SharePoint Online Installation (Office365)

Video Guide

You can follow the instruction or watch a video guide here:

First step - Register a Plumsail Account

Plumsail Forms product uses our service called Plumsail Account. Using Plumsail Account you can manage your licenses - for both Modern SharePoint and Public Web Forms, and it also stores all your Public Web Forms.

Register

You can register by filling out Plumsail Account registration form.

Sign in

You can log in by going to the Plumsail Account login page and entering your login and password. Make sure you've registered first.

Plumsail Forms for SharePoint Online

Bind your SharePoint tenant to your Account

In order to bind your SharePoint tenant to Plumsail account, you need to be logged in to Office365.

Note

This is only necessary for installation and we are not storing or using your credentials in any way, only to get permission for the installation.

Once you sign in to Plumsail Account, you'll need to go to Forms section.

Select Licenses tab and add your SharePoint domain to SharePoint Licenses.

Note

SharePoint forms require custom scripts to be enabled to function properly. We recommend to grant permissions to the app, so it can enable scripting capabilities for you - you'll need a tenant administrator account for that. Alternatively, you can enable scripting capabilities manually.

Once you've added SharePoint license to your domain, you will be able to use Plumsail Forms for your lists and document libraries after completing the next step.

Install app package to your tenant

Last thing you need to do, to include Plumsail Forms on your SharePoint sites, is to install Form Web Part package to your App Catalog. You can download the package from the Intro section of your Plumsail Account area.

To do it properly, follow App Catalog instruction from Microsoft.

Once the app is added and distributed to all the sites and SharePoint domain added to Licenses section in Plumsail account, you can use Designer to design modern forms for any list or library in your domain.

There are no downsides to distributing the app to all sites - it simply gives you an ability to replace any form, but it won't replace any forms that you haven't edited and saved yourself. If you change your mind about a particular form, you can always reset it to default as well.

Download designer and start designing forms for SharePoint

Once you've added your SharePoint license to your Plumsail Account and distributed app across your sites using App Catalog, it is time to download Forms Designer and start using it. You can download the designer app from your Plumsail Account in Forms Section in the Intro tab.

Find more about how to design Modern SharePoint Forms with the designer.