Getting started
User guide
Provisioning forms
Examples
General
Multilingual support
Navigation between forms
Generating PDF documents
Integration with Power Automate
Important
If you have any issues during installation, please contact our support team or email us at support@plumsail.com.
Get the Plumsail Forms app from Microsoft AppSource and enable it for all sites within your organization:
Note
You must be a SharePoint Administrator to install applications from the SharePoint Store. See the Microsoft documentation to learn more about app management.
Important
For SharePoint in a GCC or GCC High tenant, download the app package using this direct link and upload it into the App Catalog.
Please see Custom SharePoint Forms in Microsoft GCC and GCC High: Compatibility, Security, and Setup for more details.
Open the Forms home page and download the installer:
Run the installer and follow the instructions.
Enter your SharePoint site URL and sign in with your Microsoft 365 account:
Select the list or library where you want to design forms:
You will be prompted to sign in to your Plumsail Account:
Log in to your Plumsail Account to complete the installation:
Note
We need access to your profile to verify that it belongs to the specified Microsoft 365 tenant. We do not store your personal information.
After completing the installation, you will see the subscription status and its expiration date on the Subscriptions page: