Formitize User Guide

You can edit any notes that you've added to your FormSketch map, by first selecting the Arrow tool and then selecting the note. It will appear with a bo...

In FormSketch, you can have multiple maps within a map file, which means you can have different maps for various areas of a property or location, but can al...

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 ...

In the Form Builder, you can create Form Events. This can be done to make an invisible section become visible and vice versa, but it can also auto-populate ...

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 ...

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...