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To use a Form View that you have created, click 'Manage' next to the relevant form and click 'Submissions'.  On the left hand pane, click the dropdown labelled 'Views': Select the view you want to use and then change... Read More

To complete a job using the pro-Forms mobile application, perform the following steps. Make sure the relevant job is started.  Start a Job Any forms needing to be filled in will show on screen.  Complete all the forms necessary. Once all forms... 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

To manually assign forms to a visit, edit a job from the basic or advanced search screen then go to the 'Visits' tab.  Then click the relevant visit form the list presented: Click on the 'Add Form' button and select then forms... 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

Where is pro-Forms hosted? The pro-Forms® system is hosted at ANS Group Limited (formerly UKFast) in Manchester, United Kingdom - ANS Group Website. All data submitted into the pro-Forms® system is always held, stored and backed up within the UK.... 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

Forms stuck in the app Send Log For a few different reasons, occasionally forms and or images can become stuck in the Send Log of the pro-Forms® app. The reasons can include : lack of or intermittent mobile signal. not regularly logging into the... Read More

Adding email addresses to a form Trigger To add one or more email addresses to a Trigger : Click on 'Manage' from 'Forms - home' Click on the 'Share' option at the top of the screen. From the list of Triggers edit the... 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