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  Copying text from a Word document to use on a form field There can several reasons and situations where passages of text may need to be cut & pasted from a Word document into form fields. This could be as part of the field name, a default... 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

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

Field Visibility To set one or more conditions for making a field visible click on the field to edit it. Click on the 'Advanced' tab in the pop up window. Click on the cog icon on the right hand side of the Visibility box. Use the default... 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

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

To add a new User account :  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 screen  Complete the fields. Note : Username must be an email address. Once... Read More