---
title: "Introduction to Forms"
slug: "introduction-to-forms"
updated: 2025-03-10T12:49:00Z
published: 2025-03-10T12:49:00Z
---

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

# Introduction to Forms

Forms are one of the basic elements in a Lightico customer journey. They enable capturing information from the customer or agent during a collaboration session.

![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/2024-08-28_11-30-14.PNG)

Form as it appears on a customer mobile device

As part of a Workflow, the information collected in Forms can be used to:

- Customize a document
- Decide the path of a Workflow
- Record customer data in your CRM

## Attribute fields

All fields in a Form are bound to Lightico Attributes. This means that the data captured in each field is tagged in order that it can be easily accessed and used in a collaboration session.

For example, when your customer fills in his date of birth in the Form, the date can be used in the following ways:

- [Add the date](/v1/docs/new-pdf-builder-bind-fields-to-attributes) to a PDF Template
- [Set an age condition](/v1/docs/add-conditional-workflow-elements) that decides the customer’s eligibility to sign a contract
- [Decide what terms of use appear](/v1/docs/add-conditional-elements-to-a-dynamic-document) in an agreement

For more information about Attributes, see [Understanding Attributes](/v1/docs/understanding-attributes).

> [!TIP]
> To learn about building Forms, see [Create a Form](https://knowledge.lightico.com/docs/create-forms) and the other articles in this section that explain advanced features.

A user that communicates with end-customers to complete tasks in a Collaboration Room session or a Case Manager case.

A series of customer interactions that must be completed in a certain order. Workflows are configured by a business configurator (BC) and added to the session by an agent or API.

An identifying label that you bind to data in a session that enables you to organize and make use of the data during the session.

A PDF document that has been enhanced with interactive fields so that it can be completed by a customer in a session.