Installation of Plumsail Forms for SharePoint Online (Microsoft 365)
Important
If you have any issues during installation, please, contact our support team or email us at support@plumsail.com.
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 Microsoft 365.
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 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:
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:
Note
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:
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.