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Using the Management Portal
Welcome to the New Formitize Management Portal
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
What is the dashboard for?
Can I customise my dashboard?
Who can see the dashboard?
What modules are available for the dashboard?
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
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
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 39 articles
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?
What is the 'View Agents' section for?
How do I add a 'New Agent?'
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
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
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?