Create an Encrypted Form

This article will show you how to create an encrypted form in the Form Center.

Important Notes:

• You must have an existing encrypted category to create an encrypted form. If you do not have an existing category, please refer to our Create an Encrypted Category article.

• Encrypted categories and forms can never be changed to unencrypted and vice versa.

• Multiple fields are disabled within the form based on encryption requirements.

Who can use this feature?

System Administrator | Owner | Publisher | Author

Note:

Authors cannot publish forms.

Instructions

1. Go to Modules > Content > Form Center

2. Select an encrypted form category to create your form in

3. Click Add Form

4. Fill in the fields
   

   • Name (required): Enter the form name

   • Description: Provide a brief description of the form

   • Type: Select Regular or ePayment

     • For ePayment, view our ePayment form setup instructions

     • For Regular, proceed with these instructions

   • Submit Option: Select Submit, Print, Submit, and Print

     Note:

     Submit and Print just means the user has the ability to submit or print; there is no way to force a user to always submit and then print afterward.

   • Confirmation Page: Choose for the system to direct the user to a specific confirmation page

   • User Access: Select users that can view submissions for this form. Only System Administrators can update this field.

     Note:

     Only users specified in the User Access field will be able to unencrypt submissions. These users must already be set up in User Administration.

   • Submit To: Type in the email address(es) the form will submit to, separating each email with a comma.

     Note:

     To be able to unencrypt and view submissions, the users will also need to be listed in the User Access field.

     If you do not have an email address here, ensure that you have a Default Email Address in Form Center Properties. If you do not enter any email addresses and do not have a default email address, submitted forms may go unnoticed. Form submissions will not be sent to the default email address in Default Email Address in Form Center Properties.

   • Force Login: Set to require a user to log in before they can access the form

   • Enable ReCaptcha: Requires users to select a checkbox prior to the form's submission

     Note:

     This option is required for encrypted forms and cannot be turned off.

   • Require SSL: This form must be submitted over a secure connection.

     Note:

     This option is required for encrypted forms and cannot be turned off.

   • Save to Database: Select to make submissions for this form viewable within the module.

   • Receive Email Copy: Allow users to email a copy of the form submission

     Note:

     This option is turned off for encrypted forms. Submissions can only be accessed within the Form Center.

   • Display: Leave blank to make this form available upon publishing

     • If a Start Date is entered, the form will become available on that date. The form will show as pending until the date has passed.

     • If an End Date is entered, the form will become inaccessible on that date.

   • Field Area: Drag-and-drop field types and sets onto your field area

5. Select a Saving option

   • Save: Saves your changes, does not become publicly viewable

   • Save and Submit (Authors only): Saves work and submits to a Publisher, Owner, or System Admin for review

   • Save and Publish: Saves your changes, category becomes publicly viewable