Contact Forms
Contact forms let you capture information from visitors on your publicly published documents. When enabled, a contact button appears on the public document page, opening a form that submits responses directly into a Copera project board. This turns your public-facing documentation into a lead generation or inquiry capture tool.
How It Works
The contact form feature connects a public document to a project board in your workspace. When a visitor fills in the form, their submission is created as a new row in the specified board table. Your team can then manage, track, and respond to submissions using all the board features --- status fields, assignments, automations, and more.
Setting Up a Contact Form
To add a contact form to a public document:
-
Publish the document --- The document must be published publicly first. Open the Share dialog, go to the Public tab, and click Publish. See Sharing & Permissions for details.
-
Enable the contact form --- In the public sharing options, toggle Contact Form on.
-
Select a board and table --- Choose the project board and table where form submissions should be stored. The board must already exist in your workspace. You can also select a specific view if needed.
-
Customize the button label --- Optionally change the text on the contact button that appears on the public page (for example, "Contact Us", "Get in Touch", "Request a Demo").
-
Save --- Click Save to apply the settings. The contact form is now live on your public document.
What Visitors See
When a visitor views your public document, they see a contact button (typically in the corner or footer of the page). Clicking the button opens a form dialog where they can enter information.
The form fields are determined by the board table's form view. This means you have full control over what information you collect --- name, email, phone number, company, message, or any custom fields you have defined on the board.
Managing Submissions
Submissions arrive as new rows in your project board. You can:
- View submissions in any board view --- List, Kanban, Calendar, or any other view configured on the table.
- Assign team members --- Use people fields to assign submissions to the appropriate person for follow-up.
- Track status --- Use status fields to move submissions through your pipeline (New, In Progress, Responded, Closed).
- Automate responses --- Set up board automations to notify your team when a new submission arrives or to move submissions through predefined workflows.
- Filter and sort --- Use board filters to segment submissions by date, status, or any other field.
Use Cases
| Scenario | How to Set It Up |
|---|---|
| Lead capture | Publish a product overview document with a "Request a Demo" contact form linked to a Sales Leads board. |
| Support inquiries | Publish a help article with a "Contact Support" form linked to a Support Tickets board. |
| Event registration | Publish an event information page with a "Register" form linked to an Event Attendees board. |
| Feedback collection | Publish an internal process document with a "Give Feedback" form linked to a Feedback board. |
Best Practices
- Keep forms short --- Ask for only the information you need. Long forms discourage completion.
- Use clear labels --- Make sure board fields have descriptive names, since they appear as form field labels.
- Set up notifications --- Configure board automations to alert your team immediately when a new submission arrives.
- Review regularly --- Check your submissions board frequently so inquiries do not go unanswered.
Next Steps
- Sharing & Permissions --- Publish documents publicly and configure sharing options.
- Documents Overview --- Return to the documents feature overview.