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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 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

Adding logos and images to a Work Group Adding one or images to your Work Group is useful for :- using as part of a System generated layout for html email bodies used when triggers send information out from the system; adding your company logo to an... Read More

Adding an email Trigger for a form A Trigger is a pre-set action that you wish to happen once a form is submitted in to the system.Please see the Glossary terms for Standard Trigger and Conditional Trigger for more information on their purpose and... Read More

  Form types : Online v Mobile forms People sometimes get confused as to when it best to use an Online form rather than a Mobile form. This article will help you clearly distinguish between the two types of form. Mobile forms are accessed and... Read More