10 DS160.io Features You Might Have Missed
We've heard from users who've been on the platform for months before discovering features that would have saved them hours. Here are 10 capabilities you might not have noticed.
1. You Can Rename Forms
That auto-generated project name? You don't have to keep it.
Where to find it: Open any form from your Forms List to view the Form Overview. Click the pencil icon next to the form name at the top of the page.
Try naming conventions like:
Smith, John - B1/B2 - Dec 2025Patel Family (4) - TouristChen Wei - H1B Transfer
Small detail, big difference when you're scrolling through a long list.
2. Clone Forms Instead of Starting Fresh
Processing a family? You don't need to re-enter the same travel plans and U.S. contact info for each person.
Where to find it: From your Forms List, click the three-dot menu on any form card.
- Select Clone
- Choose which sections to copy over
- A new form is created with the selected data
- Update only the personal details
Works great for corporate clients sending multiple employees too.
3. Filter by Team Member
Where to find it: From your Forms List, look for the member filter dropdown in the filter bar (business workspaces only).
Use it to:
- See only your assigned forms
- Check a colleague's workload
- Find forms when someone's out of office
4. The Search Box Actually Works
Where to find it: From your Forms List, look for the search box at the top of the page.
Type any part of a form name to filter instantly. Combined with status filters and sort options, you can find any application in seconds—even with hundreds of forms.
5. Progress Tracking Shows Incomplete Sections
Ever submitted a form only to realize you missed a section?
Where to find it: Open any form to view the Form Overview. You'll see progress percentages in your Forms List as well.
Each form shows a progress percentage and section-by-section status. Check the form overview before submitting to catch anything marked "Not Started" or "In Progress."
6. You Can Assign Forms to Team Members
Where to find it: From your Forms List, click the member selector on any form card (business workspaces only).
Assign forms to specific team members. Pair this with the member filter (#3) to keep track of who's handling what.
7. Archive Instead of Delete
Don't delete completed applications—archive them.
Where to find it: From your Forms List, click the three-dot menu on any form card → Archive.
Archived forms disappear from your active list but stick around for reference. Toggle Show Archived in the filters to see them again. Useful when clients come back for renewals or have questions about their previous application.
8. Let Clients Fill Their Own Info
Instead of collecting information over email, generate a client intake link.
Where to find it: Open a form, then click Client Links in the Form Overview (business workspaces only).
Set an expiration date and default language, then send the link. Clients fill in their details directly, and the data flows into the form automatically.
9. Custom Domains for Client Links
Your intake links don't have to say ds160.io.
Where to find it: Go to Workspace Settings → Custom Domain (business workspaces only).
With custom domain support, clients see your domain instead:
https://forms.youragency.com/client-intake/abc123
10. Whitelabel Branding
Where to find it: Go to Workspace Settings → Whitelabel (business workspaces only).
Upload your logo and set your agency contact info. Clients see your branding on intake forms instead of ours. Small touch that makes a difference.
Bonus: Client Inactivity Emails
When a client starts filling out an intake form but stops partway through, you'll receive an automatic email notification.
The email includes:
- Form name and completion percentage
- Which sections are still incomplete
- When the client last made changes
No need to manually check which clients have stalled—the system alerts you so you can follow up.
Quick Reference
| Feature | Starting Page | Where to Click |
|---|---|---|
| Rename form | Form Overview | Pencil icon next to form name |
| Clone form | Forms List | Three-dot menu → Clone |
| Filter by member | Forms List | Member dropdown in filter bar |
| Search forms | Forms List | Search box at top |
| Progress tracking | Form Overview | Visible on page load |
| Assign to member | Forms List | Member selector on form card |
| Archive form | Forms List | Three-dot menu → Archive |
| Client intake link | Form Overview | Client Links button |
| Custom domain | Workspace Settings | Custom Domain section |
| Whitelabel branding | Workspace Settings | Whitelabel section |
| Inactivity emails | Automatic | Sent when client stops |
Found this helpful? If there's a feature you'd like to see, let us know.