Welcome to your Management Portal. In the top right hand corner of your Portal is our Help section.
Help includes a Getting Started Guide to help you get up and running. You can also contact our friendly Support Team from the Help section for any assistance.
A Getting Started email has been sent to your email address with App Download and Login credentials.
We are delighted you have joined us and we really look forward to delivering a great paperless solution
with
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Databases can be added to Formitize as a “looked up” data source for your forms. This is a useful tool for databases such as Customers, Contacts, Suppliers, Products, Locations and Parts. You can add multiple databases that can each be accessed by one or more forms.
To upload databases go to Databases > New Database
There are two options to creating a database:
If you have an existing Excel or CSV file, you can upload it and the database will be created automatically.
If you do not have an existing file, you can create the database structure and content using Option 2
For further information on linking forms to your databases, please see the Form Builder help guide.
Let us build your form for you
Thank you! Your form has been uploaded. Our activation team will review and contact you soon