Formitize User Guide

You can export information by generating a  CSV Asset Report which can be used for trend information.  This can be a report of all Assets for can be don...

You can view a specific clients Assets through the Contact card and through the Asset Register. Contacts > Select the contact > Activity > Asse...

Resources can be uploaded onto an Asset Card. Web Portal > Assets > Asset Register and select the asset that you are adding the Resource to > Resou...

You can hide an Asset table and then reveal it after a question has been answered. This is set up by using Events in the Form Builder. 

Asset Types in your Web Portal provide a way to categorise and manage various assets. Editing an Asset Type can be necessary to keep your asset management s...

Once the Asset Module is activated in your account, you can access Assets both via the Web Portal and the App. In the Web Portal, you can find Assets direc...

Currently the ordering of Assets is set on the ID number not the actual number of the asset. This is something that forms part of our ongoing Asset develop...

To Opt in to the Assets Module and experience management and integration of your Asset information with Formitize, you can select Power up option in the top...