Formitize User Guide

You will find Resources in your Web Portal by going to Resources > View Resources.. If you're unable to view the Resource Documents, then you ...

You will find Resources in the home page of your App after you log in. If you're unable to view the Resources, then you may have to speak wi...

You add a new Resource in the Web Portal by going to Resources > New Resource. Fill out the details for the new Resource, and then upload i...

You can store your Resources in Folders to keep certain ones grouped together and make the Resource Documents easier to search and find.  You can create...

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 >...

You can delete a Resource in the Web Portal. Please note: deleting the Resource will remove it from your Formitize account entirely, so you may want to make...

Yes, in the Web Portal you can set Resources to only be available to select group(s) of Users. This is set within the individual Resource Document Settings ...

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...

You can print out Resources that you access from both/either the Web Portal and the App. To print a resource from the Web Portal, go to Resources > V...

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...