Installation of Plumsail Forms for SharePoint Online (Microsoft 365)

Plumsail Account

Plumsail Forms product uses our service called Plumsail Account. Using Plumsail Account, you can manage your subscriptions for both Forms for SharePoint Online and Public Web Forms. It also stores all your Public Web Forms.

Create a new account or log in to an existing one to get started.

Bind SharePoint tenant to Plumsail Account

In order to bind your SharePoint tenant to Plumsail account, you need to be logged in to Office 365.

After you sign in to Plumsail Account, please do the following:

• Select the Forms product:

  

• Go to Subscriptions tab and click + Add tenant:

  

• Enter your SharePoint tenant, for example: contoso.sharepoint.com:

  

• Plumsail Forms for SharePoint Online requires enabling custom scripts to function properly. You have two options:

  • Check Grant permissions for enabling scripting capabilities checkbox to allow the app to activate scripting capabilities on the target site for you.

    Note

    This requires a tenant administrator account.

  • Uncheck the checkbox and enable scripting capabilities manually.

• Lastly, click the Add button.

Once you’ve bound your SharePoint domain to Plumsail Account, you will see the subscription status and its expiration date:

Install app package to your tenant

Get the Plumsail Forms app from Microsoft AppSource and enable it for all sites within your organization:

Download designer and start designing forms for SharePoint

The final step is to install the desktop designer.

Open the Forms home page, download the installer, and run it on your machine:

After installing the software, you’re ready to design modern forms for any list or library within your SharePoint tenant!

Find more in the How to design Modern SharePoint Forms article.