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Quick Start Items - 3 Things Everyone Should Do

There are three quick start items that every user should do when they create their first form and set up their account.

1) Set up a file name - report naming convention for each form. This will display in-app, in the data tab, and be the name the generated for the PDF and Word file.  Article - Form BuilderSetting up a file name / report name 

2) Set up automated email delivery for the completed report. Article - Form Builder: Automatic email delivery

3) Add your Logo to Reports and the Builder. Article-Account Level: Adding your Logo

 

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