Custom Forms and Chats

Get data into your workflows easily, through Docxster Forms or Docxster Chat.

Don't wait for IT to build your document workflow.
Build it yourself.

Get data into your workflows easily, through Docxster Forms or Docxster Chat.

Docxster Forms capture data in a structured format using fields you define, so it lands clean and ready to use. Docxster Chat lets people submit in plain language and drop in documents without filling out a single field. Both start a workflow the moment someone submits.

Docxster Forms capture data in a structured format using fields you define, so it lands clean and ready to use. Docxster Chat lets people submit in plain language and drop in documents without filling out a single field. Both start a workflow the moment someone submits.

Docxster Forms and Docxster Chat are the two ways information enters a Docxster workflow.

You use a Docxster Form when you know exactly what you need, like a vendor's name, tax details, and uploaded registration documents.

You use Docxster Chat when the input varies, like a customs broker sending a commercial invoice, packing list, and bill of lading in one go. Both live at a public link, and both start a Docxster workflow the moment someone hits submit.

Docxster Forms and Docxster Chat are the two ways information enters a Docxster workflow.

You use a Docxster Form when you know exactly what you need, like a vendor's name, tax details, and uploaded registration documents.

You use Docxster Chat when the input varies, like a customs broker sending a commercial invoice, packing list, and bill of lading in one go. Both live at a public link, and both start a Docxster workflow the moment someone hits submit.

Docxster Forms and Docxster Chat are the two ways information enters a Docxster workflow.

You use a Docxster Form when you know exactly what you need, like a vendor's name, tax details, and uploaded registration documents.

You use Docxster Chat when the input varies, like a customs broker sending a commercial invoice, packing list, and bill of lading in one go. Both live at a public link, and both start a Docxster workflow the moment someone hits submit.

Two ways to ingest data.
One workflow engine behind both.

Two ways to ingest data.
One workflow engine behind both.

New intake form

DRAFT

Document type

Invoice

Drag files here

Restrict to vendors

Build a form in minutes, and control who sees it.

New intake form

DRAFT

Document type

Invoice

Drag files here

Restrict to vendors

STRUCTURED FORMS

Build a form in minutes, and control who sees it.

Docxster Chat

LIVE

Send all shipping docs for PO 2208

BOL.pdf

Commercial invoice.pdf

Packing list.pdf

Attaching 3 files…

For when the input varies.

Docxster Chat

LIVE

Send all shipping docs for PO 2208

BOL.pdf

Commercial invoice.pdf

Packing list.pdf

Attaching 3 files…

DOCXSTER CHAT

For when the input varies.

Share form

PUBLIC

docxster.com/f/intake-2208

Copy link

No account needed — open to vendors & partners

docxster.com/f/intake-2208

Copy link

No login, no friction.

Share form

PUBLIC

docxster.com/f/intake-2208

Copy link

No account needed — open to vendors & partners

docxster.com/f/intake-2208

Copy link

SHARE WITH A LINK

No login, no friction.

Vendor onboarding

THEME

Company name

Acme Corporation

Submit

Professional out of the box.

Vendor onboarding

THEME

Company name

Acme Corporation

Submit

CLEAN BY DEFAULT

Professional out of the box.

Workflow run

AUTO

Form submitted

just now

Read documents

Extracts every field

Done

Validate data

Checks totals & rules

Running

Route approvals

Sends to the right team

Queued

Update systems

Syncs ERP & CRM

Queued

Submit is the trigger.

Workflow run

AUTO

Form submitted

just now

Read documents

Extracts every field

Done

Validate data

Checks totals & rules

Done

Route approvals

Sends to the right team

Done

Update systems

Syncs ERP & CRM

Done

STARTS THE WORKFLOW

Submit is the trigger.

Document intake

IDP

Drag & drop — multi-page & multi-file

Routes straight into Docxster IDP

Documents go straight to work.

Document intake

IDP

Drag & drop — multi-page & multi-file

Routes straight into Docxster IDP

FILE UPLOADS BUILT IN

Documents go straight to work.

Real workflows. Real teams.

A look at how everyday document work actually runs on Docxster, end to end.

Vendor Onboarding

A form collects vendor details and documents, then creates the vendor record automatically.

Vendor Onboarding

A form collects vendor details and documents, then creates the vendor record automatically.

Document Intake

Drop any document here. We’ll classify, extract, and file it automatically.

Drop a document or type a question...

Attach files

Document Intake Chat

A chat where your ops team drops documents to read and file.

Expense Submission

Employees submit receipts and details, routed to managers for approval.

Customer KYC Collection

A link that collects ID, address proof, and compliance documents from customers.

Support Request Intake

A form that captures requests and attachments, routed to the right team.

The human layer for every document workflow.

The human layer for every document workflow.

Questions you might be asking.

Questions you might be asking.

What's the difference between a Docxster Form and Docxster Chat?

A Docxster Form is structured, with predefined fields someone fills in, so you use it when you know exactly what you're collecting, like vendor onboarding details. Docxster Chat is open, letting someone drop text or documents into a conversation, so you use it when documents vary or arrive together, like a batch of shipping papers.

Where do Docxster Forms and Docxster Chat live?

Every Docxster Form and Docxster Chat gets a public link hosted by Docxster, which you share directly or send by email. The people filling them in don't need a Docxster login.

Can we add our own branding?

Docxster Forms and Docxster Chat are clean and professional by default, and you control the title, description, and field labels. Custom branding options are available depending on your plan.

What file types can people upload?

PDFs, Word documents, images, spreadsheets, and scanned files. Multi-page and multi-file uploads work by default.

What happens after someone submits a Docxster Form?

The Docxster workflow attached to that form or chat runs immediately, carrying out the steps you've built, from reading the uploaded documents and validating the data to routing approvals, updating your systems, and sending notifications.

Is there a separate cost for Docxster Forms and Docxster Chat?

No. Docxster Forms and Docxster Chat come with the platform, so you build as many as you need.

Stop collecting documents over email.

Whether it's vendor paperwork buried in your inbox or expense receipts scattered across a shared folder, Docxster Forms and Docxster Chat replace the back-and-forth with one link that captures everything and starts the workflow automatically.