Formitize User Guide

You will find Resources in the home page of your Web Portal > Resources > View Resources.. Where do I find Resources in the App?

You will find Resources in the home page of your App after you log in. Where do I find Resources in the Web Portal?

You add a new Resource by opening Web Portal >  Resources > + New Resource.

You can store your Resources in Folders to make them easier to search and find.  In your Web Portal, create new folders or use existing ones to organize...

In your Web Portal, you have the option to create a New Folder when adding your new Resource. To add a New Folder in your web portal go to Resources > N...

To delete a Resource in your Web Portal, tick the checkbox in the bottom left corner then select action in the drop down menu and delete the resource.

Yes, you can set Resources to only be available to select group / groups of Users.

The Expiry Date will notify the applicable User Group when the Resources needs to be updated.  When you add a document to Resources, you can set the exp...

To print a resource, Web Portal, Resources > View Resources > Select the Resource - this opens the document in your browser where you can select Print...

Resources that are coming up to the expiry on your account, will send an email notification. Your account may have had these added to your account under you...