The AI Form Builder lets you design and publish secure web forms backed by the SendSafely Dropzone. Forms are generated by an AI agent from a plain-English description — no coding required. Once published, your form lives at https://<your-tenant>/forms/<slug> and every submission is encrypted end-to-end before being delivered to the recipients on your Dropzone.
This document covers what the AI Form Builder is, what you get out of the box, and the fastest path from zero to a published, working form. For a detailed walkthroughs of the form builder, read the User Guide.
By default, every form the assistant produces includes:
- All required fields with proper validation
- Real-time format enforcement for masked fields (date, phone, etc.)
- A file-upload section backed by the SendSafely Dropzone Widget
- Your tenant logo at the top
- A form title (matches the assistant's chosen or your supplied name)
- Submit button with a loading spinner during submission
- A success confirmation screen with a submission ID
- "Secured with SendSafely" badge at the bottom
- Responsive styling
Submissions flow through your Dropzone, so they inherit your Dropzone's recipients, expiration window, file-extension whitelist, watermarking, view-only mode, and notification settings.
Dropzone settings that affect every form
Anything you build with the AI Form Builder rides on top of your Dropzone settings. Configure these once on the Dropzone page:
| Setting | Purpose |
|---|---|
| Recipients | Email addresses that receive submissions. You're added automatically; add teammates by typing an email and clicking Add a Recipient. |
| Expiration (days) | How long submitted items are accessible. Default 30. Change via Change Expiration. |
| Only allow files with certain extensions | Whitelist a comma-separated list of allowed file types. |
| Restrict File Download (view only) | PDFs and images can be viewed in-browser but not downloaded. Other allowed extensions still download. |
| Watermark files with recipient email | Adds a per-recipient watermark to PDFs and images. |
| Notification Settings | One of: Do not notify, Notify recipients via email (default), or Use a Webhook. |
Quick Start
The fast path from zero to a public form:
- Open Form Builder — (Linked from the drop down menu below your initials in the top right corner of the screen). If you dont see this option listed, you may not have access to this feaure.
- Choose a template, or leave Start from scratch selected and press Build with AI.
- Describe your form input requirements and styling. The AI assistant will ask follow-ups before generating.
- Preview and test the form. Fill out the form, attach a file, hit Submit. Confirm a package was created on your Dropzone, the success dialog appeared, and the secure message contains every field's name/value pair. Fix any structural issues before iterating on styling.
- Iterate via chat — describe any changes; the assistant regenerates.
- Click Save Form. After saving the form, you can rename it and customize the URL
- Toggle Status to Live once you are ready to start using the form with outside users.
-
Share the URL — anyone with the
/forms/<slug>URL can now submit. If you need a per-submission reference for your dropzone connector (case number, ticket ID), append it as path info:/forms/<slug>/<reference>.
Where to go next
- For detailed coverage of every form builder option, see the User Guide.
- For common pitfalls and troubleshooting see Tips and Troubleshooting.
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