FAQ's

Can I use a CRM or database lookup in a webform?
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 ...
Thu, 4 Apr, 2024 at 3:43 PM
Can I send a partially filled Webform via SMS?
Make sure that you have the SMS feature enabled, and enough credit to use. How do I set up the SMS feature? in the form (once you've filled out t...
Thu, 10 Oct, 2024 at 1:49 PM
How can I make my Webform more secure?
Formitize Webforms now have an extra layer of security, so that you can make sure that the correct person is filling out and submitting the Webform. Thi...
Tue, 30 Jul, 2024 at 11:20 AM
How do I set up security for an individual Webform?
If you would like to use security on a single form and not all of the Forms of a template type, you can do this when you have filled out the sections of the...
Tue, 30 Jul, 2024 at 11:23 AM
How does the Webform Security password work?
Locate the Webform Security settings in the Web Portal, by going to: > Forms > View Form Templates >Edit arrow for target template > scroll to t...
Tue, 30 Jul, 2024 at 11:19 AM
How does the Webform Security SMS/Email verification work?
Locate the Webform Security settings in the Web Portal, by going to Forms > View Form Templates > open target template > scroll to the bottom of th...
Tue, 30 Jul, 2024 at 11:22 AM