Categories are used to 'tag' various forms in the system. The main application for this is to enable users to show forms under a specific category when browsing via the E...

Track the changes of System fields across records. This report displays a row for anytime one of these events happens: • A record is created. • A record changes status. • ...

The Functions page lists the functions of the system to a very granular level and provides an ability to enable or disable functions across roles. Clicking on any specifi...

To import an eForm, you must first have an eForm file; this can be obtained through exporting an eForm.   Copy a Form Design from One System to Another The typical usage f...

From this screen you can do the following: • Specify an email server which emails from the system must pass through. • Re-route all system emails to a specific email addre...

Credentials allow you to run system function under another user's privilege level. A case would be if a user clicks a button that needs to update a record that the user us...

Creating New Templates User can add a new email template by clicking Add New Record.   Editing Templates   To modify existing templates, the user needs to select an ema...

The outbox shows all emails that were triggered from the system. This would include email reminders, and emails sent from triggered actions in the system. You can filter ...

Use this area to view the permissions of all forms in the system. The Read / Write / Delete / Administrate columns define which users or groups have access to those functi...

The Scheduler is for setting up and triggering time-based events to run in the system. Common uses for this include the following: • Generating reminder emails • Automatic...

  This table defines the basic management tools available in each area.   Area Functions Misc 1. Change system homepage - Note that this should be input as the rela...

Departments will typically get fed into departments dropdowns across the system, otherwise departments may be used to determine approval routing and escalations. Departmen...

    Creating Substitutions (Previously known as Temporary Replacements) Any user may be given the ability to operate ‘on behalf of’ another user in the system. This allow...

  Mail Merge Templates can be managed on Managed EForm or on a Mail Merge Template Managed List. Note that Mail Merge templates must be saved in .docx format for it to wor...

  This area allows you to create new forms, or edit existing forms.   Clicking on the Tools button will reveal a set of options for managing any individual form. The top ...

  Creating/Adding a User On the Users and Groups page, you will see the buttons Add User and Add Group on the top and a list of users that currently exist in the system. ...

  Access the Control Panel by clicking on the gears icon. The Control Panel lists all the managed areas on the left side of the screen. Click into the required area to ac...