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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

Creating an Email Body Layout An email Body layout is useful when creating an email trigger for a form - see article Adding an email Trigger for a form click on 'Manage' for the form you want to create the Layout for from the form list... Read More

Support contact details Our support telephone is 0330 1242160 Our support email address is support@pro-forms.co.uk Live chat is available on our website and from within Work Groups during our office hours Monday to Friday 08:30 to 17:30Unfortunately,... Read More

Setting password strengths From the 'Admin - Account Settings - Company Information tab' menu it is possible to change the required strength for user account passwords. Clicking the 'Password Strength' dropdown box will let you... Read More

Select all/ multiple fields on a form One or more form fields on a page can be selected when using the Build option. This can useful for a number of reasons, including to : move the selected fields to a different location on the page or to a... Read More

The general rule of thumb for using these 3 different field types is :Dropdown fields- more than 3 options are made available to the form user in a list to select from.- the options are longer in number of characters than simple YES, NO and N/A... Read More

All password for user accounts can be re-set with the browser Work Group. Due to GDPR we cannot see any users' passwords set in the system. Contacting us and asking us to remind someone of their password is therefore not possible. As an... Read More

To login to the pro-Forms mobile application, follow the steps outlined below Make sure the mobile app is installed.  Downloading the mobile app Launch the app from your devices menu icon. In the login prompt provided, enter the email address... Read More

To update the contents of a lookup file expand the Forms menu on the left click ‘Lookup Sources’. click edit next to the relevant entry. Click ‘Download File’ Edit the document in Excel Upload the document again using the ... Read More

The Customer Portal allows users to request: Jobs to be created Quotes to be raised Assets to be added  This article describes how to configure which users get notified when one of the actions above is performed. In the 'Jobs' menu... Read More