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Adding a Customer Customers can either be added individually or in bulk from the 'Customers' main menu screen and clicking he green +Add button.   Adding Customers individually from the +Add button select 'Add Customer' Simply... Read More

How do I cancel my pro-Forms subscription? You need to give 30 day's notice of cancelling your pro-Forms® subscription as per Terms & Conditions published at www.pro-forms.co.uk. Cancelling a subscription can be done from within your Work... Read More

If Chrome is no longer asking you where to download file to, chances there is a setting that has been disabled.  To re-enable this setting to make Chrome ask you where you want to save your file to, please follow these steps: Open Google Chrome. ... Read More

To update the contents of a lookup file expand the Forms menu on the left click ‘Lookup Sources’. click edit next to the relevant entry. Click ‘Download File’ Edit the document in Excel Upload the document again using the ... Read More

If you have an existing lookup and need to update it's contents, follow the steps below: Expand the ‘Forms’ menu on the left and click ‘Lookups’ Click ‘Edit’ on the ‘HSQE’ entry Click &lsquo... Read More

How to resize an image logo used on an Online form Images used as logo in a Theme for an Online form can be manipulated within the system without the need for 3rd party image editing software. To do this follow these steps :- Log in to your Work... Read More

Creating an Email Body Layout An email Body layout is useful when creating an email trigger for a form - see article Adding an email Trigger for a form click on 'Manage' for the form you want to create the Layout for from the form list... Read More

If you ever need to update the contents of your Word layout, please follow the steps below. 1. Click on 'Exports', and then click on the relevant Word export  2. Click on the 'Download Existing Template' button on the right: 3.... Read More

Once you have setup you form using the builder, and have sent a test submission, you can create a layout of your data.  This layout can be used to send as an email attachment, send to OneDrive/Google Drive, or FTP (other connectors available). To... Read More

Adding a Sharepoint Trigger This is a straightforward process but one which can prove invaluable in saving admin time and preventing errors e.g. filing incoming forms into folders based on a site name selected on a form. Here are some steps for such... Read More