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Menu Bar - My Forms, View Dispatches, Manage Lists, Query/Export Data, Manage Users, Add Users

The above menu bar is a central menu to help you quickly access the most commonly visited areas of our online portal. Below is a short description of each of these links and where they will bring you.

 

My Forms

This area is where you can manage your already created forms, organize them into libraries, assign user library access, edit your forms, view form history/versions, and recover deleted forms.

View Dispatches

This area is where you can view the status on all of your dispatches. Whether they are open, started, or completed you will be able to see who these dispatches are assigned to and what status they are in. You can also use advanced filtering to filter your dispatches by a number of search criteria.

 

 

Manage Lists

This link brings you to where you can upload and manage your global and lookup lists.

 

 

Query/Export Data

This area is where you can search and filter through your submitted forms. You can also export your submissions into many different formats including JSON, Excel, CSV, PDF etc., including a bulk export of multiple submissions onto one Excel or CSV file

 

Manage Users

This area will bring you to where you can manage your users, which includes assigning permissions, adding and deleting users, and more. 

 

 

Add User

This button will bring you to a screen where you can add a user to your account. You can also assign permissions, user groups, and libraries while adding a user.

 

 

Download Apps

This is where you can download the app onto your device. You can either choose to send a text message to your phone or copy the link

 

 

Help

For context sensitive help you can always click the help button and search our help documentation. As always, if you can't find what you are looking for, please don't hesitate to contact us by clicking on the "Leave us a Message" button and we'll contact you shortly.

 

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