Formitize User Guide

A resource can be uploaded to a specific location for a contact in the Web Portal. CRM > Contacts > Select Contact > Select the Location button...

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 if 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...