Formitize Help Desk

Smart forms are so easy to use and will simplify your workflows to get things right the first time. Going paperless turns good businesses into great bus...

To set up custom fields for your client, so that they will automatically fill in a form: Go to Settings Cog > Contacts > Contact Custom Fields ...

Currently this is something that only the Formitize Production Team can do, and does come with a fee to create. You can contact Support via the Support widg...

You can set up a Form Action that will update a form's status automatically upon having submitting the completed form. In order to add a Modify Form...

By using a Create Job action you can set up the form so that it will create a job when the form has been submitted. In order to add a Create Job Action ...

With the use of the Create CRM Client Action, you can set up a form or webform so that it will create a new Client Contact in your CRM. This is particul...

To add icons to your Drawing Tool legend, first go into the form template by going to your Web Portal > Forms > View Form Templates > select the ed...

To create or update a Database when a form is Submitted, you can set up an Insert / Update Database Record Action which will insert a new, or update an exis...

The Submitted Form ID cannot be automatically added to a field in a form by default. It would need to be manually updated in the form if you are using the S...

After you've dragged and dropped a calculation field to a form, you can add a currency symbol in the pre or post text options within the calculation fie...