Frequently Asked Questions
Everything you need to know about document templates and mini-forms
Document templates on DocsNewSet are preformatted layouts designed to help you create contracts, invoices, letters and more in minutes. They provide a consistent structure so you can focus on content rather than formatting.
Mini-forms are compact, embeddable forms you can add to websites or emails. They collect information such as contact details, feedback or basic survey responses without requiring a full-page form.
Each template can be edited within our online editor. You can change text, adjust layout elements, add your logo and modify fields. Customizations are saved automatically in your account.
No coding skills are required. DocsNewSet provides a user-friendly interface where you can drag and drop fields, select styles, and update text directly in your browser.
You can export completed documents as PDF or DOCX. Mini-form submissions can be downloaded as CSV or integrated with external tools via our API.
Yes. Templates and forms can be shared with team members by assigning access permissions. You control who can view, edit or manage each asset.
Our plans include generous allowances for templates and forms. You can upgrade or adjust your plan at any time to fit your needs.
DocsNewSet offers a library of professionally designed templates and form layouts. You can start from a preset and customize it to match your branding.
Navigate to the mini-forms section in your dashboard, choose a layout, add fields, and configure settings such as notifications and data storage. Then publish and embed the form code.
Yes. Each mini-form provides an embed code snippet. You can paste it into any website or content management system that accepts HTML.
DocsNewSet uses industry-standard encryption for data in transit and at rest. You control access through role-based permissions and can review activity logs at any time.
Form responses can be exported as CSV directly from the dashboard or accessed via our REST API for automated workflows.
Billing is based on a monthly or annual subscription. You can view usage and adjust your plan from the account settings page at DocsNewSet.com.
You can reach our support team via the contact form on DocsNewSet.com or call us at +1 416-710-5920. We’re based in Toronto and available Monday through Friday.