Formitize User Guide

Once a form has been submitted, it goes into the Submitted Forms page, (Web Portal > Forms > Submitted Forms) where you can make further changes to yo...

You can access Submitted Forms through the Web Portal and the App. Submitted Form Folders are also available based on Group visibility when creating the...

To manually change the status of a Submitted Form, in the Web Portal go to Forms > Submitted Forms > select the Checkbox for the submitted form for yo...

To automatically create a new task from a Submitted Form, you will need to add a Form Action to either an existing Form Template or a new Form Template. ...

You can submit a form either through the Web Portal or the App. To submit the form through the Web Portal, open the form you would like to complete and whe...

A form can be archived through the Web Portal by going to Forms > Submitted Forms > select the form checkbox on the left hand side > select Archive...

Yes, You can Convert a Submitted form to a Job in the Web Portal by going to Forms > Submitted Forms > View Submitted Forms > select the Edit Arrow...

You can create customised submitted forms folders in the Web Portal allowing you to see any information from within the form at a glance, creating a custom ...

You can delete a custom Submitted Form Folder in the Web Portal by going to Forms > Submitted Forms > Manage Folders > Select the Folder you would ...

To edit a Submitted Form Folder  in the Web Portal > Forms > Submitted Forms > Manage Folders > Select the Folder > Make the necessary edits ...