---
title: "Dashboard guide"
description: "A short tour of the quickforms dashboard, from the overview to a single submission."
---

> Documentation Index
> Fetch the complete documentation index at: https://docs.getquickforms.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboard guide

Everything in the dashboard belongs to your current team. Owners and admins can change anything. Members are read-only: they can view forms, submissions and settings and export submissions, but not change or delete anything. The same things can be done with the [REST API](https://docs.getquickforms.com/api/) and [MCP](https://docs.getquickforms.com/mcp/).

## Overview

The first page after you sign in.

- **Stat cards:** Forms, Live submissions, Sandbox submissions and Spam (which includes submissions that broke [smart rules](https://docs.getquickforms.com/spam-filter/#smart-rules)), all for the last 14 days, plus the Delivery success rate with counts of failed and retrying deliveries.
- **Submissions per day:** a 14-day chart stacked into Live, Sandbox and Spam. A flagged submission counts only as spam. Hover a bar for that day's numbers.
- **Recent submissions:** the latest 8 across all forms, with Sandbox, Spam and Broke rules badges.

A team with no forms sees a **Get started** card instead, with steps to create a form, send a test, copy the endpoint and connect the API or MCP.

## Forms

The forms list shows each form's fields, submissions in the last 7 days, live total, last submission and endpoint (with a copy button). Badges show its status (**Draft**, **Unpublished changes** or **Published**, see [drafts and publishing](https://docs.getquickforms.com/drafts-and-publishing/)), its mode and whether it has stopped accepting submissions.

**New form** offers three starts: **Describe it** to the [AI form builder](https://docs.getquickforms.com/creating-forms/#describe-it-to-the-ai-form-builder), **Start from a template**, or **Start from blank**, which creates a draft called Untitled form and opens it on the [canvas](#canvas). Rename it under **Settings** > **General**. See [creating forms](https://docs.getquickforms.com/creating-forms/).

## A form

Under the breadcrumb, the form page shows the form's status and, depending on its state:

- **Hosted page** to open the [hosted form](https://docs.getquickforms.com/hosted-forms/) or copy its URL, once the form is published and its hosted page is on.
- **Preview draft** to open the hosted page as a sandbox preview of the draft.
- **Send a test** to fill in the form in a panel and **Send test** to make a sandbox submission. It shows the stored submission, the [spam check](https://docs.getquickforms.com/spam-filter/) and every delivery that would have been sent, with its payload. Close the panel and your values and the result are still there when you reopen it.
- A banner to **Publish** a draft, or to **Publish changes** or **Discard** unpublished changes.

### Tabs

Each tab has its own URL: Overview at `/YOUR-TEAM/forms/FORM_ID`, and the rest at `/submissions`, `/edit`, `/share` and `/destinations` under it, so you can link straight to one.

- **Overview:** the public URL, the endpoint and the form ID, each with a copy button. Below them are totals (all submissions, last 7 days, live, sandbox and live deliveries by status) and a 30-day **Submissions per day** chart split into Live, Sandbox and Spam. When [partial submissions](https://docs.getquickforms.com/partial-submissions/) are on, a **Funnel** panel shows the completion funnel for the last 30 days of live traffic and the most recent partial submissions.
- **Submissions:** the form's submissions, 20 a page, with totals above the list. It opens on Live. Switch to All, Sandbox, Spam or Broke rules (and Unconfirmed on forms with [double opt-in](https://docs.getquickforms.com/double-opt-in/)), narrow it to delivery issues (Failed, Retrying, or Has an issue for either), and search the submitted values. Each row shows when it arrived, its first few fields, its source and its deliveries, or **Held** when they are held. Click a row to open it. **Export** downloads the current view as CSV or JSON (see [exports](https://docs.getquickforms.com/exports/)).
- **Edit:** the form's fields and settings on one screen. See [the editor](#the-editor).
- **Share:** every way to get the form to people, shown one at a time. See [sharing a form](#sharing-a-form).
- **Destinations:** the form's [destinations](https://docs.getquickforms.com/destinations/), such as Slack, Discord, HubSpot or Google Sheets. Add, edit, preview and delete them.

### Sharing a form

Pick a method on the left. Long code is capped in height, with **Expand** and **Copy**.

| Method | What it covers |
| --- | --- |
| Hosted page link | The [hosted form](https://docs.getquickforms.com/hosted-forms/) URL, to copy or open, and **Preview draft** when there are unpublished changes. |
| Personal links | The form's [personal links](https://docs.getquickforms.com/personal-links/). Filter by status and search labels and emails. Create one link (label, email, prefill, metadata, how many uses and when it expires) or many at once from pasted lines or CSV. Each link can be copied, opened, revoked or used to show its submissions. |
| Embed | The [embed script](https://docs.getquickforms.com/embed/), the embed script with SRI and the iframe. |
| HTML form | A plain HTML form generated from your fields, with the form's honeypots. |
| API or endpoint | The endpoint, a JSON request with curl, the [sandbox key](https://docs.getquickforms.com/sandbox/) (with **Rotate** to replace it) and the [webhook signing secret](https://docs.getquickforms.com/webhooks/#verify-the-signature) with a verification example. |

## The editor

**Edit** opens the form editor. Pick a section on the left. The sections:

| Section | What it covers |
| --- | --- |
| Fields | The form's [schema](https://docs.getquickforms.com/schema/) and [validation](https://docs.getquickforms.com/validation/) rules, with a preview of how the fields render beside them. |
| General | Name, mode (Live or Sandbox), description (context for the spam filter), whether it is accepting submissions, redirect URL and success message, webhook URL and signing secret (with **Rotate** to replace it), and [partial submissions](https://docs.getquickforms.com/partial-submissions/). |
| Notifications | Who gets the [notification email](https://docs.getquickforms.com/email/), the mail provider, the optional autoresponder and [double opt-in](https://docs.getquickforms.com/double-opt-in/). |
| Spam & security | Allowed origins, [honeypots](https://docs.getquickforms.com/spam-protection/#honeypots), only accepting submissions through [personal links](https://docs.getquickforms.com/personal-links/#only-accept-submissions-through-links), [Cloudflare Turnstile](https://docs.getquickforms.com/spam-protection/#cloudflare-turnstile), country and disposable email checks, and the [spam filter](https://docs.getquickforms.com/spam-filter/) with its [smart rules](https://docs.getquickforms.com/spam-filter/#smart-rules). |
| Hosted page | How the [hosted page](https://docs.getquickforms.com/hosted-forms/) looks: on or off, layout, light or dark, font, corners, background, title, intro, submit button, logo, accent colour and branding. |
| Payments | A Stripe payment taken before the submission is accepted. |
| Routing | [Routing rules](https://docs.getquickforms.com/routing-rules/) that send notifications or redirect depending on the answers. |

One save bar covers every section, with one main action at a time. With unsaved edits it offers **Save** and **Discard**. Once they are saved, **Publish** makes them live (with **Discard** when there is a saved draft of a published form). When everything is live, the bar hides. See [drafts and publishing](https://docs.getquickforms.com/drafts-and-publishing/).

### Canvas

**Edit** opens on the canvas, which shows the form as a top to bottom flow, in the order a submission takes: the form, a row of checks running left to right (protection, the payment step when it's on, spam and double opt-in), routing and then your destinations, which are the notification email, autoresponder, webhook and any services you've added. Steps and destinations that are off stay in place, dimmed. Select a node to edit that part of the form in a panel, with the same **Save** and **Publish** bar as the form editor. Each destination shows its last 30 days of live deliveries and links to [Logs](#logs). **Send a test** lights up the nodes that really ran. **Settings** at the top right of the canvas opens the parts that have no node: General, Hosted page and Payments. It also links to the full form editor, where you can delete the form. On a phone it's a stacked list of the same steps. Members can view it but not change the form.

## A submission

A submission has three tabs, kept in the URL, and a rail beside them:

- **Answers:** every answer.
- **Activity:** a timeline, and one row per email and webhook with its status and every attempt (status code, duration, error and response). **Redeliver** queues a fresh attempt for a live delivery. Sandbox deliveries show what would have been sent. On forms with [double opt-in](https://docs.getquickforms.com/double-opt-in/), **Confirmation** shows whether the person has confirmed, with **Confirm manually** (which releases the held deliveries) and **Resend confirmation email**. A dot on the tab means a delivery failed or is retrying, or the submission was flagged.
- **Developers:** the API request, response and how to retrieve it, plus IP address, user agent, origin, referer, landing URL and tracking. A submission made through a [personal link](https://docs.getquickforms.com/personal-links/) shows the link, which opens every submission through it.
- **The rail:** the ID, when it arrived, the form, the source, live or sandbox, and the [spam filter's verdict](https://docs.getquickforms.com/spam-filter/#the-classification) with its details. **Mark as spam**, or on a flagged submission **Not spam - approve**, which releases its held emails and webhooks.
- **Delete** removes the submission.

## Logs

**Logs** is a team-level list of every email, webhook and destination delivery across your forms. Filter with the pills for status, channel, form and date, and turn on **Include sandbox** to add sandbox deliveries.

Select a row to open it in a panel beside the list:

- A summary of the delivery.
- A timeline of its attempts.
- The request and the response. Secrets stay masked.
- A note when the retention policy has cleared the payload.
- **Redeliver**, for owners and admins, to queue a fresh attempt.

## Mail providers

Connect your own email service here to send notifications, autoresponders and double opt-in emails. **Add provider** saves credentials for Resend, Postmark, Mailgun, Amazon SES, SMTP or Mailchimp Transactional. Set one as the team default or delete it. A form uses its own provider, then the team default. Without either, the team owner gets an hourly summary of new messages instead. See [email](https://docs.getquickforms.com/email/).

## API keys

Create an API key for the [REST API](https://docs.getquickforms.com/api/) and [MCP](https://docs.getquickforms.com/mcp/). Choose its [abilities](https://docs.getquickforms.com/api/#key-abilities): **Read** and **Write** are on by default, and **Proxy** is for [forwarding submissions from your server](https://docs.getquickforms.com/tracking/#server-side-proxy). It is shown once, so copy it then. The list shows when each token was last used, and **Revoke** stops it working. The **Connect** section has ready-made snippets for the REST API, Claude Code and an MCP JSON config.

Source: https://docs.getquickforms.com/dashboard/index.mdx