Wherever you are on your journey from paper to digital, Droplet gives you the power to take the lead in creating your forms and workflows. Our platform is designed to put you in control, so you can tailor every form and workflow to your specific needs.
By building your own forms, you gain full control over the process, ensuring that every detail aligns with your organization’s goals. And while you’re in the driver’s seat, we’re here to support you with a wide range of resources. From step-by-step documentation and help videos to live training sessions and Open Office Hours, we’ve got you covered. Need a little extra help? We also offer specialized paid training to enhance your skills.
Remember, building forms with Droplet is more than just going digital — it’s a chance to rethink and simplify your systems, making life easier for everyone involved. Whether you’re starting from scratch or refining existing workflows, Droplet is here to help you focus on what matters most: creating a seamless experience for everyone who interacts with your forms.
Let’s get started. Your forms are waiting to be built, and we’re here to help you every step of the way!
Droplet Terms Glossary
Form
A form is a collection of fields where users enter information. It’s designed to collect and store data in Droplet’s application, making it easy for you to access and use.
Field or Component
This is what users interact with when filling out a form. Fields or components can be text boxes, dropdowns, checkboxes, tables, document uploaders, signatures, and more.
Layout
The layout refers to how fields are grouped and presented to users at each step of the workflow. It shapes the user experience as they move through the form.
Submission
After filling out a form, the user clicks the Submit button, completing their part of the process. This action generates a submission, which is a filled-out version of the form that moves to the next step in the workflow.
Workflow
A workflow is a series of steps that a submission follows after someone clicks submit or reject. It assigns tasks to one user at a time and moves in a linear sequence.
Step
A step is an action point in the workflow where a specific individual needs to do something, like entering more information or approving the submission. Each step can have its own unique layout for the assigned user to interact with.
Step Assignee
The step assignee is the person responsible for completing the required action at a specific step in the workflow. While each step can only have one assignee, who that person is may vary depending on the information selected in the form (e.g., Person A approves for Location 1, Person B for Location 2).
Custom Notification
A custom notification is an email sent at a specific step in the workflow, often including a read-only link to view the submission.
Assignment Notification
An assignment notification is an email alert sent to the step assignee, providing a link for them to take action on the submission.