Forms
Using a Dynamic Distribution for a Form from the Dashboard
From the Dashboard go to Features Then select Forms Next, click the pencil edit icon on the Form you would like to use Dynamic Distribution for Click the 'Submission Settings' tab at the top Scroll down, locate 'Form Recipient Type' Click 'Dynamic' ...
Adding a New Form Folder from the Dashboard
From the Dashboard select "Features" Select "Forms" Click "+New Folder" Give the folder a name Select an image from the Library or Upload from your files Under Secured Access select if for All Users or Visible only to Roles or Lists Click "Ok"
Creating a Dynamic Form Distribution List
Objective To provide a walkthrough on how to create a Dynamic Form Distribution List Click "Features", then click "Form Distribution Lists" in the Dashboard Click "+ New" Click "+ New" Name the List, Add the Recipient Emails you want to receive the ...
Creating a Dynamic Distribution Form
Navigate to "Forms" create the form as usual. Click Edit to the right of the form Navigate to "Submission Settings" tab, head to the "Recipients" field near the bottom-center of the page & select "Dynamic" Add a recipient selector label if necessary ...
Exporting Form Responses from the Dashboard
From the Dashboard, select "Features" Select "Forms" Click the "Square Box" to view submissions Click "Export to CSV" An excel spreadsheet is downloaded to your computer of the Form Responses from the Dashboard!
View Form Submissions
From the Dashboard select 'Features' Select "Forms" Click the "Box" icon to view submissions Here you have the option to either 'Print', 'Save to a PDF', 'Share', 'View', or 'Delete' OR You can export your submissions to an excel spreadsheet
Adding/Removing Recipients to a Form - Dashboard
Objective Provide walkthrough on how to add or remove a recipient from a Form with the Dashboard. Adding a Recipient Select "Features" Select "Forms" Click the "Pencil" (edit) Select the "Submission Settings" tab Scroll down and click the "+" sign ...