Formitize User Guide

A Document can be uploaded to a specific location for a contact in the Web Portal. Go to CRM > All Contacts > Select edit arrow for the Contact &g...

Resources are files that can be saved in Formitize in order to easily attach them to forms, invoices or emails. Although each Resource is given a link, ...

In Resources, there is only a Folder and Sub-Folder. You can have a number of Sub-Folders to a Folder, but no Sub-Folder within a Sub-Folder. You can cr...

Setting an expiry date for a Resource is a part of the process when you upload a new Resource Document to your system. When you're entering the informat...

Sub folders are extra folders that can be located within one of the main Resource folders available in your Formitize account. How do I add a new Resource...

If a Resource has been changed or lost, then you can search the Resources history to find out who may have made the change. In the Web Portal, go to Res...

No. There is no automatic way to change a Resource folder into a sub folder. The only way to move information into a subfolder instead of a parent folde...

Yes, you can delete a Resource Folder from your Formitize account. Please note: deleting the folder will also make any Resources within it inaccessible. So,...

You can delete a Resource Sub-folder in the Web Portal. Please note: deleting the sub-folder will also make any resource documents within it inaccessible, s...

With the convenience of Formitize's Smart Tables, you're able to customise and personalise the list of Resources so that you are able to find what y...