Sharing web forms created with Plumsail Forms

After creating a form, you need to share it with your users. This article covers the ways to share your forms and how to restrict form access to authenticated users.

Account settings

Open Account settings by clicking on your user icon:

Context menu with the account settings option, opened under the user icon

Inside, you can change your Name, Email, and form Domain. You can also perform various account actions:

Manage your linked accounts
Enable two-factor authentication
Change password if you forgot or compromised your current one
Check the Audit log to see account activity records
Manage cookies to control how your browsing data is used
Delete account

Account settings page

Access management

Normally, anyone can see and submit a web form, but you can require users to authenticate first through Access settings:

In forms designer, go to Settings → Access.
Toggle Allow only authenticated users setting.
Choose the authentication method—Microsoft Account or Entra External ID.
For Entra External ID, set up the external tenant and create an app for Plumsail Forms.
Optional. Restrict access to specific users.
Optional. Allow users to submit form just once and Allow users to modify submitted forms.

Restrict to a domain

Sharing pages

The first way to share your forms is with a form page. This page is publicly available through a form URL and contains the form itself, as well as the customizable header, footer, and background.

Request a review

Sometimes your forms can be flagged for additional review. In this case, URL sharing isn’t available until the form passes the review:

Request form review

Our support team manually reviews these forms to ensure no malicious forms are shared this way.

Reviews usually take a few hours on a business day, but can take longer for forms submitted during a weekend. Changing a form after a completed review may require a new review.

Warning

The following items will prevent your form from passing a review:

Faking other websites or email messages (website spoofing)
Login forms (login spoofing) and password collection
Empty forms or landing pages without form fields
Missing or non-obvious submit button
Credit card info collection

Once your account is approved, your forms will no longer need a review before sharing. To get your account approved, you must first design a few forms that will be approved after a review, purchase a subscription, then write to us at support@plumsail.com to approve your account.

In forms designer, go to Settings → Sharing and copy the contents inside Forms snippet:
Insert the copied snippet as HTML to your page. The form is then live and ready to receive submissions:

Note

See the Widget reference for the Plumsail.Form arguments used in snippet.