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If you mobile user is struggling to see any forms, please follow the steps below: Go to the 'Users' menu option Click 'Edit' next to the relevant user On the first tab towards the bottom right is an option for 'Access Group&... 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

Editing form Submissions Forms submitted into the system from both the mobile app and browser-based Online forms can be edited to alter text, add missing items etc. To be able to edit a form, the user account logged into the Work Group must have... Read More

We typically invoice customers on or around the 19th/ 20th of each month or the next nearest working day. Invoices are sent with payment terms of 30 days from the date of the invoice. All invoices are sent electronically from our Xero accounting... Read More

Creating a Theme for an Online form A Theme is a set of styling and visual effects that are applied to an Online form - Themes do not apply to Mobile forms. Multiple Themes can be created in a Work Group any of which can be applied to the Online form... Read More

Creating the on-screen look of an Online form Where fields are positioned on an Online form can be determined by using a simple 'row and column' grid system. Adding a combination of 1 row x 1 column, 1 row x 2 columns or 1 row x 3 columns... 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

  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

Duplicating a form To duplicate an existing form : From the left hand main menu of the Work Group click on 'Forms - home'. In the top centre of the screen (above the list of existing forms) click on '+ Add Form'. From the pop-up... Read More

Work items allow you to specify the work that needs to be done against a job.  To start adding work items you must first add a work item group.  A work item group simply groups related work items together. To create a Work Item Group, expand the &... Read More