--- title: "Getting Started: Overview of Lumiform" description: To quickly get started with Lumiform, here is an overview of all the key points you need to know. --- [Skip to content](https://help.lumiformapp.com/en/knowledge/get-started-lumiform#main-content) English Show submenu for translations ![LUMIFORM-White\_TRANSPARENT.png\]](https://help.lumiformapp.com/hs-fs/hubfs/LUMIFORM-White_TRANSPARENT.png?height=40&name=LUMIFORM-White_TRANSPARENT.png) - [Default HubSpot Blog](https://zyp-4992538.hs-sites-eu1.com/blog) Open main navigation Close main navigation - [Default HubSpot Blog](https://zyp-4992538.hs-sites-eu1.com/blog) - English Show submenu for translations Hey👋. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.lumiformapp.com/en/knowledge?hsLang=en) 2. [Getting started](https://help.lumiformapp.com/en/knowledge/getting-started?hsLang=en) # Getting Started: Overview of Lumiform ## To quickly get started with Lumiform, here is an overview of all the key points you need to know. #### In this article, we introduce you to the basics of Lumiform as an Audit Software.   ---   ### Creating and conducting audits has never been easier - with Lumiform! First, go to the **[Lumiform website](https://lumiformapp.com/)** and click on **Log In**:   ![Bildschirmfoto 2024-08-06 um 15.29.22](https://help.lumiformapp.com/hs-fs/hubfs/Bildschirmfoto%202024-08-06%20um%2015.29.22.png?width=688&height=398&name=Bildschirmfoto%202024-08-06%20um%2015.29.22.png)   Falls Ihr bereits einen Account bei Lumiform habt, tragt die **E-Mail Adresse & das Passwort** ein: ![Bildschirmfoto 2024-08-06 um 15.36.50](https://help.lumiformapp.com/hs-fs/hubfs/Bildschirmfoto%202024-08-06%20um%2015.36.50.png?width=550&height=692&name=Bildschirmfoto%202024-08-06%20um%2015.36.50.png)   If you don't have an account yet, you can create one **[by clicking on Register](https://admin.lumiformapp.com/register)** on the website.    #### After logging in, you will find yourself on the Lumiform Home Dashboard:   ![Bildschirmfoto 2024-08-06 um 15.36.16](https://help.lumiformapp.com/hs-fs/hubfs/Bildschirmfoto%202024-08-06%20um%2015.36.16.png?width=688&height=412&name=Bildschirmfoto%202024-08-06%20um%2015.36.16.png)   **For more information, you can find detailed insights in the Lumiform Dashboard article.** ### Creating a Lumiform template Once you have explored all the features, you can start creating your first form. Alternatively, you can also choose from **over 13,000 templates** available in our library. You have the option to either **create a template from scratch** or **upload PDFs, photos, or spreadsheets** to create a template, or utilize **our AI tool** for assistance.:   ![Bildschirmfoto 2024-08-06 um 15.37.14](https://help.lumiformapp.com/hs-fs/hubfs/Bildschirmfoto%202024-08-06%20um%2015.37.14.png?width=688&height=404&name=Bildschirmfoto%202024-08-06%20um%2015.37.14.png)   ### The Template Builder tool in Lumiform The [**Lumiform Template Builder**](https://help.lumiformapp.com/en/knowledge/template-builder-lumiform?hsLang=en) is the editing mode and **core of Lumiform**, allowing you                           to **create, edit, plan, and assign** all templates. This tool **cannot be directly accessed** and is located in the background of the templates:   ![Bildschirmfoto 2024-08-06 um 15.38.14](https://help.lumiformapp.com/hs-fs/hubfs/Bildschirmfoto%202024-08-06%20um%2015.38.14.png?width=688&height=358&name=Bildschirmfoto%202024-08-06%20um%2015.38.14.png) ### There are three main areas in the Template Builder: **1. Build**: Here you can create your form templates.. **2. Settings**: This section allows you to determine how the audit should be planned and carried out. **3. Customize report**: You can tailor how your final reports should look.     ![Bildschirmfoto 2024-08-06 um 15.40.24](https://help.lumiformapp.com/hs-fs/hubfs/Bildschirmfoto%202024-08-06%20um%2015.40.24.png?width=688&height=377&name=Bildschirmfoto%202024-08-06%20um%2015.40.24.png)     **All useful information and guidance on creating, planning, and editing** **templates can be found in our help article: Creating Templates with Lumiform.**     #### Everything you add to your form template can be reviewed through the preview feature.     ![Bildschirmfoto 2024-08-06 um 15.40.40](https://help.lumiformapp.com/hs-fs/hubfs/Bildschirmfoto%202024-08-06%20um%2015.40.40.png?width=672&height=1316&name=Bildschirmfoto%202024-08-06%20um%2015.40.40.png)   **Please note: The final design on desktop and mobile devices may differ from the preview.**   ### Managing Templates in Lumiform After creating your first form, you can immediately **start using it for audits**. Under the **Forms section in the menu**, you will find a section on completed audits on                                the right-hand side. This area displays [**all reports from completed forms and audits**](https://admin.lumiformapp.com/forms?tab=submitted).     ![Bildschirmfoto 2024-08-06 um 15.41.26](https://help.lumiformapp.com/hs-fs/hubfs/Bildschirmfoto%202024-08-06%20um%2015.41.26.png?width=688&height=269&name=Bildschirmfoto%202024-08-06%20um%2015.41.26.png)   **Utilize the filter function to quickly and easily access your desired Lumiform reports.**   Furthermore, in the Forms section, you will also find the section for **Scheduled Forms**.        If you have **set up schedules** for your templates, the respective forms will be displayed there. ### **Administration in Lumiform**   **![Bildschirmfoto 2024-08-06 um 15.41.43](https://help.lumiformapp.com/hs-fs/hubfs/Bildschirmfoto%202024-08-06%20um%2015.41.43.png?width=688&height=84&name=Bildschirmfoto%202024-08-06%20um%2015.41.43.png)** #### In this section, you can perform the following actions: - **Users**: Create new users, edit existing users, and delete users. - **Groups**: As your company grows, managing permissions & document access at the individual user level can become quite challenging. To address this issue, you have the **option to create groups** to organize users into teams, such as **a group for managers** and f.e. for regular users. - **Roles**: With roles, you can **manage functions** and ensure that every user can work effectively with Lumiform. Learn more about how to use roles & permissions in the **article about Roles**. - **Categories**: They allow you to group questions and forms related to a similar topic for        bundled analysis. For more insights on this topic, refer to the Categories article in Lumiform. ### Entities in Lumiform   You can [**create entities in Lumiform**](https://help.lumiformapp.com/en/knowledge/entities-lumiform?hsLang=en) to efficiently manage various objects and locations. This feature allows you to gain **insights into the productivity of your users** and groups,                             as well as improve evaluation using our analysis tool. ### Analyze your inspections in Lumiform   Our analysis is a **powerful tool to review and analyze data**. It allows you to feed in data from your inspections and audits, helping you **visually represent and evaluate successes** in various areas: ![Bildschirmfoto 2024-08-06 um 15.42.02](https://help.lumiformapp.com/hs-fs/hubfs/Bildschirmfoto%202024-08-06%20um%2015.42.02.png?width=688&height=346&name=Bildschirmfoto%202024-08-06%20um%2015.42.02.png)   The analysis tool in Lumiform utilizes data from your inspections and audits to visually represent and evaluate successes in various areas.   **If you are looking for more information on analytics, have a look at [this article](https://help.lumiformapp.com/en/knowledge/getting-started-with-lumiform-analytics?hsLang=en).** **If you have any further questions about the Dashboard, feel free to [check out](https://help.lumiformapp.com/en/knowledge?hsLang=en)** **[our other articles](https://help.lumiformapp.com/en/knowledge?hsLang=en) or reach out to us via email or chat - we are here to assist you!**   - [Getting started](https://help.lumiformapp.com/en/knowledge/getting-started?hsLang=en#main-content) - [Lumiform Basics](https://help.lumiformapp.com/en/knowledge/getting-started?hsLang=en#lumiform-basics) - [Set up Lumiform](https://help.lumiformapp.com/en/knowledge/getting-started?hsLang=en#set-up-lumiform) - [Forms](https://help.lumiformapp.com/en/knowledge/forms?hsLang=en#main-content) - [Configure your reports](https://help.lumiformapp.com/en/knowledge/forms?hsLang=en#configure-your-reports) - [Troubleshoot](https://help.lumiformapp.com/en/knowledge/forms?hsLang=en#troubleshoot) - [Inspections](https://help.lumiformapp.com/en/knowledge/inspections?hsLang=en#main-content) - [Troubleshoot](https://help.lumiformapp.com/en/knowledge/inspections?hsLang=en#troubleshoot) - [Actions](https://help.lumiformapp.com/en/knowledge/actions?hsLang=en#main-content) - [Troubleshoot](https://help.lumiformapp.com/en/knowledge/actions?hsLang=en#troubleshoot) - [Entities](https://help.lumiformapp.com/en/knowledge/entities?hsLang=en) - [Administration](https://help.lumiformapp.com/en/knowledge/administration?hsLang=en) - [Analytics](https://help.lumiformapp.com/en/knowledge/analytics?hsLang=en) - [Integrations](https://help.lumiformapp.com/en/knowledge/integrations?hsLang=en#main-content) - [Webhooks /Workflow Automation](https://help.lumiformapp.com/en/knowledge/integrations?hsLang=en#webhooks-workflow-automation) - [Lumiform Updates](https://help.lumiformapp.com/en/knowledge/lumiform-updates?hsLang=en#main-content) - [New features](https://help.lumiformapp.com/en/knowledge/lumiform-updates?hsLang=en#new-features) - [Notifications](https://help.lumiformapp.com/en/knowledge/notifications?hsLang=en#main-content) - [Troubleshoot](https://help.lumiformapp.com/en/knowledge/notifications?hsLang=en#troubleshoot) - [Subscription](https://help.lumiformapp.com/en/knowledge/subscription?hsLang=en#main-content) - [Troubleshoot](https://help.lumiformapp.com/en/knowledge/subscription?hsLang=en#troubleshoot) - [Profile](https://help.lumiformapp.com/en/knowledge/profile?hsLang=en#main-content) - [Troubleshoot](https://help.lumiformapp.com/en/knowledge/profile?hsLang=en#troubleshoot) - [Legal](https://help.lumiformapp.com/en/knowledge/legal?hsLang=en) - [Default HubSpot Blog](https://zyp-4992538.hs-sites-eu1.com/blog) [![Chill listening crop-3](https://help.lumiformapp.com/hs-fs/hubfs/LUMIFORM-Pentachrome_TRANSPARENT-1.png?width=55&height=55&name=LUMIFORM-Pentachrome_TRANSPARENT-1.png "Chill listening crop-3")](https://lumiformapp.com) Lumiform Help Center Copyright © 2026, Lumiform GmbH