FAQ's

Will Formitize build my forms for me?
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...
Fri, 15 Jul, 2022 at 12:52 PM
Can I fill out forms in the Web Portal?
Yes, you can fill out forms in the Web Portal. Web Portal > Forms > Forms Dashboard > select the form that you would like to complete from the dro...
Wed, 20 Jul, 2022 at 3:56 PM
What is a Safety First form?
You can also cover off your Work Safety Requirements by adding Safety First Forms to Jobs.  Safety First Forms can range from simple safety equipment check...
Fri, 15 Jul, 2022 at 1:00 PM
What is a Kiosk form?
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...
Wed, 20 Jul, 2022 at 3:55 AM
Can forms be visible only to certain users?
Yes, 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, option...
Wed, 20 Jul, 2022 at 3:55 AM
What are form actions?
Form Actions are events that trigger automatically when a form is submitted. As soon as a form is submitted, the Actions page will determine what happens ne...
Fri, 15 Jul, 2022 at 1:22 PM
What are form options?
Forms > View Form Templates > PDF > PDF Options;
Fri, 15 Jul, 2022 at 1:24 PM
What is Metadata?
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...
Fri, 15 Jul, 2022 at 1:40 PM
Can I extract the data from Forms?
You can extract the data from Submitted Forms via the CSV Report Builder. Web Portal, Forms > Form Reporting.
Fri, 15 Jul, 2022 at 12:23 PM
How do I send a PDF version of submitted form by email
A form can be sent as a PDF automatically through Form Actions.  Additionally forms can be manually emailed once submitted. On the Web Portal > Forms &g...
Wed, 20 Jul, 2022 at 3:57 AM