Forms

What is the Forms section for?
On the Dashboard menu, by selecting Forms, you have selection to:  • View and edit all forms in your Management Portal. • Create new forms. • Manag...
Tue, 16 Sep, 2014 at 11:24 AM
What happens when I select 'View Forms?'
When 'View Forms' has been selected, the facility exists to Filter the list to search for a particular form or group of forms for particular identif...
Fri, 26 Jul, 2013 at 6:22 PM
What happens when I select 'New Form?'
When you select 'New Form,' you create a new form that you can fill in with details such as 'Title' and 'Description.' To ...
Fri, 26 Jul, 2013 at 6:28 PM
What can I do with 'New Forms?'
This form is the same form an agent can complete on their mobile device. If you wish to complete a form through the Management Portal rather than on...
Thu, 22 May, 2014 at 1:08 PM
What happens when I select 'Start/Resume Form?'
When you select 'Start/Resume Form' this table appears: The screen will only show 'Unfinished Forms.' ‘Unfinished F...
Tue, 17 Jun, 2014 at 3:54 AM
Can I sign a form in the Management Portal?
Yes, forms can be signed through the Management Portal.  
Wed, 15 Jul, 2015 at 5:02 PM
How do I edit a submitted form?
Edit any details in the form, and press Submit to update the generated PDF report.
Fri, 7 Mar, 2014 at 10:30 AM
What happens when I select 'Submitted Forms?'
When you click on 'Submitted Forms' this pops up: If you need to review, delete, or change the status of any report, click on: ‘Sub...
Fri, 26 Jul, 2013 at 1:26 PM
Can I edit forms submitted from a mobile device after submission?
You can edit forms that have been submitted from a mobile device even after submission. You can fix typing mistakes, add additional information not covere...
Thu, 17 Jul, 2014 at 10:35 PM
Can I add a signature after the form is submitted via the web portal?
Signatures can not be added to a submitted form via the web portal. To sign a form, ensure the signature is added to the form on the mobile device before su...
Wed, 3 Jul, 2013 at 1:27 PM