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. Custom submitted tabs 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 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 by going to Forms > Submitted Forms > View Submitted Forms > select the Edit Arrow...

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 by going to Forms > Submitted Forms > + New / edit > select the tab you would like to ...

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