Formitize User Guide

From the Web Portal you are able to turn off sections that you don't want the user to be able to access. They will still be able to see the icons for th...

Your signature can be stored in your user profile to be stamped when using forms, quotes, invoices and purchases.  You can upload your signature through...

A User can be removed from User Groups through the Web Portal > Admin > All Users > Edit arrow for the User that you would like to make the chan...

To change the Super Admin on your account, please contact [email protected].

If you work with a number of people in various areas of your business, then it is important to have individual accounts for each user, not only because it m...

The Administrator has the ability to customise the permissions for each User, based on what they would like them to have access to. The Web Portal's...

In User profile sections, the User's Business details and Private details are separated into two panels. The business details cover all the public infor...

To reactivate a User who has been deactivated, in the Web Portal go to Admin > All Users > View Inactive Users > select the checkbox for the User y...

While in either of the forms lists ( Forms > Saved Forms, and/or Forms > Submitted Forms ), the Username of the User who saved or submitted the forms ...

Custom variables are fields that can be used to automatically populate custom user information when a Form is being filled out by a User (eg: License number...