eForms

+4
41 articles in this collection
Written by Michael Gall, Kim Garcia, and Mark Valencia and 4 others
Help for Administrators

What can you use an eForm for?

Written by Troy Westley
Updated over a week ago

How does an Administrator create an eForm?

Written by Mark Valencia
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 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 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 Create and Use eForm Templates?

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 send an email to all members of an eForm?

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 Kim Garcia
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 an Administrator view the Preview of the eForm email?

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

How does an Administrator set an eForm Response Due Date?

Written by Mark Valencia
Updated over a week ago

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

Written by Kim Garcia
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 without a Tagged Group"?

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 Kim Garcia
Updated over a week ago

How does an Administrator assign a Group to an eForm?

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 Kim Garcia
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