Articles Search Results

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

Can field workers share Mobile User accounts? No. This contravenes our Terms and Conditions and could give rise to us removing access to the system or indeed cancelling a subscription altogether. Mobile type User accounts are designed so that each... 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

Checking on user system logins A really useful option available to Customers is the User Login Report found in 'Admin - Reports - View user logins'. Using this report you can view system logins for both Web user and Mobile user account... Read More

To add a new User account either watch the video from the link or follow the steps below. PROCESS STEPS Click on the ’Users’ option on the left hand main menu in your Work Group. Click on the green Add User button on the right of the... Read More

Am I locked in to fixed term contract?No. We operate a 30-day rolling License for all our subscription Plans.Every 30 days (on or around the 19th of each month) we will send you an invoice based on whichever these applies to your subscription : the... Read More

Form permissions for a Web User differ slightly to that of a Mobile User. To update which forms a web user can see: Click 'Users' menu option on the left Click 'Edit' on the relevant users account Click the 'Access... Read More

Setting 2FA for a Web User account type. Each Web User must do this for themselves by logging in to the Work Group with their username & password. Click on your name in the very top right hand corner of the Work Group. Then from the dropdown... Read More

User GPS Locations The pro-Forms® app is designed to return the location of the device running the app back to the pro-Forms® servers. The GPS location returned from the app is actually the GPS location gathered by the device hardware used by the... Read More

Most of our Forms (mobile and Online) users at some point require the system to create a document that matches what they already use in paper version. To do this an Export Layout needs to be built using MS Word to create the Layout template. This... Read More