Formitize Help Desk

Getting Started 4

• What is Formitize?
• How can Formitize save my business money?
• How does Formitize work?
• Where should I start?

Introduction 4

• What is the Management Portal?
• How do I find my Management Portal?
• How do I log in to my Management Portal?
• How do I log out of my Management Portal?

FAQ 4

• Do I need an Internet connection to use Formitize?
• Can other agents in my company access my unfinished forms?
• What are the 3 types of Formitize users?
• What are the 3 levels that only the business administrators control?

Management Portal User Guide 25

• What Can I Do with the Management Portal?
• How Do I Start Using the Management Portal?
• How Do I Complete Forms in the Management Portal?
• How Do I Complete a Form?
• How Do I Create a New Job in the Management Portal?

See all 25 articles

Getting Started Guide - New Version April 2016 21

• Introduction: Welcome to Formitize
• How Do I Download the Formitize App?
• How Do I Log into the Formitize App?
• What Happens After I Log into the App?
• What Can I Do with the Forms Module?

See all 21 articles

Welcome to the New Formitize Management Portal 7

• What Can I Do with the New Dashboard?
• What are the New Features of the Submitted Form Page?
• Can I Create and Customize My Own Submitted Forms Pages?
• Can I Customize My App and Management Portal?
• How Do I Upload a Database?

See all 7 articles

Dashboard 4

• What is the dashboard for?
• Can I customise my dashboard?
• Who can see the dashboard?
• What modules are available for the dashboard?

Forms 23

• What is the Forms section for?
• What happens when I select 'View Forms?'
• What happens when I select 'New Form?'
• What can I do with 'New Forms?'
• What happens when I select 'Start/Resume Form?'

See all 23 articles

Resources 6

• What are 'Resources?'
• What happens when I select 'New Resources?'
• How do I add a 'New Resource?'
• What can I do with 'New Resources?'
• What happens when I add new resources?

See all 6 articles

Jobs 50

• What are 'Jobs?'
• What happens when I select 'New Job?'
• How do I assign a new job to my field agents?
• What happens after I add new jobs?
• What happens when I select 'View Jobs?'

See all 50 articles

Tools 4

• What is the 'Tools' section for?
• How do I create a Customised Report?
• How do I use the 'Search Photos' section?
• What are tags? What are its uses?

Agents 2

• What is the 'View Agents' section for?
• How do I add a 'New Agent?'

New Features 19

• Formtize Management Portal Overview 2015 1.1 Video
• Formitize App Features Demonstration - 2015 1.1 Video
• Formitize Scheduler Demonstration 1.1 Video
• Can I click on a Website link to open a URL site from within the App?
• Can I Import Resource Images into Advanced Drawing Tool?

See all 19 articles

"Safety First" Mobile Solution 7

• What is the "Safety First" Mobile Solution?
• What Can I Do with the "Safety First" Mobile Solution?
• How Flexible are the "Safety First" Forms?
• How Does the "Safety First" Mobile Solution Work?
• Does Management have Full Visibility of all Safety Information?

See all 7 articles

Specialist OCR Digital Division 5

• What are OCR and Data Capture?
• How Does Data Capture Help With Accounts Payable?
• Why is Formitize involved in OCR?
• How can OCR help my business?
• Is there a Subscription Model with Free Trial?

New Feature Release: Update Submitted Forms in the App 8

• What is Formitize's New Feature Release?
• What can I do with the Submitted Option added to Menu?
• Can I Filter My Submitted Forms?
• What Can I Do with the Custom Submitted Form Tabs?
• How Do I Change the Status of a Submitted Form?

See all 8 articles

Getting Started 21

• What is a form?
• How do I save a form?
• How do I change the title of a form?
• Where do I find my unfinished forms?
• How do I add images to a form from my camera?

See all 21 articles

Android 4

• Where do I download the Formitize App for Android devices?
• How do I log into the app?
• How do I log out of the app?
• How do I go into offline mode?

Apple (iPhone and iPad) 4

• Where do I download the Formitize App for Apple devices?
• How do I log into the app?
• How do I log out of the app?
• How do I go into offline mode?

Windows Phone 8 4

• Where do I download the Formitize App for Windows Phone 8 devices?
• How do I log into the app?
• How do I log out of the app?
• How do I go into offline mode?