Help Guides

Comprehensive Help Guides
Help Guide

Provides a comprehensive overview of all capabilities, including managing accounts, building forms and reports, administration, integration and On-Premise installation

Getting Started Guides
Quickstart Guide

Get a quick overview of the basic functionality in 10 steps


Walk though step-by-step instructions to create a form, add behaviors, add workflow, set stage and field states and create a report

Planning your Workflow

Learn the most effective steps to follow when preparing to create a form including collecting process details, establishing stakeholder roles, creating a workflow diagram and tracking requirements

Planning your Form Design

Covers the basic steps to import data from an external data-source including selection of a single record by a form user, population of drop-down, list and table objects as well as the option to use a filter to refine data-source searches