Account Administration

Account Settings

• Push Notifications - BETA
• Form Delivery Activity - BETA
• Custom Menu Items
• Branding the App, Account and Reports
• Account Settings Defined
• How do I Change my Account Name?

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Users

• Creating / Adding Users To an Account
• Two Factor Authentication (2FA)
• How to delete a user in your account
• How do I Reset my Password?
• User Roles Defined
• How to Assign Roles to Users

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Data

• Submission Activity Page
• Edit your submitted report in PDF or Word
• How to edit a form submission that has already been submitted
• How do I download all my photos and videos from a submission?
• How to export multiple submissions to Excel
• How to Re-Process a Workflow Integration

Form Libraries

• How to assign Users to a Library
• What Are Form Libraries?
• Creating a Form Library
• Adding and Removing Forms to a Form Library

Billing Information

• Why was my card declined?
• What users are counted in my per user billing pricing?
• What are the billing terms of my account?
• How do I cancel my account?
• When will I be billed?
• Do you offer refunds?

Dispatching Forms

• External Dispatch - BETA
• Dispatch Activity Page
• Opening Forms from a URL on iOS and Android
• Dispatch by File
• Dispatch Status Definitions
• How to Recall a Dispatch