Formitize User Guide

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

You can view a specific clients Assets through the Contact card, through the Asset Register, and via Reports. Go to CRM > All Contacts > Select th...

Resources can be uploaded onto an Asset Card via the Web Portal by going to Assets > Asset Register > select the asset that you are adding the Resourc...

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.  Overview of For...

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 manageme...

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 di...

Currently the ordering of Assets is set on the ID number not the actual number of the asset. The Register ID number is an automatically generated ID, de...

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...

You're able to separate Assets by Zones in a form by adding additional CRM Zone fields connected to specific Asset tables to be able to report on each s...

To activate the Assets module, the initial start-up price is $150 for standard business clients, and $300 for enterprise clients. After that, it is $19....