Formitize User Guide

To change the order of modules in your menu, you can click on the 'More' option at the end of the menu list, and then select Rearrange Menu Order. ...

In the top Menu options, you will see a pin when you click on one of the menus. This allows you to keep that menu open on your screen while the rest of the ...

In the Web Portal menu there is now a Power-up option in the top right of the menu. When you select Power-up, you will see a list of available add-...

Security Plus is an additional security option that you can use for your Formitize account. It includes 2 Factor Authentication, Forced Password Reset, ...

You are able to change the label for your company business number, to suit your region/country (eg: ABN / Australian Business Number), by going to Admin >...

Single-Device Access restricts simultaneous devices from accessing the same user log in at the same time. Data security and business efficiency are always o...

Navigating your way through Formitize is made easy with each of the various modules and other functions listed in the top menu. Sometimes you may find that ...

There are a few ways to ensure that your Formitize and User accounts are secure, in order to keep others from being able to log into your account. In order ...

Yes, if you have opted in to Security Plus, then you are able to adjust the Password settings so that your Users will create more complex passwords, making ...

Yes. With Security Plus, you gain the ability to find when someone tried to log into your or another User's Formitize account, and the device that they ...