Formitize User Guide

Images can be used in a form template to be visible when completing a form and or on the PDF. Using the images field in the toolbox in the form builder ...

 In the Form Builder default photo tags allow you to link a photo with fields in the form such as the Date, Client Name, or Location.  To add tags you n...

Forms that are attached to a job can only be submitted through the App.  A form can be completed without a job on the Web Portal and App. 

Adding Chemicals to a form is possible when editing a drop down field on a form template. This can only be done when using the Web Portal. Go to Forms &...

To be able to see a Submitted Forms tab you must be in User Group with the correct User Permissions.  All Submitted Forms will be in the default All For...

To be able to see a Submitted Form you must be be in the selected User Group and have the correct User Group Permissions for that specific form. If you ...

All information that you see in the when viewing your Form Templates list can be customised with the use of Smart Tables. This allows flexibility when looki...

The drawing tool is a feature that can be included in a Form. It can only be accessed when filling out the Form through the Formitize App.  To add the d...

Often Forms are created to send a copy to the user upon submission, this can be edited though form actions on each form template as needed.  In the Web ...

A form cannot be shared without written consent. A form can be shared from one company to another if the original company has granted permission in writ...