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To get the best experience in Penbox from day one, we recommend completing the following settings in your newly created workspace. Go to Settings in your workspace, then work through each tab below.

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Information

In the Information tab:
  • Company name: verify and update it if necessary.
  • Website: verify and update your company website. This is useful for redirecting your clients to your site at the end of a form.
  • Phone number and general email address: verify and update these. They are typically used in certain form signatures.

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Members

In the Members tab, invite your teammates to join your workspace:
1

Invite a new member

Click Invite member.
2

Fill in their details

Enter their email address, first name, and last name (all required).
3

Assign a role

Choose the role you want to assign to them.
4

Set template permissions

Choose whether to give them access to edit case templates and form templates.
5

Send the invitation

Click Send.

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Branding

In the Branding tab, define your visual identity to improve the experience for your clients:
  • Upload your logo, icon, and favicon.

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Domains

In the Domains tab, configure where your forms are hosted and from which address your emails are sent.
We strongly recommend configuring your own domain rather than using Penbox’s default domain. Your clients will trust an email from an address they recognise, and will feel more comfortable navigating a form hosted on your own domain.
1

Set your form hosting domain

Define the domain on which your forms will be hosted.
2

Set your email sending domain

Define the domain from which your emails will be sent.
3

Share the instructions

Click Share to retrieve the configuration instructions to send to your domain administrator.
4

Verify the connection

Once your domain administrator confirms the changes are done, click Verify and make sure all statuses show as Connected.

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What’s next?

Build your first form

Create your first form template in Penbox.

Members

Learn more about roles and permissions in your workspace.