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Learn how to create, edit and export forms.
Forms - Everything you Need to Know
We've created a step-by-step guide for you to learn how to use it easily and, best of all, by yourself! How to Create, Edit and Copy a Form Go to ** Settings ** in the side menu of the system, and go to ** Forms **. This screen will show all ** Forms **, separated by ** "New" ** and ** "Templates" **. To create a ** New **, enter the form title, which will be shown to the manager and the User. You can also associate ** Cate
How to Edit a Completed Form on the Visit
If you want to correct the information filled in the Form, you can edit it after it is completed. In the side menu, go to ** Reports > Forms ** and under Actions, click Edit Forms. Once the changes are made, click Save. Did this content resolve your question or help you? Vote below and, if you didn't find what you were lookin
Accessing the Side Menu> Reports> Forms, you will have access to information about: Reports completed; Search for specific forms; Search by period; Search by users; How to Export the Report With the above information, you can determine the filters that meet your search needs. After this adjustment, jus