Create a form

What it is

Creating a form opens the form editor, where you give the role a title and description and build the list of questions candidates answer. A new form starts as a Draft and only goes live to candidates once you Publish it.

There are three ways to start a form:

• New Form - start blank (this doc)
• Import - bring one in from a link or another tool (see Import a form or a list of candidates)
• Duplicate - copy an existing form from the home page's ··· menu (see Your forms list)

Steps (New Form)

1. From the Forms home page (https://binary.so), click + New Form (top-right). A new draft opens in the editor at https://binary.so/forms/create/edit.

2. Add the basics:

   • (Optional) click Add logo to upload a company logo.
   • Click the Title and type the role name.
   • In the description area ("Add a description"), write the form description - it's a rich-text editor, so you can format text, add lists, links, etc.

3. Add the questions candidates answer. Click Add new question and choose a type:

   • Short answer / Long answer - free text
   • Number
   • Multiple choice - List, Dropdown, or Multi-select
   • Phone
   • LinkedIn profile, or Other links - X (Twitter), Instagram, Github, YouTube, or any link
   • Date
   • File upload (e.g. résumé)
   • Video recording

   Name and Email questions are included by default and can't be removed. For each question you add, set its text, an optional helper description, mark it required if needed, and (for choice types) add the options.

4. (Optional) Open Form settings (the gear icon) to configure: Verify email on submission, Notify about new submissions, Show on public page, and a Custom success message (what a candidate sees after applying). See Form settings and the careers-page docs for related settings.

5. (Optional) Click Preview (the eye icon) to see the candidate's view, and Change theme to restyle the form (desktop only).

6. Click Publish to take the form live. It starts accepting applications and you're taken to its Responses page.

Note: Changes save automatically as you edit - there's no separate Save button. Publish is what turns a Draft into a live form; until then candidates can't see or apply to it.

Notes & limits

• A new form stays a Draft (not visible to candidates) until you Publish it.
• Name and Email are always present and can't be deleted.
• Want a teammate to help build or manage the form? Add them as an editor - see Add members to a form.
• Candidate stages (New / Shortlisted / Interview / Archived…) are set up on the Responses page, not in the editor.