In order to begin using the PerfectForms™ Offline Form Manager you must have a user account already established in the PerfectForms™ system. You can have a Full, Basic or Limited user role. For each user, the Enable offline form filling option will have to be turned on in the Users view of the Settings Dashboard to facilitate offline access to forms.
The first time you start the application you will need to configure your user credentials and select the forms you want to have available for offline viewing.
The following steps describe how to complete this configuration process.
1.Configure your user credentials by entering the E-mail address and Password that are associated with your PerfectForms™ account.
Specify the Server URL which will point Offline Form Manager to the correct PerfectForms™ system (https://app.perfectforms.com/).
These credentials will be stored locally on your computer and can be changed at any time by accessing the Settings screen.
2.Choose the forms you want to have available for offline viewing. Select forms individually by clicking the check box next to the desired form or select all forms in the list by clicking the check box in the column header.
3.Once your selected forms have been uploaded to the Offline Form Manager click the icon to open the settings page.
4.If you want to be able to use connections to csv files located locally on the same machine as the Offline Form Manager enter in the path to the folder that contains the csv files.