Formitize Help Desk

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

There are different ways to access Submitted Forms in the Web Portal: Custom submitted tabs are available in the Web Portal and the App based on Group visi...

To change the status of a Submitted Form, Web Portal, Forms > Submitted Forms > Check box on the line of the submitted for you wish to edit > Selec...

To automatically create a new task from a Submitted Form, you will either edit an existing Form Template or create a new Form Template.  To add this ...

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 > Forms > Submitted Forms > select the form in the checkbox on the left hand side > select Archive...

Yes, You can Convert a Submitted form to a Job in the Web Portal, Forms > Submitted Forms > View Submitted Forms > Select Edit on the Form that you...

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

You can delete a custom Submitted Form tab in the Web Portal, Forms > Submitted Forms > + New / edit > select the tab you would like to delete >...

To edit a custom Submitted Forms tab in the Web Portal, Forms > Submitted Forms > + New / edit  > Select Tab you would like to Edit > Make chang...