Recently Updated Pages
Delete a Forms Group
To delete a group in the Forms Module, select Groups on the Main Menu and go to the Manage Groups...
Delete a Form Entry
To delete a form entry, go to the Home Page of the Forms Module and click the three-dot icon to t...
Delete a Form Aggregation
To delete a form aggregation, open the Home Page of the Forms Module from the Main Menu. Click t...
Delete a Form
To delete a form, go to the Home Page of the Forms Module. Click the three dot (…) icon to the ri...
Create a New Form Field Rule
To add a form field rule, go to the Home Page of the Forms Module. Click the three dot icon to th...
Copy a Form
To copy a form, go to the Home Page of the Forms Module and select the three dot icon to the righ...
Close a Form
To close a live form, go to the Home Page of the Forms Module and click the three-dot icon to the...
Clear a PDF Cache
To clear the PDF cache, go to the Home Page of the Forms Module. Click the three-dot icon to the ...
Bulk Edit / Delete Form Entries
To bulk edit form entries, go to the Home Page of the Forms Module. Click the three-dot icon to t...
Archive a Form
To Archive a form, it cannot be live. You must close the form first. How To: Close a Form To arc...
Add Tags to a Form Entry
To add tags to a form entry, go to the Home Page of the Forms Module and click the three-dot icon...
Add an Individual Form Entry
To add a form entry, go to the Home Page of the Form Module. Click the three dot icon to the righ...
Add a Field to a Form
To add a field to a form, go to the Home Page of the Forms Module. . Click the three-dot icon to ...
Access a Form's Shareable URL Link / QR Code
To access a form’s sharable URL Link or QR Code, go to the Home Page of the Forms Module and sele...
Form Groups Page
The Groups Page in the Forms Module is accessible on the Main Menu. The Groups Page is utilized f...
Forms Home Page
The Home Page of the Forms Module contains the Forms Table, where all existing forms built within...
Form Fields Tab
When a form is in Live Status, you will be required to select a checkbox to enable editing of the...
Understanding Form Aggregations
An aggregation is a report generated from form data. Form aggregations take the information from ...
Regular Expression (regex) Resources
Regular expressions (often referred to as regex) are a way to describe patterns in text so that a...
Reports Wizard Page
The Report Wizard Page is used to design and customize individual reports. The Report Wizard is ...