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Add Assets to a Job

Note: Assets can only be added to a job if you are subscribed to the ENTERPRISE MANAGER plan. Forms will be automatically updated, with the selected asset details, on the following app versions: Android: v1.5.26 and above iOS: v1.2.22 and above ... Read More

Adding logos and images to a Work Group

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

Using the Super Search option

Using the Super Search option   The pro-Forms® Super Search' located at the top of the screen in your Work Group. Using this search box is a very quick & convenient way to use one search to find information in several different parts of... Read More

Can I upgrade/ downgrade between subscription plans?

Can I upgrade/ downgrade between subscription plans? Yes. Customers are able to do this for themselves without need to ask or contact us.  Please visit the 'Admin - Account Settings' main menu option. Then click the 'Billing' tab... Read More

Zapier Triggers

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

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

Editing form submissions

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

On-screen look of Online forms

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

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