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