Create your Discovery Form from scratch

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Here's how it works

01. Start with a blank Discovery Form
Open the blank document in the editor, set the document view, and add extra pages if applicable.
02. Add and configure fillable fields
Use the top toolbar to insert fields like text and signature boxes, radio buttons, checkboxes, and more. Assign users to fields.
03. Distribute your form
Share your Discovery Form in seconds via email or a link. You can also download it, export it, or print it out.

A simple tutorial on how to set up a polished Discovery Form

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Step 1: Sign in to DocHub to create your Discovery Form.

First, sign in to your DocHub account. If you don't have one, you can simply sign up for free.

Step 2: Head to the dashboard.

Once logged in, navigate to your dashboard. This is your primary hub for all document-based processes.

Step 3: Initiate new document creation.

In your dashboard, click on New Document in the upper left corner. Hit Create Blank Document to craft the Discovery Form from the ground up.

Step 4: Incorporate form fillable areas.

Add various elements like text boxes, images, signature fields, and other fields to your form and designate these fields to intended individuals as required.

Step 5: Customize your template.

Refine your form by adding walkthroughs or any other vital details using the text feature.

Step 6: Double-check and tweak the form.

Thoroughly go over your created Discovery Form for any mistakes or required adjustments. Take advantage of DocHub's editing capabilities to perfect your template.

Step 7: Share or export the template.

After finalizing, save your file. You can select to keep it within DocHub, export it to various storage options, or forward it via a link or email.

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Build your Discovery Form in minutes

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.
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To create a form: In the Navigation pane, select the table you want to use to create a form. Select the Create tab, locate the Forms group, then click the Form command. Your form will be created and opened in Layout view. To save the form, click the Save command on the Quick Access Toolbar.
Create a new form Start at forms.office.com. Select New Form or New Quiz. Type a title for your form. Optional: Select Theme to create a color scheme or a theme. Select Add new to add a question.
Use the Form tool to create a new form Access creates the form and displays it in Layout view. In Layout view, you can make design changes to the form while it is displaying data.
Start the Form Wizard On the Create tab, in the Forms group, click Form Wizard. Follow the directions on the pages of the Form Wizard. On the last page of the wizard, click Finish.
Steps to Create a Form in Excel Step 1: Add Data Entry Form Option. You will notice that there actually is no option or tab to create a data entry form on the toolbar at the top. Step 2: Create a Table. Step 3: Enter Form Data. Step 4: Data Validation. Step 5: How to Search for Records. Step 6: Data Collection.
be ready to get more

Build your Discovery Form in minutes

Start creating now

Related Q&A to Discovery Form

Create a form using a template Start at forms.office.com. Select My forms. Select a template. Select PreviewComputer or Mobile. Select Back to choose another template or edit the selected template. To edit a template, select a question to edit. Edit the question and/or the options specific to each type of question.
To create a form from a table or query in your database, in the Navigation Pane, click the table or query that contains the data for your form, and on the Create tab, click Form. Access creates a form and displays it in Layout view.

Additional resources on building your forms