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Knowledge base
Getting Started with Formitize
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
Using the Management Portal
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
9
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 9 articles
Jobs
53
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 53 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
Using the Formitize App
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?