# Forms

A **Form** in [Projects](https://docs.sharefile.com/en-us/sharefile/sharefile-projects/projects_overview) allows you to collect structured data, text inputs, or form-style responses from clients or internal teams — all tied to your project workflow. Unlike [Request Lists](https://docs.sharefile.com/en-us/sharefile/sharefile-tasks/request_lists/rl_overview), which collect files, a **Form** gathers details, numbers, or statements through a configurable form that you can design and share directly from your project workspace. [Auto-save](https://docs.sharefile.com/en-us/sharefile/sharefile-tasks/forms/auto_save_form_progress) on forms is enabled allowing clients to complete them in multiple sessions with progress saved automatically.

Forms are found and initiated in the **Projects** tab in **ShareFile Premium** plans and higher.

## Key use cases

Use **Forms**:

* To collect client information such as personal details, service inputs, or onboarding data.
* To request structured information from internal teams for status updates or internal reporting.
* When you need repeatable, form-based submissions for audits, tax data, or intake workflows.
* When you want to reduce file attachments and rely on typed or selectable responses instead.

## Key benefits

* Centralized, secure way to collect typed responses.
* Full visibility into completion and submission status.
* Conditional logic to show or hide form sections based on responses.
* Auto-save allows respondents to return later and finish incomplete forms.
* Easy export of responses to CSV for analysis or reporting.

## Life cycle of a Form

| Stage              | Description                                     | User Actions                               |
| ------------------ | ----------------------------------------------- | ------------------------------------------ |
| Draft              | Request created but not yet published.          | Edit fields, add recipients, preview form. |
| Active             | Request shared and open for responses.          | Recipients complete and submit.            |
| Partially Complete | Some recipients have submitted, others pending. | Send reminders or review progress.         |
| Completed          | All responses submitted and approved.           | The owner can export or close the request. |
| Closed             | Locked for further edits.                       | Forms remain viewable but not editable.    |