eForms

A +5
54 articles in this collection
Written by Andrew Thurlow, Alyanna Marie Alejaga, and Jigs Macatangay and 5 others
Help for Administrators

What can you use an eForm for?

Written by Troy Westley
Updated this week

How does an Administrator create an eForm?

Written by Mark Valencia
Updated over a week ago

How does an Administrator allow the Staff Members to create an eForm?

Written by Allan Yu
Updated over a week ago

What are the different eForm Question Types that an Administrator can use?

Written by Mark Valencia
Updated over a week ago

How does an Administrator Create and Use eForm Templates?

Written by Mark Valencia
Updated over a week ago

How does an Administrator send one eForm per family?

Written by Alyanna Marie Alejaga
Updated over a week ago

How does an Administrator view the Preview of the eForm email?

Written by Mark Valencia
Updated over a week ago

How does an Administrator assign Care Profiles to a Group or an eForm? (Drag and Drop)

Written by Mark Valencia
Updated over a week ago

How does an Administrator assign a Group to an eForm?

Written by Mark Valencia
Updated over a week ago

Why can I not add a group to an eForm?

Written by Mark Valencia
Updated over a week ago

How does an Administrator view the eForm responses?

Written by Alyanna Marie Alejaga
Updated over a week ago

How does an Administrator view, export, and print the eForm responses?

Written by Mark Valencia
Updated over a week ago

How does an Administrator generate an eForm report of a specific group?

Written by Mark Valencia
Updated over a week ago

How does an Administrator configure the email notifications when profile owners respond to an eForm?

Written by Mark Valencia
Updated over a week ago

Form Categories

Form Categories help you organise and find your forms
Written by Mark Valencia
Updated over a week ago

How does an Administrator create and use Form Categories?

Written by Alyanna Marie Alejaga
Updated over a week ago

How to edit Form Categories?

Written by Alyanna Marie Alejaga
Updated over a week ago

Form Library

How to navigate the Form Library
Written by John Ryan
Updated over a week ago

Self-service forms

How to create self-service forms
Written by Troy Westley
Updated over a week ago

Approvals

How to create approval processes for forms
Written by Troy Westley
Updated over a week ago

How to add,edit or delete an Approval stage to a Self-Service eForm?

Written by Alyanna Marie Alejaga
Updated over a week ago

Date Request Question

Request dates from users with expiry reminders
Written by John Ryan
Updated over a week ago

How does an Administrator set an eForm Response Due Date?

Written by Mark Valencia
Updated over a week ago

How does the Administrator create an Appointment using eForms?

Written by Mark Valencia
Updated over a week ago

How does an Administrator Add an Attachment to an eForm?

Written by Mark Valencia
Updated over a week ago

How does an Administrator remove the eForm responses?

Written by Mark Valencia
Updated over a week ago

How does an Administrator remove Care Profiles that belong in a Group from an eForm?

Written by Mark Valencia
Updated over a week ago

How does an Administrator remove Care Profiles from a Group or an eForm?

Written by Mark Valencia
Updated over a week ago

How does the Administrator disable the Working With Children info in an eForm?

Written by Mark Valencia
Updated over a week ago

How does an Administrator archive or delete an eForm?

Written by Mark Valencia
Updated over a week ago

How does an Administrator archive multiple eForms?

Written by Mark Valencia
Updated over a week ago

How does an Administrator fix the profiles that are tagged "Members without a Group" in an eForm?

Written by Mark Valencia
Updated over a week ago

How does an Administrator sort members of an eForm into groups?

Written by Mark Valencia
Updated over a week ago

What does "Add eForm Replies to the care profile" mean?

Written by Mark Valencia
Updated over a week ago

How does an Administrator generate a report of Care Profiles based from the eForm Response Status?

Written by Mark Valencia
Updated over a week ago

How does an Administrator request for Volunteers?

Written by Mark Valencia
Updated over a week ago

How does an Administrator check the list of volunteers in an eForm?

Written by Mark Valencia
Updated over a week ago

What eForm changes trigger an email notification?

Written by Mark Valencia
Updated over a week ago

How does an Administrator check the eForm Timeline?

Written by Mark Valencia
Updated over a week ago

How does an Administrators send an eForm only once (no follow-up notifications)?

Written by Mark Valencia
Updated over a week ago