Forms VIDEOS

Form Essentials

See the videos below for information on how to use the Forms Essentials module.

Introduction to Forms

Workflow Forms

Non-Workflow Forms

Forms Register Overview

Cancelling A Form

Generate Form Hyperlink

Export Forms Data

Forms Management

See the videos below for information on how to use the Forms Management feature.

Form Workflow Steps and Next Actions

Forms Workflow Report

Forms Dynamic Folders

Form Distribution Groups

Setting up for Action Users

Duplicating Forms

Export Forms Data

Form Administration

See the videos below for information on how to use the Forms Administration feature.

Forms Project and Security Settings

Forms Summary Report

Form Workflow Statuses

Creating Forms in Bulk

Transfer Form Ownership

Bulk Replacement or Removal of Form Recipients

Changing Form Status in Bulk