PDF-first intake, done right

Turn your PDF intake forms into a guided, validated, autosaved experience.

Respondents complete your real forms online with live validation and autosave. Staff receive complete, archive-ready PDFs — without chasing corrections. Each client runs on their own subdomain.

Checked before submit
sunbeam.formpacket.app
Health & safety62%

Guardian full name

Maria Delgado

Daytime phone

(415) 555-0132

Date of birth

5/1

Emergency contact

Name & phoneRequired

Allergies & dietary notes

Peanut allergy — see attached plan

Guardian signature

Maria Delgado

Date

07/02/2026

Autosaves as you type

HEALTH & SAFETY INFORMATION

Sunbeam enrollment packet · page 2 of 4

Maria Delgado

Guardian full name

(415) 555-0132

Daytime phone

5/14/2021

Date of birth

Danny Delgado — (415) 555-0198

Emergency contact

Peanut allergy — see attached plan

Allergies & dietary notes

Maria Delgado

Guardian signature

07/02/2026

Date

Form HS-2 · rev 03/252 / 4

Welcome back — let's get your forms done.

3 packets assigned · everything saves as you go

Health & safety

For Theo Delgado

In progress
62%Continue →

Enrollment packet

For Theo Delgado

Submitted
100%View

Field trip permission

For Theo Delgado

Not started
0%Start →

See the respondent's home ›

Flattened PDF → your Drive

Built to make intake painless.

Respondents fill the real PDF

Inputs overlay the actual form. Desktop & tablet first, with a phone fallback.

Bad data can't get through

Live validation, required fields, signatures and attachments — checked before submit.

Clean PDFs for staff

We generate a flattened final PDF and archive it to your Drive automatically.

Secure by default

Per-tenant isolation, encryption at rest, secure links — no sensitive data in email.

How it works

From the PDFs you already have to finished packets in your Drive — here's the whole loop.

1

Send us your forms

We take the PDF packets you already use and set them up on your own subdomain — no rebuilding, no new formats.

Any static or fillable PDF · grouped into packets

2

Staff assign packets

Your staff pick a respondent, choose a packet, and we email them a secure sign-in link. No accounts to create, no passwords to reset.

Returning respondents in one click · new emails double-checked

3

Respondents fill them online

Guided fields sit on top of your real form, with live validation, signatures and autosave — they can stop and pick up right where they left off.

Desktop, tablet or phone · saves as they type

4

Staff track it all — and get finished PDFs

The dashboard shows who's started, who's stuck and who's submitted. Every finished packet arrives complete, flattened and archived to your Drive.

Progress at a glance · an alert on every submission

Want this for your organization?

We onboard clients by hand right now. Tell us about your forms and we'll get you set up on your own subdomain.

Contact us