FAQ's

How do I upload a resource to a specific location for a contact?
A resource can be uploaded to a specific location for a contact in the Web Portal. CRM > Contacts > Select Contact > Select the Location button...
Tue, 30 Jan, 2024 at 3:29 PM
Can I have Sub-Folders within sub-folders in Resources ?
In Resources, there is only a Folder and Sub-Folder. There is no Sub-folder within a Sub-folder. You can create Folders and Sub-folders in Resources through...
Mon, 8 May, 2023 at 1:02 PM
Can I add a Resource to a webform for anonymous viewers to see?
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, ...
Thu, 13 Jun, 2024 at 1:43 PM