Admin Guide (Control Panel)
Global Choice List
The Global Choice List feature in Zoho Forms allows you to create a list of predefined choices that can be used across choice-based fields in multiple forms within your Zoho Forms account. This means that instead of manually typing out the same ...
Global Holidays List
Overview The Global Holidays List feature in Zoho Forms allows you to create and manage lists of holidays that can be used in the Date and Date-Time fields within your forms. You can set up a global holiday list that can be easily applied across ...
Connections
Table of Contents What are Connections? Enabling Connection for Zoho Forms Org Creating a Service Creating a Connection Editing a custom service What are Connections? Connections serve as a bridge to authenticate and integrate with external services. ...
Copying forms from one organization to the other
Raising request for copying forms To copy a form from one organization to the other, the Super Admin of your organization will have to raise a request to the Super Admin of the target organization where you wish to duplicate the forms. To do this, In ...
Custom Domain
Custom Domains are used in form URLs to promote your organization's brand to all form respondents. If you do not want any reference to Zoho Forms in your form URL, you can use your own custom domain. By default, your form URL will be in the format as ...
Export Form Audit data
If you are the Super Admin of your Zoho Forms organization, you can choose to export the audit data for the forms and download the exported audit data of the selected forms as a zip file. To do this, Log in to Zoho Forms as the Super Admin. Click the ...
Export File Storage Info
You can export your organization's file storage information specific to each user as a CSV file. The following information of all the forms created in your organization will be downloaded as a CSV file: Form owner's email address Form Title Storage ...
Scheduled Reports
You can manage your account's scheduled reports consisting of form entries/ reports (or organization's scheduled emails if you are the Super Admin) in the Control Panel. To do this, Click the icon on the left in the forms listing page to access the ...
Simple Mail Transfer Protocol (SMTP) Configuration
When you send a large number of emails or auto responder emails on a daily basis, it is possible that some of them will end up in the spam folder. This is because your email provider evaluates all incoming emails to determine whether they should be ...
Audit - Organization Level
Audit - Organization Level displays the activities performed by the users within your Zoho Forms organization in a chronological sequence. The Super Admin and the Admin can view all the audit data. The Audit Log records the following activities: ...
Export Record Audit Data
You can export record audit data of your forms and download them as password-protected files. To do so, Click the icon on the left in the forms listing page to access the Control Panel. Click Export Record Audit Data under Data Administration. Click ...
Subscription & Add-Ons
Zoho Forms offers a Free plan without any trial period to the users. If you are looking for more features, you can subscribe to any of our plans that bring together the commonly needed features into different packages to fit your needs and budget. ...
Importing Office 365 Users
If your organization uses Office 365 for work, you can import the users in your Office 365 account to your Zoho Forms account directly. You can import users either from your Office 365 account or from your Zoho Forms account. Importing contacts from ...
Data Export
If you are looking to export all your data collected using your forms from the cloud to your computer, you can use the Data Export option in Zoho Forms. The following data will be exported with the Data Export option: All fields' data Record Link ID ...
DomainKeys Identified Mail (DKIM)
Table of Contents Configuring DKIM Steps to add DKIM in various domain providers GoDaddy Cloudflare JustHost HostMonster Ipage Wordpress Wix eNom Squarespace Eurodns Register Network Solutions BlueHost Namecheap HostGator Sending Emails via Verified ...
Revoke Access Token
Access tokens are used to link third-party apps like Dropbox or Microsoft OneDrive with your Zoho Forms account. At any point, if you wish to unlink your Zoho Forms account from these third-party apps, you can remove the access tokens given by these ...
Rename Portal
A portal is a space created for a Zoho Forms account. You can own one portal in Zoho Forms and add users to your portal if you are subscribed to a multi-user plan. You can identify your organization in Zoho Forms using the portal name. A portal name ...
Account Usage
As the Admin or Super Admin of your Zoho Forms organization, you can view your account usage details to keep track of the number of forms created, entries received, and the storage space used in your Zoho Forms account. To view and manage your Zoho ...