🤓 Quick Start Videos

This short series of videos will teach you how to use propform.io to create your own web forms that are connected to onOffice via API. The videos are organised in a logical order, from setup to advanced topics — but you can also watch them individually.

> 💡 Don’t feel like, or don’t have the time or inclination, to get to grips with it yourself? Take a look at the setup package by Santino Giese or get support from one of our external consultants.

0. Connecting an onOffice API user

In this video, I’ll show you how to:

• create an onOffice API user and what permissions you should grant them
• store the API token and secret on propform.io
• assign an email address to the API user in onOffice
• enter the assigned email address on propform.io

📖 More details: Complete guide: Setting up API users (Creation · Permissions · Tokens · Email address)

1. Create your first form

We’ll create an initial form with property and address fields. I’ll also show you how to establish a link between an address and a property (e.g. owner, tenant, buyer). Finally, we’ll convert the form into a multi-step form.

📖 More details: Create a form · Record connections

2. Edit form & fields

Before we look at activities, tasks and emails, I’ll show you a few field and form settings. For example, how to add file upload fields, change the label or display fields side by side instead of one below the other.

📖 More details: Field settings · Form settings

3. Create an activity, create a task & send emails

We’ll configure the form so that an activity, a task and an email are created once the form is submitted.

📖 More details: onOffice activity · onOffice task · Email in propform

4. Editing properties and addresses with forms

Forms can be used not only to create new property and address records in onOffice, but also to edit existing ones. Using URL parameters and the UUID of the address and/or property record, you can load onOffice records into the form to modify them. I’ll also show you how to send form links to customers via email or save them as a link field in your onOffice template.

📖 More details: Editing existing records · Pre-filling

5. Chaining forms

Now that we know how to load existing records into a form, we can chain forms together — the thank-you page of one form triggers the next form (using the IDs/UUIDs just created).

📖 More details: Submit & Thank You Page

6. Embedding forms on your own website using an iFrame

Forms can also be embedded into your own website as an iFrame. In this video, I’ll show you how this works, for example, with a WordPress website.

📖 More details: iFrame embedding

7. Styling the form

We’ll spruce up the form by adding a background image, inserting a logo and favicon, and working with transparency and blur effects.

📖 More details: Styling

8. Automatically submit the form (Link Tracker & One-Click Actions)

I’ll show you how to update values in onOffice records or create activities with a single click on a form link. To do this, we’ll set the form to auto-submit and use the ‘Forced Values’ function for fields.

📖 More details: Auto-submit · Enforced values

9. Adding a signature field to the form

You can add onOffice file fields to the form as signature fields. A signature pad will then be displayed instead of a file upload field. The signature is saved as a PNG in the onOffice field. Using the macros _dateipfadAdressfeld or _dateipfadObjektfeld, you can insert the signature into onOffice PDF templates — e.g. for tenant self-declarations, emergency service requests, etc.

📖 More details: File upload fields

10. Creating AI text with propform and ChatGPT

With propform.io, you can also use ChatGPT, allowing forms to be used as AI text generators. The ‘Create AI text’ option is available in the form settings. In the first step, you define the “prompt”; in the second step, you specify which onOffice field the response should be saved to.

📖 More details: ChatGPT text generation

11. Uploading files

How to configure file upload fields — including document attributes, file description, multiple uploads, ZIP/PDF bundling and watermarks.

12. Downloading files

With download fields, you can make files from onOffice records available for form visitors to download — selectable by document attribute, file type, title, etc. This also allows you to create digital data/download rooms for customers via the form.

13. Create files (PDF from form)

A PDF can be automatically generated from a submitted form — either from an onOffice letter template or a property description, populated with the form data. Optionally digitally signed.

📖 More details: Create & sign PDF

Need help?

📧 hello@propform.io · 📞 0163 / 64 18 132

Or get support from one of our external consultants.