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Add Tags to a Folder
To add tags to a folder in the Documents Module, open the Documents Home Page from the Main Menu ...
Add Comments to a File
To add a comment to a file that is housed in the Documents Module, open the Documents Home Page f...
Access A Folder's QR Code / Link
To access a QR Code/Link for a folder in the Documents Module, open the Document Module Home Page...
Access A File's QR Code / URL Link
To access a QR Code/Link for a file in the Documents Module, open the Document Module Home Page f...
Folder and File Context Menu Explanations
Each folder and file within the Documents Module will have a context menu associated with it (acc...
Upload a PDF Form (after Fields have been created)
Uploading a PDF allows an individual to create a customized output for form entries. In order to ...
Require Form Entry Approval
To require that form entries are approved, go to the Home Page of the Forms Module. Select the th...
Make a Form Live
To change a Form Status from Preview Mode to Live, , go to the Home Page of the Forms Module and ...
Integrate Another Module Into a Form
To integrate another module into a form, go to the Home Page in the Forms Module. Click the three...
Import Form Fields from a CSV File
If a field has already been added to a form, you are no longer able to bulk import form field nam...
Import Form Entries from a CSV File
To import form entries from a CSV, form fields must have already been created. How To: Add a Fiel...
Import Fields from a PDF Field Import
Importing fields from a PDF Field Import has multiple purposes. Not only will the form fields be ...
Export Form Entries
To export form entries, go to the Forms Table on the Home Page of the Forms Module. Click the thr...
Edit the Status of a Form Rule
To change the status of a form rule, go to the Home Page in the Forms Module. Click the three dot...
Edit a Forms Groups
To edit a group in the Forms Module, select Groups on the Main Menu and go to the Manage Groups P...
Edit a Form Entry
To edit a form entry, go to the Home Page of the Forms Module and click the three-dot icon to the...
Edit a Form Aggregation
To edit a form aggregation, open the Home Page of the Forms Module and click the Form Aggregation...
Edit a Form
To edit a form, go to the Home Page in the Forms Module. Click the three-dot icon to the right of...
Download a PDF Form
While this option will show on the context menu, you can only download a PDF if a PDF has been as...
Delete all Testing Entries
To delete all entries made while a form is in Preview Mode, go to the Home Page of the Forms Modu...