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.

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

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.

Install designer and start designing forms for SharePoint

  • Run the installer and follow the instructions.

  • Enter your SharePoint site URL and sign in with your Microsoft 365 account:

    Install SharePoint site URL

  • Select the list or library where you want to design forms:

    Select SharePoint list

  • You will be prompted to sign in to your Plumsail Account:

    Connect Plumsail Account

  • Log in to your Plumsail Account to complete the installation:

    Log in to your Plumsail Account

    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:

Subscriptions