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Adding company & accounts contact details and accessing invoices To help us with communication and invoicing it is important that all Customers regularly update the information available in the 'Admin - Account Settings' menu option.In... Read More

pro-Forms has a connector to Zapier which enables form data collected using our system to be exchanged with over 5,000 apps and software solutions covering accounting, HR, CRM, business intelligence (BI) and productivity. PLEASE NOTE: Zapier is a... Read More

How to resize an image on a Word Layout Image field types added to a Mobile form via the Build option will need their width and height to be specified on any associated Word Layout used for the form.If these dimensions are not set, then when the Word... Read More

This article describes how to submit a form from the pro-Forms mobile application.  It is split into two sections showing how to complete on both Android and iOS (Apple) devices.   Android Log in to your mobile application Logging into the mobile... 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

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

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

Page names Page names are particularly useful for Mobile forms. The name of the page can help a field operative u7nderstand where they are on a form and what to expect to see on a particular page.They are also useful when using and navigation between... Read More

To Archive a User account : Click on the ’Users’ main menu option. Find the row containing the user to be archived and click on the ’X’ on the right hand side at the end of the row. The mouse tooltip will show ’Archive... Read More