Formitize Help Desk

On the Dashboard menu, by selecting Forms, you have selection to:  • View and edit all forms in your Management Portal. • Create new forms. • Manag...

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...

When you select 'New Form,' you create a new form that you can fill in with details such as 'Title' and 'Description.' ...

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...

When you select 'Start/Resume Form' this table appears: The screen will only show 'Unfinished Forms.' ‘Unfinish...

Yes, forms can be signed through the Management Portal.  

Edit any details in the form, and press Submit to update the generated PDF report.

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...

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...

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...