Manage Form Copy/Download Options and Passwords
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Download Batch CSV
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 ...
Turn off setting to need password to view a form
You can turn this setting off if you wish and it will revert back to the original settings, as long as you understand that you are then taking responsibility for any risks associated with the email notifications and should review the type of data ...
Customise the 'Form Submitted Successfully' message
You can customise the "Your Form Has Been Submitted Successfully" message that shows on the screen once a form has been submitted. To customise the message please follow these steps: Click on 'Form Manager' Click on the cog next to the form template ...
How do I change the form name?
To change the form name please follow these steps: - Go to the Form Manager - Click on the cog next to the form - Edit Form (pencil icon) - Change the form name - Save You can also change the heading on the form template. To do this please follow ...
New 'Basic Form Manager' User Permission
We now have new permission settings for ‘Form Manager’. For more details please watch the video.