How to set the due date and reminders (Web User Forms only)
How to set the due date and reminders (Web User Forms only)
To set the due date and reminders for a Web User form you will need to: 1. Go to the Form Manager
2. Click on the cog next to the form
3. Click on 'Edit'
4. Click on 'Due Dates and Reminders'
5. Due Date: Select a Due Date for the form using the calendar
6. Reminder: Select 'Single Reminder', 'Frequent Reminders' or 'Custom'
6a. Single Reminder > Tick 'Custom Email?' if you would like to amend the reminder email content
6b. Frequent Reminders > Select reminder frequency > Tick 'Custom Email for frequent reminders?' if you would like to amend the reminder emails' content
6c. Custom > Select up to 3 reminder dates > Tick 'Custom Reminder Email?' if you would like to amend each reminder email
To set the due date and reminders for a Web User form you will need to: 1. Go to the Form Manager 2. Click on the cog next to the form 3. Click on 'Edit' 4. Click on 'Due Dates and Reminders' 5. Due Date: Select a Due Date for the form using the ...
This video will show you how to create user groups. If you are using web user forms then you will need to ensure you have put your users in a group before you can send the form to them. From the 'User Groups' tab click on the '+' sign then give the ...
This video will show you how to create user groups. If you are using web user forms then you will need to ensure you have put your users in a group before you can send the form to them. From the 'User Groups' tab click on the '+' sign then give the ...
On iPEGS Remote you have the ability to add additional admin users to your account. When adding admin users you will need to select the permissions you wish to grant that user. For guidance on how to create additional user accounts, and learn more ...
You can download your forms in a batch csv, which you can then export to your CRM, booking system, or other database/system that you may use. To do this please follow the steps: Go to 'Submitted Forms'. Click on 'Batch CSV'. Enter a 'from date' and a ...