SwiftSheet
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Choose a form to edit or create a new one
Configure your form builder preferences
Configure your company details for professional PDF templates
Choose where PDFs are automatically uploaded when submitting forms on iOS
Select cloud storage for automatic PDF uploads from the iOS app
Note: To download PDFs on this computer, use the "Download PDF" buttons on the Submissions page.
Automatically email standard PDFs to your account email
When enabled, a copy of the standard PDF will be emailed to you after each form submission.
Manage your subscription, security, and account settings
Manage your name, contact details, and address
You have full access to all features
To manage your subscription:
Open the SwiftSheet app on your iPad or iPhone and manage your subscription through the App Store settings.
Update your account password to keep your account secure
Permanently delete your account and all associated data. This action cannot be undone.
⚠️ This will permanently delete:
Note: If you have an active subscription, please cancel it first through the App Store settings.
Information about SwiftSheet and legal documents
SwiftSheet is a comprehensive form management ecosystem for creating, designing, and managing professional forms with PDF generation capabilities.
Your data is protected with:
For support or inquiries:
Email: support@swiftsheet.co.uk
Privacy Inquiries: support@swiftsheet.co.uk
© 2025 Distex Ltd. All rights reserved.
SwiftSheet is a trademark of Distex Ltd.
Common questions about using SwiftSheet
Designer PDF allows you to create custom, professional PDF layouts by dragging and positioning form fields exactly where you want them. You can also add lines, rectangles, and text to create branded, polished documents.
The purple star indicator shows that Designer PDF is enabled for that form. When enabled, PDFs will use your custom layout instead of the standard format.
1. Enable Edit Mode
2. Click the purple star on a form card
3. Drag fields from the sidebar onto the canvas
4. Position and resize fields as needed
5. Add drawing elements (lines, rectangles, text)
6. Save your layout
No, form filling is only available on the iOS app. The web app is designed for creating forms, managing customers, and viewing submissions. Use the iPad or iPhone app to fill forms in the field.
Page Sections (previously called Page Breaks) create new pages in your form and add section headers in the generated PDF. You must give each section a custom name (e.g., "Customer Information", "Equipment Details") which appears as styled headers.
Fixed Digits validates that numbers have an exact number of digits. Perfect for phone numbers (11 digits), account numbers, or any field requiring specific digit counts. You can set min/max digit requirements.
Mirror Field automatically copies the value from another field in real-time. Useful when you need the same information to appear in multiple places without re-entering it.
Customer Data field lets you search and select a customer from your database. When selected, it can automatically fill in other fields with customer information (name, phone, address, etc.) using autofill mappings.
Barcode field uses the iOS camera to scan barcodes (QR, EAN, UPC, Code 128, etc.). On the web, it displays as a text input field. The scanned value is stored as text in your submissions.
Customer ID Photo is a protected field for capturing sensitive identification documents. These photos are hidden from the submissions list for privacy but are included in generated PDFs.
Customer photos are securely stored in Replit App Storage. They can be clicked to enlarge for better viewing. All photos are automatically embedded in PDFs and synchronized across web and iOS.
Conditional Logic allows fields to show or hide based on answers to other fields. For example, show "Price" only when "Screen Protector" equals "Tempered Glass". Supports AND/OR logic for multiple conditions.
Calculate field automatically performs math on other number fields. You can add, subtract, multiply, or divide field values. Perfect for totals, tax calculations, or any automated math.
When you delete a form, all submissions from that form are preserved in the database for record-keeping. The submissions will still appear on the Submissions page with the original form name displayed. This ensures you don't lose important historical data even if you no longer need the form template.
Yes, individual submissions can be searched and deleted from the web app. On the Submissions page, use the search bar to find specific submissions, then delete them individually as needed. This allows you to manage your submission history without affecting the form template.
You can permanently delete your account from Settings > Account Management > Delete Account. This will immediately delete ALL your data including forms, submissions, customers, and photos. This action cannot be undone. If you have an active subscription, cancel it first through the Stripe Customer Portal before deleting your account.
The storage setting in Settings controls where PDFs are automatically uploaded when you submit forms on the iOS app. You can choose Dropbox or OneDrive for automatic cloud uploads. This setting only affects the iOS app.
On the Submissions page, click any submission to view details. Use the "Download PDF" or "Download Designer PDF" buttons to regenerate and download PDFs directly to your computer. These downloads always go to your computer, regardless of your storage settings.
iOS App: When you submit a form on iOS, PDFs are automatically uploaded to your chosen cloud storage (Dropbox or OneDrive).
Web App: When you regenerate PDFs from the Submissions page, they always download to your computer. If you need them in cloud storage, you can manually upload them from your computer.
Workflows let managers create pre-filled, partially locked forms in batches (up to 50) and assign them to field engineers. Engineers complete these jobs on the iOS app, and all submissions (including photos and PDFs) are stored in the manager's account.
1. Go to Workflows tab
2. Click "Forms" to see your form templates
3. Click "Create Workflows" on a form
4. Add team members if you haven't already
5. Configure pre-filled data (customer info, job numbers, etc.)
6. Lock fields you don't want engineers to change
7. Assign to team members
8. Submit batch (up to 50 workflows at once)
Job numbers are automatically generated sequentially per manager. Any text field containing "job" in its label/ID will be auto-filled and locked when creating workflows. Workflow names auto-generate as "Job #123 - Customer Name" for easy tracking.
Add team members via Workflows > Team tab. Enter their email address - they must create their own SwiftSheet account with that exact email to receive assigned jobs. Team members log in separately on the iOS app and see only their assigned workflows.
No. Engineers only see workflows assigned to them. They can view your customer database (to select customers when filling forms), but cannot edit or delete customers. All submissions, photos, and data go to YOUR account, not theirs.
Workflow Mode (Settings > Work Mode on iOS) is a simplified interface for field engineers. When enabled, they only see their Jobs tab - hiding forms, personal submissions, and manager features. Managers can toggle this off to access all features.
On the web app, go to Workflows > Assignments to see all workflows with status badges (ACTIVE, COMPLETED, CANCELLED). Completed workflows show the submission date/time below the badge. On iOS, engineers have Current and Completed tabs with static timestamps.
On the web app, you can delete workflows (submissions are preserved). On iOS, engineers can swipe left on completed jobs to hide them from view locally - this doesn't delete the workflow from your account, just clears their completed list.
When an engineer submits a workflow on iOS, the submission goes to YOUR account (the manager). PDFs are generated with your branding, automatically emailed to customers (if enabled), and uploaded to your Dropbox/OneDrive. You see all workflow submissions in your Submissions page.
Pre-filled data is information you enter when creating workflows (customer names, job details, default values). Locked fields prevent engineers from changing certain values. For example, you can pre-fill a customer and lock it so the engineer can't change who the job is for.
SwiftSheet costs £9.99/month for unlimited forms, customers, and submissions. Subscribe through the iOS app to unlock all features. Form filling is only available on the iOS app.
All data is stored securely in PostgreSQL database with AES-256-GCM encryption for sensitive information. Form photos are stored in Replit App Storage. Your data is isolated per-user for privacy.
Create your new form
Design your PDF
Search across all your submitted forms and view full details
Create workflow assignments for field engineers
Export your form submission data to CSV for analysis and reporting
Manage your customer database for form auto-fill