Forms
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
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 ident...
Fri, 26 Jul, 2013 at 6:22 PM
When you select 'New Form,' you create a new form that you can fill in with details such as 'Title' and 'Description.'
...
Fri, 26 Jul, 2013 at 6:28 PM
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
When you select 'Start/Resume Form' this table appears:
The screen will only show 'Unfinished Forms.'
‘Unfinish...
Tue, 17 Jun, 2014 at 3:54 AM
Yes, forms can be signed through the Management Portal.
Wed, 15 Jul, 2015 at 5:02 PM
Edit any details in the form, and press Submit to update the generated PDF report.
Fri, 7 Mar, 2014 at 10:30 AM
When you click on 'Submitted Forms' this pops up:
If you need to review, delete, or change the status of any report, click on: ‘S...
Fri, 26 Jul, 2013 at 1:26 PM
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
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