Formitize User Guide

Yes, you have the option to upload your form and the Formitize team will build it for you. As part of the Free Trial, we can build your first form as a proo...

Yes, you can fill out forms in the Web Portal. In the Web Portal, go to Forms > Start New Form > select the Form Template > Start.

Editing a drop down menu in a form can be done through the Form Builder on the Web Portal. In the Web Portal, go to Forms > Existing Templates > S...

You can cover off your Work Safety Requirement standards (which may differ between regions) by adding Safety First Forms to Jobs. Safety First Forms can ran...

Kiosk mode is a fast processing option with auto-refresh to clear form for instant re-entry. Normally used for public facing, repetitive testing and measure...

There are options that you can select in the Form Builder that limits the users who can view the forms. This can be controlled by the form type, options inc...

Form Actions are events that trigger automatically when a form is submitted. As soon as a form is submitted, the Actions page and settings you've entere...

You can  View PDF options via the Web Portal by going to Forms > Existing Templates > Edit Arrow for the desired Template PDF > PDF > PDF Option...

One of the benefits of Formitize is that all form field responses can be extracted and reported enabling businesses to gain insights that are not normally a...

You can extract the data from Submitted Forms via the CSV Report Builder : (YouTube Video Guide).   In the Web Portal, go to Forms > Form Reporting. ...