How to create, fill out, and submit forms in SharePoint

Effortlessly create and fill PDF forms within SharePoint Online and SharePoint On-Premises using Nutrient Document Editor for SharePoint. Empower your team and users to interact with fillable forms directly in the SharePoint environment without downloading them to their local devices. Whether you need forms for surveys, applications, or data collection, this tool streamlines the process and enhances productivity.

With support for a wide range of form fields, including checkboxes, combo boxes, and list boxes, Nutrient Document Editor for SharePoint provides a comprehensive solution for creating professional, interactive forms tailored to your organization’s needs.

• Form fill

Enable users to fill out forms directly within SharePoint, eliminating the need for downloads or additional software. Whether it’s completing an internal HR form, signing a contract, or submitting project data, users can work efficiently while keeping all activity securely within SharePoint.

• Form creator

Create fillable PDF forms in SharePoint with ease. Add text fields, checkboxes, radio buttons, dropdown menus, and signature fields — all within SharePoint’s interface, with no extra tools needed.

• Form submission

Add a submit button to your form, enabling users to send completed forms to the intended destination with one click. Whether it’s emailing the form, storing it in a specific SharePoint library, or integrating with workflows like Power Automate, form submission is quick and hassle-free.

Why use PDF Forms in SharePoint?

• Centralized form management — Manage, store, and access all your PDF forms in one place, ensuring consistency and organization across your document library.

• Improved efficiency — Create and fill forms without leaving the SharePoint environment, reducing the need for third-party tools or switching between applications.

• Enhanced collaboration — Teams can collaborate on forms, track changes, and manage versions directly in SharePoint, simplifying communication and reducing errors.

• Secure data handling — Forms remain within SharePoint’s secure ecosystem, ensuring compliance with your organization’s data protection policies.

How to get started

1. Create a fillable PDF form

Start by designing your fillable form. Use the form creator guide to add interactive elements to your PDF directly in SharePoint.

2. Fill out forms

Follow the instructions in the form fill guide to learn how users can interact with and complete forms directly in their browsers.

3. Submit completed forms

Add a submit button to your forms and enable smooth form submission with the form submission guide.