The GoFormz Quickstart Guide
Please visit our updated Quickstart Guide here
In this Quickstart Guide we’ll help you create and fill out your first mobile form – just follow the simple steps below:
1. Create your first mobile form Template
To build your first mobile form, simply login to GoFormz from a computer and upload a PDF or JPG of your existing form. Once your form is loaded in the GoFormz Template Editor you can drag-and-drop ‘smart’ fields onto your form and easily adjust their properties (e.g. how they look and behave). For a video guide to creating your first mobile form template, click here.
2. Download the GoFormz app to fill out forms on your phones and tablets
GoFormz is available on iOS, Android, and Windows, as well as online. For a video walk through of the GoFormz mobile app, click here.
3. Fill out your first mobile form
Easily input data (including Images, GPS, Sketches, and Signatures) into your now digital forms. Your mobile forms can also be filled out in List View, a small screen optimized viewing mode, accessible from the menu bar. For a video guide to filling out mobile forms in the GoFormz app, click here.
Send online forms to anyone, anywhere
Use our Public Forms feature to share links to your digital forms with individuals outside of your GoFormz account, for them to fill out and complete. The Public Forms feature drastically simplifies collaboration with customers, students, partners, and more. Every GoFormz account comes pre-loaded with 25 free Public Forms credits, get started now!
Now that you’ve created and filled out your first mobile form, let’s explore the automations, integrations, and logic you can use to improve your digital documents and data capture.
Helpful resources:
Introduction to Automated Workflows & the Manage Template Events Window
Check out these quick guides to understanding Automated Workflows (actions that occur automatically as a result of a predefined Trigger) and the Manage Template Events Window.
Elevate Your Forms With Conditional Logic
Conditional Logic forms can show, hide, highlight, make a field require required, or even change a field’s value, based on data input into corresponding form fields. Explore all the possibilities of what you can accomplish by adding Conditional Logic to your mobile forms here.
Connect Your Mobile Forms To Your Other Critical Business Applications
Mobile forms act as a familiar and powerful front-end to your systems of record (like Salesforce, Procore, ServiceMax, Smartsheet, Google Suite, Quickbooks, and more). When you connect GoFormz to your other business systems, mobile forms can be dispatched anywhere, pre-filled with integration data. Copies of completed mobile forms can be instantly uploaded to corresponding integration folders and records, which can also store captured images, metadata, and more.Easily Run, Schedule, and Automate GoFormz Reports
Your GoFormz reports can be scheduled to automatically run at daily, weekly, or monthly intervals, and then uploaded to connected applications (like Box) or emailed to a GoFormz user.
For more help getting started, reach out to our incredible Support Team, contact your account manager, or explore our collection of help documents. To learn more about the GoFormz platform, check out our full overview video guide here or our collection of ‘getting started’ video resources.
