Installation of Plumsail Forms for SharePoint Online (Microsoft 365)


If you have any issues during installation, please, contact our support team or email us at

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.


We only require your credentials during installation to obtain permission. We do not store or use your credentials in any other way.

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

  • Select the Forms product:

    Plumsail Account

  • Go to Subscriptions tab and click + Add tenant:

    Add tenant

  • Enter your SharePoint tenant, for example:

    Forms Licenses

  • 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.


      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:

Domain Added

Install app package to your tenant

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

Download package


You must be SharePoint Administrator to install applications from the SharePoint Store. See the Microsoft documentation to learn more about app management.

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:

Install Forms Designer

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.