At the top of the form editor, you will see a URL bar showing your form’s deployed address. This is your direct link. Anyone who has it can open your form in their browser right away.Click the copy icon on the right side of the URL bar to copy the link. Share it over email, Slack, a company portal, or anywhere else your users will see it.To check what your users will see before sharing, click “Open Form” on the left side of the top bar. This opens your live form in a new tab exactly as your users will experience it.
Make it a habit to click Open Form and do a quick test run after every change. What looks right in the editor preview does not always match the live version perfectly.
If you want the form to live on a webpage rather than as a standalone link, click “Embed Form” on the right side of the top bar.A dialog will appear with an iframe code snippet ready to copy.Copy the code and paste it into your website wherever you want the form to appear. This works on Wix, Squarespace, Framer, Webflow, WordPress, and any platform that lets you add custom HTML.You can adjust the width and height values directly in the code to fit your layout.
If you want teammates inside your organization to discover and use your form without you having to share a link manually, publish it to the marketplace.To publish your form:
Switch to Builder view by clicking your organization name in the top left, hovering over Switch View, and selecting Builder
Go to Projects in the left sidebar
Find your form’s project in the list and click the three-dot menu on the right side of its row
Select Publish to Marketplace
In the Publish Project to Marketplace dialog, fill in the following fields:
Name of the Template (required): The name that will appear in the marketplace. Defaults to your project name
Description: A short description of what the form does
Version (required): Which version to publish. Defaults to Latest Deployed
Category (required): Select one or more categories from the list: Knowledge Assistants, Customer Support, Content Creation, Document Processing, Triggers, Web Scraping, Analytics, Finance, Healthcare, Operations, Education, Legal
Internal / Public: Choose Internal to make it visible only within your organization, or Public to make it available to everyone on VectorShift
Click Publish
Once published, you will see a green “Your item has been published to the marketplace” confirmation at the bottom of the screen.
Select the Finance category if your form is built for financial use cases. This makes it easier for teammates browsing the marketplace to find it alongside other finance tools.
A portal is a dedicated workspace you configure and assign to specific users. When those users log in, they see only the tools and interfaces you have included, with no access to the broader VectorShift workspace. Adding your form to a portal is how you put it directly in front of end users.To add your form to a portal:
Go to Portals in the left sidebar under Interfaces
Click an existing portal to open it, or click New Portal in the top right to create one
In the Configure Portal dialog, enter a Portal Name
Under Add Objects to your Portal, expand the Forms category or search for your form by name
Check the box next to your form to add it to the Selected Interfaces panel on the right
Click the button at the bottom to save
Once your form is added, the portal editor opens. In the left panel under Basics you will see configuration options. Make sure Enable Pinned Interfaces is toggled on so your form appears in the Pinned Interfaces section of the portal sidebar for your users.To make the portal live, click Changes Deployed in the top right. A deployed URL appears at the top that you can share directly with your users, or click Embed Portal to get an iframe snippet for embedding it on a webpage.
A portal can contain multiple interfaces side by side. For example, a loan officer portal might include a loan eligibility checker, a document summarizer, and a client briefing generator all accessible from the same sidebar. Users switch between them without ever leaving the portal.
If you want to trigger your form programmatically from your own application, click the “API” button in the top right corner of the form editor.This opens the API reference for your specific form, including the endpoint, authentication details, and example code in multiple languages. Use this when you want to integrate your form into a product, automate submissions, or build a custom front end on top of your workflow.
If you are sharing your form publicly, keep in mind that anonymous form runs are subject to rate limiting. If you expect high submission volume, consider using the API with authentication instead of the public link.
If you turned on the Chrome Extension toggle in the Chrome section of your left panel, your form is also available inside the VectorShift Chrome Extension. Users who have the extension installed can run your form directly from their browser.
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Share it over email, Slack, a company portal, or anywhere else your users will see it.`}),`\n`,_jsx(_components.p,{children:`To check what your users will see before sharing, click “Open Form” on the left side of the top bar. This opens your live form in a new tab exactly as your users will experience it.`}),`\n`,_jsx(Tip,{children:`Make it a habit to click Open Form and do a quick test run after every change. 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This works on Wix, Squarespace, Framer, Webflow, WordPress, and any platform that lets you add custom HTML.`}),`\n`,_jsx(_components.p,{children:`You can adjust the width and height values directly in the code to fit your layout.`}),`\n`,_jsx(Heading,{level:`2`,id:`publishing-to-the-internal-marketplace`,children:`Publishing to the internal marketplace`}),`\n`,_jsx(_components.p,{children:`If you want teammates inside your organization to discover and use your form without you having to share a link manually, publish it to the marketplace.`}),`\n`,_jsx(_components.p,{children:`To publish your form:`}),`\n`,_jsxs(_components.ol,{children:[`\n`,_jsx(_components.li,{children:`Switch to Builder view by clicking your organization name in the top left, hovering over Switch View, and selecting Builder`}),`\n`,_jsx(_components.li,{children:`Go to Projects in the left sidebar`}),`\n`,_jsx(_components.li,{children:`Find your form’s project in the list and click the three-dot menu on the right side of its row`}),`\n`,_jsx(_components.li,{children:`Select Publish to Marketplace`}),`\n`]}),`\n`,_jsx(OptimizedImage,{src:`https://mintcdn.com/vectorshift/NWOGZDeM8In07o4N/images/platform/interfaces/forms/forms-page25-img1.png?fit=max\u0026auto=format\u0026n=NWOGZDeM8In07o4N\u0026q=85\u0026s=38101e310a84cacdce4f9e23136457e3`,alt:`Projects list with three-dot menu showing Publish to Marketplace option highlighted`,\"data-og-width\":`1100`,width:`1100`,\"data-og-height\":`490`,height:`490`,\"data-path\":`images/platform/interfaces/forms/forms-page25-img1.png`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/vectorshift/NWOGZDeM8In07o4N/images/platform/interfaces/forms/forms-page25-img1.png?w=280\u0026fit=max\u0026auto=format\u0026n=NWOGZDeM8In07o4N\u0026q=85\u0026s=c4de17bec59203492e78eba00065469b 280w, https://mintcdn.com/vectorshift/NWOGZDeM8In07o4N/images/platform/interfaces/forms/forms-page25-img1.png?w=560\u0026fit=max\u0026auto=format\u0026n=NWOGZDeM8In07o4N\u0026q=85\u0026s=05576762a9f562290fa76a34f4a1e971 560w, https://mintcdn.com/vectorshift/NWOGZDeM8In07o4N/images/platform/interfaces/forms/forms-page25-img1.png?w=840\u0026fit=max\u0026auto=format\u0026n=NWOGZDeM8In07o4N\u0026q=85\u0026s=50b79ea1eca1929ccff5fa2328e13c44 840w, https://mintcdn.com/vectorshift/NWOGZDeM8In07o4N/images/platform/interfaces/forms/forms-page25-img1.png?w=1100\u0026fit=max\u0026auto=format\u0026n=NWOGZDeM8In07o4N\u0026q=85\u0026s=caf48f0b71a5e9d95de0faab60300025 1100w, https://mintcdn.com/vectorshift/NWOGZDeM8In07o4N/images/platform/interfaces/forms/forms-page25-img1.png?w=1650\u0026fit=max\u0026auto=format\u0026n=NWOGZDeM8In07o4N\u0026q=85\u0026s=680f822c3e195840a4fd51400c985d01 1650w, https://mintcdn.com/vectorshift/NWOGZDeM8In07o4N/images/platform/interfaces/forms/forms-page25-img1.png?w=2500\u0026fit=max\u0026auto=format\u0026n=NWOGZDeM8In07o4N\u0026q=85\u0026s=06d3f1bcae284da9e1d512281102579b 2500w`}),`\n`,_jsxs(_components.ol,{start:`5`,children:[`\n`,_jsxs(_components.li,{children:[`In the Publish Project to Marketplace dialog, fill in the following fields:`,`\n`,_jsxs(_components.ul,{children:[`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`Name of the Template`}),` (required): The name that will appear in the marketplace. Defaults to your project name`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`Description`}),`: A short description of what the form does`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`Version`}),` (required): Which version to publish. Defaults to Latest Deployed`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`Category`}),` (required): Select one or more categories from the list: Knowledge Assistants, Customer Support, Content Creation, Document Processing, Triggers, Web Scraping, Analytics, Finance, Healthcare, Operations, Education, Legal`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`Internal / Public`}),`: Choose Internal to make it visible only within your organization, or Public to make it available to everyone on VectorShift`]}),`\n`]}),`\n`]}),`\n`]}),`\n`,_jsx(OptimizedImage,{src:`https://mintcdn.com/vectorshift/NWOGZDeM8In07o4N/images/platform/interfaces/forms/forms-page26-img1.png?fit=max\u0026auto=format\u0026n=NWOGZDeM8In07o4N\u0026q=85\u0026s=61c0ddee3fc305e969a26ffbb46f4bc7`,alt:`Publish Project to Marketplace dialog showing Name, Description, Version, Category, and Internal/Public fields`,\"data-og-width\":`1100`,width:`1100`,\"data-og-height\":`490`,height:`490`,\"data-path\":`images/platform/interfaces/forms/forms-page26-img1.png`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/vectorshift/NWOGZDeM8In07o4N/images/platform/interfaces/forms/forms-page26-img1.png?w=280\u0026fit=max\u0026auto=format\u0026n=NWOGZDeM8In07o4N\u0026q=85\u0026s=11dcb662668f7be3cb98d2e535739c61 280w, https://mintcdn.com/vectorshift/NWOGZDeM8In07o4N/images/platform/interfaces/forms/forms-page26-img1.png?w=560\u0026fit=max\u0026auto=format\u0026n=NWOGZDeM8In07o4N\u0026q=85\u0026s=1bf2c0d2aa38942d1f7da8f99b4f09f8 560w, https://mintcdn.com/vectorshift/NWOGZDeM8In07o4N/images/platform/interfaces/forms/forms-page26-img1.png?w=840\u0026fit=max\u0026auto=format\u0026n=NWOGZDeM8In07o4N\u0026q=85\u0026s=a5aff827bc762c3980f6ffa811b4c59c 840w, https://mintcdn.com/vectorshift/NWOGZDeM8In07o4N/images/platform/interfaces/forms/forms-page26-img1.png?w=1100\u0026fit=max\u0026auto=format\u0026n=NWOGZDeM8In07o4N\u0026q=85\u0026s=6693d7c0739e9bf49026fe4028fa7135 1100w, https://mintcdn.com/vectorshift/NWOGZDeM8In07o4N/images/platform/interfaces/forms/forms-page26-img1.png?w=1650\u0026fit=max\u0026auto=format\u0026n=NWOGZDeM8In07o4N\u0026q=85\u0026s=af116f5437b6adffb4df4c7edaf99fdd 1650w, https://mintcdn.com/vectorshift/NWOGZDeM8In07o4N/images/platform/interfaces/forms/forms-page26-img1.png?w=2500\u0026fit=max\u0026auto=format\u0026n=NWOGZDeM8In07o4N\u0026q=85\u0026s=83d2e21a3c99ed1f5125ef20c9f118a8 2500w`}),`\n`,_jsxs(_components.ol,{start:`6`,children:[`\n`,_jsx(_components.li,{children:`Click Publish`}),`\n`]}),`\n`,_jsx(_components.p,{children:`Once published, you will see a green “Your item has been published to the marketplace” confirmation at the bottom of the screen.`}),`\n`,_jsx(OptimizedImage,{src:`https://mintcdn.com/vectorshift/NWOGZDeM8In07o4N/images/platform/interfaces/forms/forms-page27-img1.png?fit=max\u0026auto=format\u0026n=NWOGZDeM8In07o4N\u0026q=85\u0026s=e0823cb36fa727b1d9b553c5dc26ebad`,alt:`Organization Marketplace showing published Loan Eligibility Checker template`,\"data-og-width\":`1100`,width:`1100`,\"data-og-height\":`490`,height:`490`,\"data-path\":`images/platform/interfaces/forms/forms-page27-img1.png`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/vectorshift/NWOGZDeM8In07o4N/images/platform/interfaces/forms/forms-page27-img1.png?w=280\u0026fit=max\u0026auto=format\u0026n=NWOGZDeM8In07o4N\u0026q=85\u0026s=650a2361503430932018046da7db1b53 280w, https://mintcdn.com/vectorshift/NWOGZDeM8In07o4N/images/platform/interfaces/forms/forms-page27-img1.png?w=560\u0026fit=max\u0026auto=format\u0026n=NWOGZDeM8In07o4N\u0026q=85\u0026s=b4c819d568f1c6322d7adf1ea3a365e6 560w, https://mintcdn.com/vectorshift/NWOGZDeM8In07o4N/images/platform/interfaces/forms/forms-page27-img1.png?w=840\u0026fit=max\u0026auto=format\u0026n=NWOGZDeM8In07o4N\u0026q=85\u0026s=bc7da8c2ea180dd1982e8ff6ba80e7d3 840w, https://mintcdn.com/vectorshift/NWOGZDeM8In07o4N/images/platform/interfaces/forms/forms-page27-img1.png?w=1100\u0026fit=max\u0026auto=format\u0026n=NWOGZDeM8In07o4N\u0026q=85\u0026s=22942ed16adb42b5c360f8b0d32f73ca 1100w, https://mintcdn.com/vectorshift/NWOGZDeM8In07o4N/images/platform/interfaces/forms/forms-page27-img1.png?w=1650\u0026fit=max\u0026auto=format\u0026n=NWOGZDeM8In07o4N\u0026q=85\u0026s=b0714662ff7552448dba802167370319 1650w, https://mintcdn.com/vectorshift/NWOGZDeM8In07o4N/images/platform/interfaces/forms/forms-page27-img1.png?w=2500\u0026fit=max\u0026auto=format\u0026n=NWOGZDeM8In07o4N\u0026q=85\u0026s=9b40f12d62010f7f95a0fe36e627b4c5 2500w`}),`\n`,_jsx(Tip,{children:`Select the Finance category if your form is built for financial use cases. This makes it easier for teammates browsing the marketplace to find it alongside other finance tools.`}),`\n`,_jsx(Heading,{level:`2`,id:`deploying-to-a-portal`,children:`Deploying to a portal`}),`\n`,_jsx(_components.p,{children:`A portal is a dedicated workspace you configure and assign to specific users. When those users log in, they see only the tools and interfaces you have included, with no access to the broader VectorShift workspace. Adding your form to a portal is how you put it directly in front of end users.`}),`\n`,_jsx(_components.p,{children:`To add your form to a portal:`}),`\n`,_jsxs(_components.ol,{children:[`\n`,_jsx(_components.li,{children:`Go to Portals in the left sidebar under Interfaces`}),`\n`,_jsx(_components.li,{children:`Click an existing portal to open it, or click New Portal in the top right to create one`}),`\n`]}),`\n`,_jsx(OptimizedImage,{src:`https://mintcdn.com/vectorshift/NWOGZDeM8In07o4N/images/platform/interfaces/forms/forms-page28-img2.png?fit=max\u0026auto=format\u0026n=NWOGZDeM8In07o4N\u0026q=85\u0026s=90a9b75df05095dedcd6d98eee3d3c13`,alt:`Portals list page showing existing portals with New Portal button`,\"data-og-width\":`1100`,width:`1100`,\"data-og-height\":`490`,height:`490`,\"data-path\":`images/platform/interfaces/forms/forms-page28-img2.png`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/vectorshift/NWOGZDeM8In07o4N/images/platform/interfaces/forms/forms-page28-img2.png?w=280\u0026fit=max\u0026auto=format\u0026n=NWOGZDeM8In07o4N\u0026q=85\u0026s=389428ebcc263592ca284a50b24b4af6 280w, https://mintcdn.com/vectorshift/NWOGZDeM8In07o4N/images/platform/interfaces/forms/forms-page28-img2.png?w=560\u0026fit=max\u0026auto=format\u0026n=NWOGZDeM8In07o4N\u0026q=85\u0026s=da01b3e036bb948f5cfdcee226de63f4 560w, https://mintcdn.com/vectorshift/NWOGZDeM8In07o4N/images/platform/interfaces/forms/forms-page28-img2.png?w=840\u0026fit=max\u0026auto=format\u0026n=NWOGZDeM8In07o4N\u0026q=85\u0026s=83069c8a9ad02b2943e31cdb9392288c 840w, https://mintcdn.com/vectorshift/NWOGZDeM8In07o4N/images/platform/interfaces/forms/forms-page28-img2.png?w=1100\u0026fit=max\u0026auto=format\u0026n=NWOGZDeM8In07o4N\u0026q=85\u0026s=ee9917c4103d09f9405524e6a64b9ccc 1100w, https://mintcdn.com/vectorshift/NWOGZDeM8In07o4N/images/platform/interfaces/forms/forms-page28-img2.png?w=1650\u0026fit=max\u0026auto=format\u0026n=NWOGZDeM8In07o4N\u0026q=85\u0026s=b8e6a001f0ac3bf5052ce83d5fb9d38b 1650w, https://mintcdn.com/vectorshift/NWOGZDeM8In07o4N/images/platform/interfaces/forms/forms-page28-img2.png?w=2500\u0026fit=max\u0026auto=format\u0026n=NWOGZDeM8In07o4N\u0026q=85\u0026s=bd4ba713d44d29cd71079f2e187a6426 2500w`}),`\n`,_jsxs(_components.ol,{start:`3`,children:[`\n`,_jsx(_components.li,{children:`In the Configure Portal dialog, enter a Portal Name`}),`\n`,_jsx(_components.li,{children:`Under Add Objects to your Portal, expand the Forms category or search for your form by name`}),`\n`,_jsx(_components.li,{children:`Check the box next to your form to add it to the Selected Interfaces panel on the right`}),`\n`,_jsx(_components.li,{children:`Click the button at the bottom to save`}),`\n`]}),`\n`,_jsx(OptimizedImage,{src:`https://mintcdn.com/vectorshift/NWOGZDeM8In07o4N/images/platform/interfaces/forms/forms-page29-img1.png?fit=max\u0026auto=format\u0026n=NWOGZDeM8In07o4N\u0026q=85\u0026s=34e9ebf89f6130e154ccca5139fc7482`,alt:`Configure Portal dialog showing form selection and Selected Interfaces panel`,\"data-og-width\":`1100`,width:`1100`,\"data-og-height\":`490`,height:`490`,\"data-path\":`images/platform/interfaces/forms/forms-page29-img1.png`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/vectorshift/NWOGZDeM8In07o4N/images/platform/interfaces/forms/forms-page29-img1.png?w=280\u0026fit=max\u0026auto=format\u0026n=NWOGZDeM8In07o4N\u0026q=85\u0026s=ce7cd155ba86446d9d3c456bfc5143a9 280w, https://mintcdn.com/vectorshift/NWOGZDeM8In07o4N/images/platform/interfaces/forms/forms-page29-img1.png?w=560\u0026fit=max\u0026auto=format\u0026n=NWOGZDeM8In07o4N\u0026q=85\u0026s=375be945850774713fc660ac9c7cacb3 560w, https://mintcdn.com/vectorshift/NWOGZDeM8In07o4N/images/platform/interfaces/forms/forms-page29-img1.png?w=840\u0026fit=max\u0026auto=format\u0026n=NWOGZDeM8In07o4N\u0026q=85\u0026s=e8622d80dddd8dd873efa42dbc050137 840w, https://mintcdn.com/vectorshift/NWOGZDeM8In07o4N/images/platform/interfaces/forms/forms-page29-img1.png?w=1100\u0026fit=max\u0026auto=format\u0026n=NWOGZDeM8In07o4N\u0026q=85\u0026s=db38640c61ab3ce5061ceb5f552224cc 1100w, https://mintcdn.com/vectorshift/NWOGZDeM8In07o4N/images/platform/interfaces/forms/forms-page29-img1.png?w=1650\u0026fit=max\u0026auto=format\u0026n=NWOGZDeM8In07o4N\u0026q=85\u0026s=2e55213b495616a25b88e829f1fa63af 1650w, https://mintcdn.com/vectorshift/NWOGZDeM8In07o4N/images/platform/interfaces/forms/forms-page29-img1.png?w=2500\u0026fit=max\u0026auto=format\u0026n=NWOGZDeM8In07o4N\u0026q=85\u0026s=e1bbbd2ecaf2f11aa33618ab9595748e 2500w`}),`\n`,_jsxs(_components.p,{children:[`Once your form is added, the portal editor opens. In the left panel under Basics you will see configuration options. Make sure `,_jsx(_components.strong,{children:`Enable Pinned Interfaces`}),` is toggled on so your form appears in the Pinned Interfaces section of the portal sidebar for your users.`]}),`\n`,_jsx(_components.p,{children:`To make the portal live, click Changes Deployed in the top right. 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