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 Builder: Setting 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