Getting started
User guide
- Settings
- Form sets
- Containers
- Controls
- SharePoint fields
- Common fields
- JavaScript
- CSS
- SharePoint form panel
- SharePoint web parts
- Microsoft Teams tab
- Forms versioning
Provisioning forms
Examples
- Ticket management system
- Dynamic form for a user group
- Conference room reservation system
- Discussion within a SharePoint form
- Version history within a SharePoint form
- Organize related docs in libraries and folders
- Duplicate item button for List or Library
- Move new form page to another location
General
- YouTube
- Licensing
- Manage subscription
- Billing and payments
- Privacy policy
- Data protection and security
- Version history (Microsoft 365)
- Version history (SharePoint 2019/SE)
Multilingual support
Navigation between forms
- Generate a link to a SharePoint form
- Redirect user after form submission
- Open edit form by default for a user group
- Open form in a dialog
Generating PDF documents
- Save SharePoint form as PDF
- Generate PDF from DOCX template with Plumsail Processes
- Generate PDF from DOCX template with Word Online (Business)
Integration with Power Automate
Data protection and security in SharePoint Forms
Privacy Policy
Please find general information about privacy protection in the Plumsail Forms Privacy Policy.
Application security
We take your safety seriously, so everything from design to deployment is done according to the highest security standards. Our source code repositories are regularly scanned for security issues and our network is protected by a firewall.
We have a QA department that reviews and tests our code for any security vulnerabilities. We perform testing in an environment separate from production. We do not use customer data during testing.
Also, we are using IDS technologies to monitor our network for malicious activity or policy violations.
Data security
Plumsail Forms collects very little information about customers - only SharePoint Online domain name (for SharePoint License) and Plumsail Account email are required for license validation.
After installing Plumsail Forms, application logs from the system are the only data we gather from you.
All the data submitted in SharePoint Forms, including attachments, is sent directly to SharePoint.
Business transactions
We protect your billing information. All transactions are processed through secure encryption, and sensitive data are transmitted, stored, and processed on the PCI DSS network.
Physical security
Plumsail Forms hosts all internal data in Microsoft Azure which data centers have been tested for security, availability, and business continuity. For more information, take a look at this link. A disaster recovery program ensures that our services will be available or are easily recoverable in the case of any catastrophe.
GDPR
Plumsail prioritizes customer trust. We know that customer data is important to our customers’ values and operations. That is why we keep it private and safe. This section describes our actions to comply with General Data Protection Regulation (“GDPR”), which becomes enforceable on May 25, 2018.
Information that we collect about you as a customer is described in our general privacy policy. You, as a customer, have rights and ability to:
Access your personal data
Correct errors in their personal data
Erase your personal data
Object to processing of your personal data
Export personal data
If you select European data center when creating a Plumsail Account, all the data will be stored inside the European Union.
All data that we process is properly protected and encrypted as described in our Data security and privacy policies.
Plumsail is implementing necessary data breaches notifications for relevant supervisory authorities and data subjects in accordance with GDPR timeframes.
Compliance Certifications
Azure data center is certified for ISO 27001, SOC I, II AND III, HIPPA, and FedRAMP compliance. Visit Azure trust center.
Get in touch with us
If you have any questions about our security policy, please, feel free to drop a line at support@plumsail.com.