Formitize Help Desk

A form is an intelligent checklist on your mobile device that makes generating your business reports easier, quicker, and more accurate.

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...

Simply click on the form and change the current title to your preferred title.

To open an unfinished form: 1. Log in. 2. Press 'Load.' 3. Select an unfinished form.

...

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...

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.'

To load an unfinished form, just choose the unfinished form that you want to edit and fill in the necessary details.

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...

To sign a form, ensure the signature is added to the form on the mobile device before submission.