Formitize User Guide

Once a recipient has submitted a Webform, they will no longer have access to the form to make any changes to it. If you would like them to receive a PDF...

All of the actions that can be triggered by a standard form template can also be triggered by a submitted Webform. These actions include: emailing a PDF, cr...

Clients have the ability to add attachments to forms if there has been an 'Attachments' field included in the form template. So long as the field is...

Upon submission, every Webform template has the capability to redirect to its own unique URL.  It is possible to modify this setting and change the redi...

When using a pre-filled Webform for agreements, it is important to ensure that the form template is constructed in a way that supports the flow of your form...

It is possible to create a job type template that can be utilised to send a Webform at any stage or time during a job by adding it to a Job Status Update.  ...

Company and User variables are only available if the form is started by a Formitize User through the Web Portal or the Formitize App, and therefore they are...

The QR Code provides a quick and efficient way for users to access Webforms by simply scanning it with a mobile device.  To generate a Webform QR Code i...

You are able to send a Webform link in an SMS as part of a Job Type Communication as well as a one-off SMS. First, make sure that you have the SMS feature a...

No. Webforms are a third party form type. This means that they can be filled out by anyone who has access to the webform. For privacy reasons, there is ...