Management Portal User Guide

New updates for Management Portal Users

What Happens When a Form is Submitted?
  Form Actions - triggering different actions when a form is submitted. Once a Form has been created, you can decide what Actions you would li...
Wed, 15 Jun, 2016 at 4:38 PM
What is 'Resources?'
Resources is an integrated Document Management Solution that enables read-only files to be uploaded in the Management Portal and are then available to the...
Wed, 15 Jun, 2016 at 4:42 PM
What is the Resources Module for?
Clients use the Resources module in many ways, it is essentially designed to replace the folder of information that most mobile workers are forced to carry...
Wed, 15 Jun, 2016 at 4:44 PM
What is the Benefit of the Resources Module?
The beauty of the Resources Module is that whenever a document update is required, you simply update the record in the Management Portal and when mobile Ap...
Wed, 15 Jun, 2016 at 5:20 PM
What are Folders?
You can create and name your own Folders to store different sets of documents. For example you may create a Safety Folder to store all safety related docum...
Wed, 15 Jun, 2016 at 6:24 PM
What are Expiry Date and Notifications?
As an added service, to assist you in managing your Resource Documents, an optional Expiry Date Notification system is included. Documents such as Materia...
Wed, 15 Jun, 2016 at 6:28 PM
What Is an Email Log?
All emails generated through Formitize are logged to ensure accurate delivery. The Home Dashboard shows recent emails sent and their status   ...
Wed, 15 Jun, 2016 at 6:31 PM
What are Automated Notifications?
You can set up notifications to automatically advise with “Instant Bounce Notifications” and “End of Day Summary Notifications” to provide an email log fo...
Wed, 15 Jun, 2016 at 6:33 PM
How Do I Create CSV Reports?
  Creating CSV Reports The CSV Report Building Tool is a very useful way to generate reports based on information being collected in any of your fo...
Wed, 15 Jun, 2016 at 6:46 PM
How Do I Add Databases?
Adding Databases Databases can be added to Formitize as a  “looked up” data source for your forms. This is a useful tool for databases such as Custom...
Wed, 15 Jun, 2016 at 6:49 PM