">
    Start building your form with the help of the Penbox Agent by clicking **Assistant**.
  </Step>

  <Step title="Describe your form">
    In the chat, describe the form you want the assistant to build for you — or upload a PDF of an existing form you want to digitalise.

    <Frame>
      <img src="https://mintcdn.com/penbox/4g0DFtTIifEFgBRm/images/Screenshot-2026-06-04-at-15.21.43.png?fit=max&auto=format&n=4g0DFtTIifEFgBRm&q=85&s=a72559b98058c5fbf2b72b805d83d2ae" alt="Screenshot 2026 06 04 At 15 21 43" title="Screenshot 2026 06 04 At 15 21 43" className="mx-auto" width="2454" height="1146" data-path="images/Screenshot-2026-06-04-at-15.21.43.png" />
    </Frame>
  </Step>

  <Step title="Review and undo if needed">
    The assistant will describe each action it takes in the form. If any action does not suit you, click **Undo** next to that action.
  </Step>

  <Step title="Iterate until it's right">
    Go back and forth with the assistant in the chat until the form matches your needs 100%.
  </Step>

  <Step title="Check all tabs">
    Browse through all the form tabs — **Welcome page**, **Form**, **Completion page**, **Notifications to contact**, and **Notifications to team** — to verify the result.

    <Frame>
      <img src="https://mintcdn.com/penbox/4g0DFtTIifEFgBRm/images/Screenshot-2026-06-04-at-15.22.26.png?fit=max&auto=format&n=4g0DFtTIifEFgBRm&q=85&s=04e70b1278a945a769fbcf59aa3b0011" alt="Screenshot 2026 06 04 At 15 22 26" width="1762" height="1086" data-path="images/Screenshot-2026-06-04-at-15.22.26.png" />
    </Frame>

    <Tip>
      Make sure notifications are set up both for the contact (the person filling in the form) and for the team (the person who sent the form). This ensures everyone stays informed throughout the process.
    </Tip>
  </Step>

  <Step title="Publish">
    Once you are happy with the result, click **Publish**.
  </Step>
</Steps>

You have just created the first version of your form. It is now ready to be sent.

***

## What's next?

<CardGroup cols={2}>
  <Card title="Form Notifications" icon="bell" href="/forms/notifications">
    Configure the invitation and reminder emails your contacts receive.
  </Card>

  <Card title="Form Templates" icon="file-lines" href="/forms/form-templates">
    Learn more about how form templates work in Penbox.
  </Card>
</CardGroup>
