# Feathery Docs ## External Docs - [Getting Started](https://docs.feathery.io/platform/getting-started.md) - [Form Fields](https://docs.feathery.io/platform/form-fields.md): Fields are the fundamental unit of data in Feathery. Learn how they behave and how to use them. - [Hidden Fields](https://docs.feathery.io/platform/form-fields/hidden-fields.md): Hidden fields are fields that aren't visible to your end users and can't be directly filled out from the form. - [How to Set Field Values](https://docs.feathery.io/platform/form-fields/set-field-values.md): There are many ways you can set a Feathery form or hidden field value. - [Link Fields Across Forms](https://docs.feathery.io/platform/form-fields/link-fields-across-forms.md): Your fields can be linked together to share data and properties. - [Custom Field Input Format](https://docs.feathery.io/platform/form-fields/custom-field-input-format.md) - [Build Forms](https://docs.feathery.io/platform/build-forms.md): A detailed guide for navigating the Feathery dashboard while building a form. - [Elements](https://docs.feathery.io/platform/build-forms/elements.md): A detailed description of the elements available to you as you're building a Feathery form. - [Basic](https://docs.feathery.io/platform/build-forms/elements/basic.md): Basic Feathery elements include all non-field elements, including buttons, text, progress bars, images, and more. - [Container](https://docs.feathery.io/platform/build-forms/elements/basic/container.md): A Feathery Container is a box that can organize other elements within it into specific layouts. It can also be styled. - [Button](https://docs.feathery.io/platform/build-forms/elements/basic/button.md): A Feathery Button is clickable and contains text and an optional icon. It allows for detailed styling of states like hover, select, error, and more. - [Text](https://docs.feathery.io/platform/build-forms/elements/basic/text.md): A Feathery Text allows the user to show free-form text and dynamic field values. It can optionally be clickable and supports detailed text styling. - [Progress](https://docs.feathery.io/platform/build-forms/elements/basic/progress.md): A Progress element will automatically track and show user progress as they progress through the form. - [Image](https://docs.feathery.io/platform/build-forms/elements/basic/image.md): A Feathery Image will automatically show an uploaded or dynamic image on your form. - [PDF Viewer](https://docs.feathery.io/platform/build-forms/elements/basic/pdf-viewer.md): A Feathery Image will automatically show an user-uploaded PDF document on your form. - [Video](https://docs.feathery.io/platform/build-forms/elements/basic/video.md): A Feathery Video element will automatically show a linked video on your form. - [Table](https://docs.feathery.io/platform/build-forms/elements/basic/table.md): The Table element allows you to display repeated fields and hidden fields in an organized layout. - [Tooltip](https://docs.feathery.io/platform/build-forms/elements/basic/tooltip.md): A Feathery tooltip will show your user helper text when they interact with it. - [Tabs](https://docs.feathery.io/platform/build-forms/elements/basic/tabs.md): Let users navigate between form steps with labeled tabs. - [Fields](https://docs.feathery.io/platform/build-forms/elements/fields.md): Feathery supports a comprehensive set of fields that are completely configurable and allow the user to enter a wide variety of data. - [Address](https://docs.feathery.io/platform/build-forms/elements/fields/address.md): The Feathery Address fields allow users to enter an autocompleted street address powered by Google Maps. - [Street Address Line 1](https://docs.feathery.io/platform/build-forms/elements/fields/address/street-address-line-1.md): The Street Address Line 1 field allows users to enter the first line of an autocompleted street address powered by Google Maps. - [Street Address Line 2](https://docs.feathery.io/platform/build-forms/elements/fields/address/street-address-line-2.md): The Street Address Line 2 field allows users to enter the second line of an autocompleted street address powered by Google Maps. - [City](https://docs.feathery.io/platform/build-forms/elements/fields/address/city.md): The Feathery City field allows users to enter the city of an autocompleted street address powered by Google Maps. - [State](https://docs.feathery.io/platform/build-forms/elements/fields/address/state.md): The Feathery State field allows users to enter the state of an autocompleted street address powered by Google Maps. - [Country](https://docs.feathery.io/platform/build-forms/elements/fields/address/country.md): The Feathery Country field allows users to enter the country of an autocompleted street address powered by Google Maps. - [Zip Code](https://docs.feathery.io/platform/build-forms/elements/fields/address/zip-code.md): The Feathery Zip Code field allows users to enter the city of an autocompleted street address powered by Google Maps. - [Button Group](https://docs.feathery.io/platform/build-forms/elements/fields/button-group.md): The Feathery Button Group field allows users to create a group of selectable buttons with different values, labels, and icons. - [Checkbox](https://docs.feathery.io/platform/build-forms/elements/fields/checkbox.md): The Feathery Checkbox field allows users to check a checkbox off or on. - [Checkbox Group](https://docs.feathery.io/platform/build-forms/elements/fields/checkbox-group.md): The Checkbox Group field allows users to select several options from a group of options, one per checkbox. - [Color Picker](https://docs.feathery.io/platform/build-forms/elements/fields/color-picker.md): The Color Picker field allows users to pick a color from a visual color palette. - [Combobox](https://docs.feathery.io/platform/build-forms/elements/fields/combobox.md): The Combobox field allows users to enter freeform text with autocomplete options. - [Dropdown](https://docs.feathery.io/platform/build-forms/elements/fields/dropdown.md): The Dropdown field allows users to pick an option from a series of options that display in a popup list. - [Dropdown Multiselect](https://docs.feathery.io/platform/build-forms/elements/fields/dropdown-multiselect.md): The Dropdown Multiselect field allows users to pick multiple options from a series of options that display in a popup list. - [Date Selector](https://docs.feathery.io/platform/build-forms/elements/fields/date-selector.md): The Date Selector field allows users to choose a date from a visual interface. - [Time Selector](https://docs.feathery.io/platform/build-forms/elements/fields/time-selector.md): The Time Selector field allows users to choose a specific time from a visual interface. - [Email](https://docs.feathery.io/platform/build-forms/elements/fields/email.md): The Email field allows users to enter a free-form email address. - [File Upload](https://docs.feathery.io/platform/build-forms/elements/fields/file-upload.md): The File Upload field allows users to upload one or multiple files, with constraints on file type and size. - [Matrix](https://docs.feathery.io/platform/build-forms/elements/fields/matrix.md): The matrix field allows you to set up a group of questions that all share the same options. - [Number](https://docs.feathery.io/platform/build-forms/elements/fields/number.md): The Number field allows users to enter a free-form numerical value. - [Password](https://docs.feathery.io/platform/build-forms/elements/fields/password.md): The password field allows users to securely enter a password, with custom requirements. - [Picture Choice](https://docs.feathery.io/platform/build-forms/elements/fields/picture-choice.md): A picture choice field can be implemented with the button group field and uploaded images on each button. - [Pin Input](https://docs.feathery.io/platform/build-forms/elements/fields/pin-input.md): The Pin Input field allows users to enter a numerical pin code of a preset length. - [Phone Number](https://docs.feathery.io/platform/build-forms/elements/fields/phone-number.md): The Phone Number field allows users to enter an international phone number with proper validation. - [Radio Group](https://docs.feathery.io/platform/build-forms/elements/fields/radio-group.md): The Radio Group field allows users to pick one option among many, one per radio button. - [Rating](https://docs.feathery.io/platform/build-forms/elements/fields/rating.md): The Rating field allows users to pick a rating among a preset range of values, with a custom rating icon. - [Signature](https://docs.feathery.io/platform/build-forms/elements/fields/signature.md): The Signature field presents a canvas that users can use to draw a signature. - [Legally Binding Signatures](https://docs.feathery.io/platform/build-forms/elements/fields/signature/legally-binding-signatures.md): Electronic signatures that you collect through Feathery are valid and legally binding. - [Slider](https://docs.feathery.io/platform/build-forms/elements/fields/slider.md): The Slider field allows users to slide a knob between a custom range of values with a custom interval. - [Social Security Number](https://docs.feathery.io/platform/build-forms/elements/fields/social-security-number.md): The Social Security Number field allows users to securely enter a social security number. This is especially useful for secure forms like a loan application. - [Text Area](https://docs.feathery.io/platform/build-forms/elements/fields/text-area.md): The Text Area field allows users to enter a free-form, long text entry that can contain newlines. - [Text Field](https://docs.feathery.io/platform/build-forms/elements/fields/text-field.md): The Text field allows users to enter a freeform text entry with configurable options for allowed characters, length, mask, and more. - [Payment Method](https://docs.feathery.io/platform/build-forms/elements/fields/payment-method.md): The Payment Method field, backed by Stripe, allows users to securely enter a PCI-compliant credit card number. - [URL](https://docs.feathery.io/platform/build-forms/elements/fields/url.md): The URL field allows users to enter a free-form URL. - [Custom HTML, JS, CSS, and Iframes](https://docs.feathery.io/platform/build-forms/elements/custom-html-js-css-and-iframes.md): You can add custom HTML, Javascript, and iframes directly to your Feathery form. - [Custom Fields](https://docs.feathery.io/platform/build-forms/elements/custom-fields.md): Build a custom field by using React code or composing multiple Feathery elements together. - [React Fields](https://docs.feathery.io/platform/build-forms/elements/custom-fields/react-fields.md): Customize your forms with your own components written in React. - [Compose Elements](https://docs.feathery.io/platform/build-forms/elements/custom-fields/compose-elements.md): Build a custom field by composing multiple Feathery elements together. - [Design](https://docs.feathery.io/platform/build-forms/design.md): A guide for designing your Feathery form. - [Reuse styles and elements](https://docs.feathery.io/platform/build-forms/design/reuse-styles-and-elements.md): Each form is backed by a theme, which is its design system. It allows you to avoid needing to restyle every similar element on your form. - [Styling](https://docs.feathery.io/platform/build-forms/design/reuse-styles-and-elements/styling.md): Themes follow an inherited styling pattern where you can set styles at a global and per-element level. - [Assets](https://docs.feathery.io/platform/build-forms/design/reuse-styles-and-elements/assets.md): Assets are form elements configured with certain sets of styles and properties. They can then be reused throughout your form. - [Alignment and Spacing](https://docs.feathery.io/platform/build-forms/design/alignment-and-spacing.md): Quickly align and space out elements in your form. - [Sizing Forms and Elements](https://docs.feathery.io/platform/build-forms/design/sizing-forms-and-elements.md): Flexibly size your elements and overall form using fixed and responsive units. - [Responsive Layouts](https://docs.feathery.io/platform/build-forms/design/responsive-layouts.md): Feathery forms have built-in responsiveness that is also customizable by you at a granular level. - [Actions](https://docs.feathery.io/platform/build-forms/actions.md): When a user clicks buttons, text, or containers on your form, you can trigger a wide variety and sequence of form actions to occur. - [Logic](https://docs.feathery.io/platform/build-forms/logic.md): Feathery supports powerful logic features that allow you to completely personalize your form experience. - [Navigate Steps Conditionally](https://docs.feathery.io/platform/build-forms/logic/navigate-steps-conditionally.md): Create conditional rules for how the user navigates from one step of your form to another. - [Show Elements Conditionally](https://docs.feathery.io/platform/build-forms/logic/show-elements-conditionally.md): Conditionally hide and show different form elements depending on your field values. - [Custom Field Validation](https://docs.feathery.io/platform/build-forms/logic/custom-field-validation.md): Create custom logic for comparing and validating field values. - [Available Conditions](https://docs.feathery.io/platform/build-forms/logic/available-conditions.md): Feathery supports building conditional logic for navigating between steps, hiding / showing elements, and custom field validation rules.. - [Display Dynamic Text](https://docs.feathery.io/platform/build-forms/logic/display-dynamic-text.md): Display dynamic text on your form that changes depending on the value of a form or hidden field. - [Dynamically Repeating Containers](https://docs.feathery.io/platform/build-forms/logic/dynamically-repeating-containers.md): Have a form container and its contents dynamically repeat a number of times. - [Advanced Logic & API Connections](https://docs.feathery.io/platform/build-forms/advanced-logic.md): Have total control of your form at specific interaction points, including submissions, errors, and more. - [Visual Rule Builder](https://docs.feathery.io/platform/build-forms/advanced-logic/visual-rule-builder.md): Configure logic without needing to write code - [Connect to API Action](https://docs.feathery.io/platform/build-forms/advanced-logic/visual-rule-builder/connect-to-api-action.md): Send or receive data to/from any API without having to write code - [Salesforce API Connector](https://docs.feathery.io/platform/build-forms/advanced-logic/visual-rule-builder/connect-to-api-action/salesforce-api-connector.md): Feathery offers pre-configured Salesforce API connectors that allow users to write custom SOQL. - [Set Field Value Action](https://docs.feathery.io/platform/build-forms/advanced-logic/visual-rule-builder/set-field-value-action.md): A set field action requires the selection of a form field and a "value" that will be set into the field. - [Navigate Step Action](https://docs.feathery.io/platform/build-forms/advanced-logic/visual-rule-builder/navigate-step-action.md): The Navigate to Step action allows you to set up conditional navigation rules that take the user from one step of the form to another, directly in logic. - [Set Field Error Action](https://docs.feathery.io/platform/build-forms/advanced-logic/visual-rule-builder/set-field-error-action.md): The Set Error action allows you to set an error for a specific field on the form. - [Open URL Action](https://docs.feathery.io/platform/build-forms/advanced-logic/visual-rule-builder/open-url-action.md): The Open URL action allows you to open a URL conditionally, either in a new tab or replacing the current window. - [Set Calendly URL Action](https://docs.feathery.io/platform/build-forms/advanced-logic/visual-rule-builder/set-calendly-url-action.md): The Set Calendly URL action allows you to dynamically set the Calendly URL for an embedded Calendly scheduling flow. - [Javascript Rule Builder](https://docs.feathery.io/platform/build-forms/advanced-logic/javascript-rule-builder.md): Build complex, powerful custom rules with JavaScript - [API Connections in Code](https://docs.feathery.io/platform/build-forms/advanced-logic/javascript-rule-builder/api-connections-in-code.md) - [Trigger Integrations from Logic](https://docs.feathery.io/platform/build-forms/advanced-logic/javascript-rule-builder/trigger-integrations-from-logic.md) - [Sharing Code](https://docs.feathery.io/platform/build-forms/advanced-logic/javascript-rule-builder/sharing-code.md): Create Javascript functions and constants that can be shared across your logic rules. - [Add Javascript Libraries](https://docs.feathery.io/platform/build-forms/advanced-logic/javascript-rule-builder/add-javascript-libraries.md): Insert Javascript libraries into the head code of the form to use library functions within the logic rules - [Reusable Logic Configs](https://docs.feathery.io/platform/build-forms/advanced-logic/javascript-rule-builder/reusable-logic-configs.md): Define globally available logic configurations to use in your Javascript logic rules - [Examples](https://docs.feathery.io/platform/build-forms/advanced-logic/examples.md) - [API Connectors](https://docs.feathery.io/platform/build-forms/advanced-logic/examples/api-connectors.md) - [Dynamic dropdown options](https://docs.feathery.io/platform/build-forms/advanced-logic/examples/api-connectors/dynamic-dropdown-options.md) - [Dynamic form navigation](https://docs.feathery.io/platform/build-forms/advanced-logic/examples/api-connectors/dynamic-form-navigation.md) - [Pre-fill form from Salesforce](https://docs.feathery.io/platform/build-forms/advanced-logic/examples/api-connectors/pre-fill-form-from-salesforce.md): Use a user email to pull their Salesforce data and pre-fill form fields - [Pre-fill form from Hubspot](https://docs.feathery.io/platform/build-forms/advanced-logic/examples/api-connectors/pre-fill-form-from-hubspot.md): Use a user email to pull their Hubspot data and pre-fill form fields - [Pre-fill field options from Google Sheets](https://docs.feathery.io/platform/build-forms/advanced-logic/examples/api-connectors/pre-fill-field-options-from-google-sheets.md): Pre-fill field options with dynamically pulled data from a Google Sheet - [Generate ChatGPT Message](https://docs.feathery.io/platform/build-forms/advanced-logic/examples/api-connectors/generate-chatgpt-message.md): Integrate your Feathery form with GPT or any AI service to generate intelligent responses to form inputs that are editable and can power logic. - [Field Validation](https://docs.feathery.io/platform/build-forms/advanced-logic/examples/field-validation.md) - [Complex Field Validation](https://docs.feathery.io/platform/build-forms/advanced-logic/examples/field-validation/complex-field-validation.md) - [Date and Time Validations](https://docs.feathery.io/platform/build-forms/advanced-logic/examples/field-validation/date-and-time-validations.md): Comparing dates in validation logic - [Initialize Date Field](https://docs.feathery.io/platform/build-forms/advanced-logic/examples/initialize-date-field.md): Initialize Date and Date-Time fields - [Dynamically set field placeholder](https://docs.feathery.io/platform/build-forms/advanced-logic/examples/dynamically-set-field-placeholder.md) - [Randomize Field Option Order](https://docs.feathery.io/platform/build-forms/advanced-logic/examples/randomize-field-option-order.md): Randomize the order of options in a field (e.g. dropdown) - [Update field options based on previous selection](https://docs.feathery.io/platform/build-forms/advanced-logic/examples/update-field-options-based-on-previous-selection.md): Update the options of a dropdown field based on what the user selects in the previous dropdown field. - [Automated tests](https://docs.feathery.io/platform/build-forms/advanced-logic/automated-tests.md): Write automated tests to ensure your logic rules behave as expected. - [Integrations](https://docs.feathery.io/platform/build-forms/integrations.md): Feathery offers over 130 native integrations to popular third party software tools. - [Event Triggers](https://docs.feathery.io/platform/build-forms/integrations/event-triggers.md): Pick an event trigger for when to run your integration - [Examples](https://docs.feathery.io/platform/build-forms/integrations/examples.md): Examples of specific types of integrations you can set up with Feathery. - [Upload Files to Google Drive](https://docs.feathery.io/platform/build-forms/integrations/examples/upload-files-to-google-drive.md): Here's a step-by-step walkthrough of how to upload files from Feathery to Google Drive. - [Set Up a Staging Environment](https://docs.feathery.io/platform/build-forms/set-up-a-staging-environment.md) - [Require Login to Forms](https://docs.feathery.io/platform/build-forms/require-login-to-forms.md): Enable login for dashboard users to authenticated forms for your organization - [Launch Forms](https://docs.feathery.io/platform/launch-forms.md): Once you've built your form, Feathery has powerful features for launching your form securely and reliably. - [Embed Your Forms](https://docs.feathery.io/platform/launch-forms/embed-your-forms.md): Feathery forms can be embedded into any web-based experience. - [Custom URLs & SEO](https://docs.feathery.io/platform/launch-forms/custom-urls-and-seo.md): Configure custom subdomains, domains, apex URLs, and metadata to display with your Feathery-hosted forms. - [User Tracking](https://docs.feathery.io/platform/launch-forms/user-tracking.md) - [Completion Criteria](https://docs.feathery.io/platform/launch-forms/completion-criteria.md): There are a few rules for determining if your end users have completed your form or not. - [UTM Parameters](https://docs.feathery.io/platform/launch-forms/utm-parameters.md): How to track UTM Parameters in Feathery - [Accessibility Standards](https://docs.feathery.io/platform/launch-forms/accessibility-standards.md) - [Analytics](https://docs.feathery.io/platform/launch-forms/analytics.md): Track your core form conversion metrics natively in Feathery to understand how users interact with your forms. - [A/B Testing](https://docs.feathery.io/platform/launch-forms/ab-testing.md): Run A/B tests natively in Feathery to optimize your user conversion rate and engagement. - [Offline Mode](https://docs.feathery.io/platform/launch-forms/offline-mode.md): Offline submissions are automatically saved locally and synced when the user is back online - [Document Intelligence](https://docs.feathery.io/platform/document-intelligence.md): Extract structured data via natural language from documents, images, and spreadsheets. - [Supported Document Types](https://docs.feathery.io/platform/document-intelligence/supported-document-types.md): Feathery Document Intelligence handles a variety of document and media types. - [Document and Image Extractions](https://docs.feathery.io/platform/document-intelligence/supported-document-types/document-and-image-extractions.md) - [Spreadsheet and CSV Extractions](https://docs.feathery.io/platform/document-intelligence/supported-document-types/spreadsheet-and-csv-extractions.md) - [Free-form Extractions](https://docs.feathery.io/platform/document-intelligence/supported-document-types/free-form-extractions.md) - [Audio Extractions](https://docs.feathery.io/platform/document-intelligence/supported-document-types/audio-extractions.md): Fill out Feathery forms in real time by allowing our bot to join your meetings - [Prompting Guide](https://docs.feathery.io/platform/document-intelligence/prompting-guide.md) - [Review Extractions](https://docs.feathery.io/platform/document-intelligence/review-extractions.md): Feathery Document Intelligence allows natively reviewing extracted data, along with where they were pulled from and confidence in the result. - [Confidence Scores](https://docs.feathery.io/platform/document-intelligence/review-extractions/confidence-scores.md) - [Post Processing](https://docs.feathery.io/platform/document-intelligence/post-processing.md): Post-process extracted document data, including validation & routing to end systems. - [Integrations](https://docs.feathery.io/platform/document-intelligence/integrations.md): Automatically pull documents and emails from third-party repositories to be processed. - [Email Inbox](https://docs.feathery.io/platform/document-intelligence/integrations/email-inbox.md): Process emails & documents pulled automatically from your email inbox. - [Edit Extraction Queries in Bulk](https://docs.feathery.io/platform/document-intelligence/edit-extraction-queries-in-bulk.md): The JSON editor in the Bulk Edit tab for query configuration must follow the provided schema for validation. All fields must be present unless otherwise specified. - [Examples](https://docs.feathery.io/platform/document-intelligence/examples.md) - [Investment Report](https://docs.feathery.io/platform/document-intelligence/examples/investment-report.md): Learn how to extract data from an investment report statement. - [Computer Agents](https://docs.feathery.io/platform/computer-agents.md): AI agents that operate websites for you, for systems that have no API. - [Credentials & Browser Policy](https://docs.feathery.io/platform/computer-agents/credentials-and-browser-policy.md): Store the logins an agent needs, and limit where its browser can go. - [Trigger a Run](https://docs.feathery.io/platform/computer-agents/trigger-a-run.md): Run an agent on a schedule, from the dashboard, or from a form. - [Review a Run](https://docs.feathery.io/platform/computer-agents/review-a-run.md): Watch an agent work, respond when it needs you, and review what it did. - [Document Autofill & Signatures](https://docs.feathery.io/platform/document-autofill-and-signatures.md): Feathery Document Autofill & Signatures allow you to automatically fill, generate, and sign any document template. - [Autofill Document Templates](https://docs.feathery.io/platform/document-autofill-and-signatures/autofill-document-templates.md): Automatically fill and route document templates from your form submission data - [PDF Autofill](https://docs.feathery.io/platform/document-autofill-and-signatures/autofill-document-templates/pdf-autofill.md): Automatically fill and route PDF templates from your form or AI data. - [Word Doc Autofill](https://docs.feathery.io/platform/document-autofill-and-signatures/autofill-document-templates/word-doc-autofill.md): Automatically fill and route Word doc templates from your form or AI data. - [Dynamic Tables](https://docs.feathery.io/platform/document-autofill-and-signatures/autofill-document-templates/word-doc-autofill/dynamic-tables.md): This snippet lets you create tables that automatically adjust to match the length of your field values. The generated table will have one column per field. - [Excel Autofill](https://docs.feathery.io/platform/document-autofill-and-signatures/autofill-document-templates/excel-autofill.md): Automatically fill and route Excel templates from your form or AI data. - [PowerPoint Autofill](https://docs.feathery.io/platform/document-autofill-and-signatures/autofill-document-templates/powerpoint-autofill.md): Automatically fill and route PowerPoint templates from your form or AI data. - [InDesign Autofill](https://docs.feathery.io/platform/document-autofill-and-signatures/autofill-document-templates/indesign-autofill.md): Automatically fill and route InDesign templates from your form or AI data. - [Signature Workflows](https://docs.feathery.io/platform/document-autofill-and-signatures/signature-workflows.md): Fill out and sign your documents directly. - [Signature Notifications](https://docs.feathery.io/platform/document-autofill-and-signatures/signature-workflows/signature-notifications.md): You can customize your document signature notifications. - [Access Signed Documents](https://docs.feathery.io/platform/document-autofill-and-signatures/signature-workflows/access-signed-documents.md) - [21 CFR Part 11 Compliance](https://docs.feathery.io/platform/document-autofill-and-signatures/signature-workflows/21-cfr-part-11-compliance.md): Feathery Signatures is compliant with 21 CFR Part 11. - [Export Form Submission PDF](https://docs.feathery.io/platform/document-autofill-and-signatures/export-form-submission-pdf.md): Export your form submissions in a formatted PDF - [Collaborative Workflows](https://docs.feathery.io/platform/collaborative-workflows.md): Feathery supports complex form and document workflows involving multiple stakeholders - [Collaboration](https://docs.feathery.io/platform/collaborative-workflows/collaboration.md): Feathery supports advanced collaboration use cases for form workflows. - [Email Invite](https://docs.feathery.io/platform/collaborative-workflows/collaboration/email-invite.md): You may invite all of your form collaborators via email to access and edit the submission. - [Start Directly](https://docs.feathery.io/platform/collaborative-workflows/collaboration/start-directly.md): If you're the first collaborator on the form submission, you can skip the email flow. - [Anonymous Starts](https://docs.feathery.io/platform/collaborative-workflows/collaboration/anonymous-starts.md): Collaborative submissions can be initiated from the form anonymously - [Review, Edit & Approve](https://docs.feathery.io/platform/collaborative-workflows/review-edit-approve.md): Build complex submission review & approval flows with Feathery - [Unique Submission Links](https://docs.feathery.io/platform/collaborative-workflows/unique-submission-links.md): You can access a form submission via a unique link to edit across browsers. - [Data Hubs](https://docs.feathery.io/platform/data-hubs.md): Synchronize workflow and integration data into custom data models - [Enterprise Compliance](https://docs.feathery.io/platform/enterprise-compliance.md): Feathery is compliant with most major regulatory standards and has advanced features to support enterprises. - [Security and Privacy](https://docs.feathery.io/platform/enterprise-compliance/security-and-privacy.md): Feathery was built from the ground up with security and privacy in mind. We're SOC 2, HIPAA, and GDPR compliant. - [Reliability and Performance](https://docs.feathery.io/platform/enterprise-compliance/reliability-and-performance.md): Feathery was built from the ground up with reliability and performance in mind. We cache your forms via CDNs that guarantee 100% uptime and incredibly fast delivery. - [Document Management](https://docs.feathery.io/platform/enterprise-compliance/document-management.md): Feathery supports compliant, observable document management workflows - [Data Sovereignty](https://docs.feathery.io/platform/enterprise-compliance/data-sovereignty.md): Feathery was built from the ground up with security and privacy in mind. We're SOC 2, HIPAA, and GDPR compliant. - [International Forms](https://docs.feathery.io/platform/international-forms.md): It's easy to internationalize your Feathery forms to be served to global audiences with our internationalized fields and intuitive translation features. - [Translate Forms](https://docs.feathery.io/platform/international-forms/translate-forms.md): Feathery forms can be easily translated into different languages and conditionally served to your different audiences based on their region. - [Right to Left (RTL) Support](https://docs.feathery.io/platform/international-forms/right-to-left-rtl-support.md): You may display your Feathery form from right to left instead of left to right, which is useful for languages such as Arabic. - [International Form Fields](https://docs.feathery.io/platform/international-forms/international-form-fields.md): Our form fields support international phone numbers, locations, and more. - [White Label Feathery](https://docs.feathery.io/platform/white-label-feathery.md): White labelling Feathery involves a few steps, in conjunction with the Feathery team. - [Offer Custom Form Templates](https://docs.feathery.io/platform/white-label-feathery/offer-custom-form-templates.md): Build your own custom form templates to offer your users. - [Custom Dashboard Domain](https://docs.feathery.io/platform/white-label-feathery/custom-dashboard-domain.md) - [Account Settings](https://docs.feathery.io/platform/account-settings.md): From your global account settings, you can manage your team, billing, domain settings, notifications, and more. - [Managing Your Team](https://docs.feathery.io/platform/account-settings/managing-your-team.md): Invite and remove members of your team from your account settings. - [Permissions and User Groups](https://docs.feathery.io/platform/account-settings/permissions-and-user-groups.md): Feathery allows you granular control over each of your teammate's permissions and user groups. - [Dashboard Shortcuts](https://docs.feathery.io/platform/account-settings/dashboard-shortcuts.md): Streamline the Feathery dashboard view for teammates by setting up custom dashboard shortcuts. - [Account Attributes](https://docs.feathery.io/platform/account-settings/account-attributes.md): You may set default and custom account attributes for each user in your team. - [FAQs](https://docs.feathery.io/platform/faqs.md): We address some frequently asked questions about building your form. - [Account & Billing](https://docs.feathery.io/platform/faqs/account-and-billing.md): We address some frequently asked questions about managing your account and billing. - [React SDK](https://docs.feathery.io/develop/react.md): @feathery/react is a React library that allows you to embed Feathery forms, access form state, and modify form behavior. - [API Guide](https://docs.feathery.io/develop/react/api-guide.md): @feathery/react's API guide - [init()](https://docs.feathery.io/develop/react/api-guide/init.md): Async function that initializes Feathery - [\
](https://docs.feathery.io/develop/react/api-guide/form.md): React component that renders a Feathery form - [contextRef](https://docs.feathery.io/develop/react/api-guide/form/contextref.md): ref object that can be used to access the context of a form - [Event Handlers](https://docs.feathery.io/develop/react/api-guide/form/event-handlers.md): Pass event handlers as props to the \ component to get access to the form at specific interaction points, including submission, errors, and more. - [onSubmit()](https://docs.feathery.io/develop/react/api-guide/form/event-handlers/onsubmit.md): This event handler runs when a step of the form is submitted. - [onLoad()](https://docs.feathery.io/develop/react/api-guide/form/event-handlers/onload.md): This event handler runs when a step of the form is loaded. - [onChange()](https://docs.feathery.io/develop/react/api-guide/form/event-handlers/onchange.md): This event handler runs when a field value is changed. - [onAction()](https://docs.feathery.io/develop/react/api-guide/form/event-handlers/onaction.md): This event handler runs when any form action is triggered. - [onError()](https://docs.feathery.io/develop/react/api-guide/form/event-handlers/onerror.md): This event handler runs when the form runs into a validation error. - [onFormComplete()](https://docs.feathery.io/develop/react/api-guide/form/event-handlers/onformcomplete.md): This event handler runs when a user completes the entire form. - [onView()](https://docs.feathery.io/develop/react/api-guide/form/event-handlers/onview.md): This event handler runs when a specific element becomes visible on the page. - [Custom JSX Components](https://docs.feathery.io/develop/react/api-guide/form/custom-jsx-components.md): Embed custom JSX components into your Feathery form. - [PopupOptions](https://docs.feathery.io/develop/react/api-guide/form/popupoptions.md): Configure your form to display above the rest of your site as a popup. - [initialLoader](https://docs.feathery.io/develop/react/api-guide/form/initialloader.md): Options for a loader while your form initializes - [getFieldValues()](https://docs.feathery.io/develop/react/api-guide/getfieldvalues.md): Function that fetches all of the field values of the current user of your form. - [setFieldValues()](https://docs.feathery.io/develop/react/api-guide/setfieldvalues.md): setFieldValues allows you to set custom values for the current user of your form on specific form and hidden fields. - [updateUserId()](https://docs.feathery.io/develop/react/api-guide/updateuserid.md): Change to a new user in your Feathery session or update the existing user's ID - [Login API](https://docs.feathery.io/develop/react/api-guide/login-api.md): @feathery/react's login API guide - [\](https://docs.feathery.io/develop/react/api-guide/login-api/login-form.md): Similar to the \ component but optimized to easily introduce login, signup, and onboarding functionality into your custom app. - [useAuthClient()](https://docs.feathery.io/develop/react/api-guide/login-api/useauthclient.md): A React hook that returns the auth library corresponding to your chosen auth integration. - [Inline vs Popup Form](https://docs.feathery.io/develop/react/inline-vs-popup-form.md): Your Feathery form can be shown inline with the rest of the document or above the rest of the document as a popup. - [Javascript SDK](https://docs.feathery.io/develop/javascript.md): Feathery's Javascript library allows you to embed Feathery forms, access form state, and modify form behavior. - [Context API](https://docs.feathery.io/develop/context-api.md): Common API functionality across advanced logic, event handlers, and the context ref. - [Field Object](https://docs.feathery.io/develop/context-api/field-object.md) - [field.setStyles()](https://docs.feathery.io/develop/context-api/field.setstyles.md): The API for setting field styles - [Deprecated Context API](https://docs.feathery.io/develop/context-api/deprecated-context-api.md): Context functions that have been deprecated and will be fully removed in a future SDK release - [MCP Server](https://docs.feathery.io/develop/mcp-server.md): Connect AI assistants like Claude and ChatGPT to Feathery to work with your forms, submissions, document extractions, meetings, and more. - [Connect to the MCP Server](https://docs.feathery.io/develop/mcp-server/connect-to-the-mcp-server.md): Connect Claude, ChatGPT, Claude Code, Cursor, VS Code, Codex, and other AI tools to Feathery by signing in with your Feathery account or using an API key. - [Supported Tools](https://docs.feathery.io/develop/mcp-server/supported-tools.md): Every tool Feathery MCP gives your AI assistant, what each one does, and which ones change data. - [Security, Limits and Troubleshooting](https://docs.feathery.io/develop/mcp-server/security-limits-and-troubleshooting.md): How Feathery MCP access works, how to keep API keys safe, and how to fix common connection issues. - [Fill Financial Documents for Account Openings](https://docs.feathery.io/guides/fill-financial-documents-for-account-openings.md): Feathery maintains a library of 40,000+ financial forms across major financial institutions that allow for automated filling and e-signature. Easily fill PDFs for account openings and other actions. - [Data Warehouse](https://docs.feathery.io/guides/data-warehouse.md): Feathery serves as a clean data warehouse for your client data, with bulk synchronization into your various systems. - [Verify Submissions & Prevent Spam](https://docs.feathery.io/guides/verify-submissions-spam.md) - [Salesforce Picklist Options](https://docs.feathery.io/guides/salesforce-picklist-options.md): Syncing dropdown field options with the picklist values of a Salesforce object's properties - [Send Custom SMS Messages](https://docs.feathery.io/guides/send-custom-sms-messages.md): Send custom SMS messages to form fillers - [Build a Login or Verification Flow](https://docs.feathery.io/guides/login-flow.md): Require login or verification to access your Feathery forms. - [Build a Payment Flow](https://docs.feathery.io/guides/payment-flow.md) - [Connect to Stripe](https://docs.feathery.io/guides/payment-flow/connect-to-stripe.md) - [Select Products or Plans](https://docs.feathery.io/guides/payment-flow/select-products-or-plans.md) - [Collect Payment Method](https://docs.feathery.io/guides/payment-flow/collect-payment-method.md): After turning on your Stripe integration, you can collect payments from your users. - [Purchase Products](https://docs.feathery.io/guides/payment-flow/purchase-products.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation This site has an agentic ask interface you may use to query the documentation dynamically by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://docs.feathery.io/index.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.