Getting Started

What is a form?
A form is an intelligent checklist on your mobile device that makes generating your business reports easier, quicker, and more accurate.
Mon, 29 Jul, 2013 at 4:05 PM
How do I save a form?
The 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 an age...
Tue, 20 Jan, 2015 at 6:12 PM
How do I change the title of a form?
Simply click on the form and change the current title to your preferred title.
Tue, 16 Sep, 2014 at 11:30 AM
Where do I find my unfinished forms?
To open an unfinished form: 1. Log in. 2. Press 'Load.' 3. Select an unfinished form.
Fri, 28 Feb, 2014 at 5:38 PM
How do I add images to a form from my camera?
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Mon, 29 Jul, 2013 at 4:43 PM
How do I add images to a form from my photo library?
To add an image to a form from your photo library, follow these 3 simple steps: 1. Choose 'Add Photo from Library.' 2. Select the location...
Mon, 14 Jul, 2014 at 8:38 AM
How do I add tags to my images?
To add tags to your images, follow these 3 simple steps: 1. Click the image. 2. Add new tags to that image. 3. Click 'Save.'
Mon, 29 Jul, 2013 at 6:31 PM
How do I load an unfinished form?
To load an unfinished form, just choose the unfinished form that you want to edit and fill in the necessary details.
Mon, 29 Jul, 2013 at 4:43 PM
How do I add my location to a form?
The app automatically collects information about your location and adds it to the form. You can update your location at a later date by opening the form tha...
Mon, 29 Jul, 2013 at 6:32 PM
How do I add a signature to a form?
To sign a form, ensure the signature is added to the form on the mobile device before submission.
Thu, 14 Aug, 2014 at 4:48 PM