Who can create content collection forms?
👨👩👧👦 Supported on any Air plan
✏️ Anyone that has access to edit workspace or board
Use forms to collect content from people external to your workspace. This simplifies gathering assets and information from external sources, streamlining your workflow.
Creating a form
Head to the board you would like the content uploaded to
Select the '+ Add' button in the top right
Select Collect Content
Select Create form
Set up your form with the permissions and custom fields you want to use
Customize the form name if desired
Add a description to provide helpful guidance to form visitors on what to submit with the form
Toggle on
Require Name & Email address to submitto require the submitter's name and email address prior to submissionToggle on
Organize submissions into sub-boardsto preserve folder structure from submitted content.Apply desired custom fields to the form; only applied fields will be visible.
Set custom fields as optional or required.
Copy and share the generated link with the folks you want to use it
Previewing a form link
Head to the board connected to the form link you want to preview
Select the '+ Add' button in the top right
Select Collect Content
Select the edit menu button (three dots) for the form URL
Select 'Preview link' to open the form link in a new tab on your web browser
Deleting a form link
Head to the board connected to the form link you want to delete
Select the '+ Add' button in the top right
Select Collect Content
Select the edit menu button (three dots) for the form URL
Select 'Delete link'
Confirm deletion by selecting 'Delete link'
Generating a new form link
Head to the board connected to the form link you want to regenerate
Select the '+ Add' button in the top right
Select Collect Content
Select the edit menu button (three dots) for the form URL
Select 'Generate a new link'
Confirm link regeneration by selecting 'Generate new link'
Sending a content collection form to someone new to Air? Share Air's handy step-by-step instructions too!