Knowledge Base
What's New?
How Do I Fill Out a Form and Return Later?
Action Items
How Do I Create a New App?
How Do I Create and Edit a Form?
How Do I Use the Form Editor Gadgets?
- Form Builder - Gadget Definitions
- How Do I Add and Edit Sections in a Form?
- How Do I Use the Text Input Gadgets?
- How Do I Create Check Boxes?
- How Do I Create Radio Buttons?
- How Do I Use the User Typeahead and User Multiselect gadgets?
How Do I Publish an App?
How Do I Create and Edit a Workflow?
- How Do I Create a Workflow?
- How Do I Create an Approval Step?
- How Do I Create a Denial Step?
- How Do I Create an Acknowledgement Step?
- How Do I Create a Notification Step?
- How Do I Create a Branch Step?
How Do I Manage the Document List?
- What is the Document List?
- How Do I Create Columns in the Document List?
- How Do I Filter My Document List?
- How Do I Export Data from My Documents?
- How Do I Save a Document to a PDF?
- Meta Fields
How Do I Approve a Form?
Permissions
Users, Categories, Groups, and Roles (for Sys. Admins.)
- What are Organizational Hierarchies?
- How Do I Create and Manage Users?
- Create and Manage Categories
- Configure Category Hierarchies
- Create and Manage Groups
- Create and Manage Roles