Category: GoFormz Tips & Tricks

Learn how to create template-based Public Forms to share with anyone, even people outside your GoFormz account.

Discover how easy it is to include image fields within your digital form template and learn how other GoFormz users…

Learn how to create forms on iPhone using the GoFormz app, a mobile form builder with offline access and customizable…

Learn how using new types of data in your digital forms empowers users to capture more accurate, real-time data.

Get started with GoFormz using these four quick video tutorials.

Calculated Fields provide accurate results and help you avoid the simple errors that occur with pen & paper calculations. These…

Join the latest GoFormz Office Hours webinar, walking you through the latest product releases and updates for August, 2024.

Learn two ways to include uneditable text in your digital form templates with GoFormz.

Discover how digital forms improve project tracking, streamline workflows, enhance collaboration, and ensure accuracy for project managers in any industry.

Discover how digital forms streamline event planning and management, from registration to post-event analysis, enhancing efficiency for all types of…

Integrate GoFormz and your Cloud storage account to automate processes commonly associated with paperwork, like form delivery and record-keeping, and…

Discover the many ways you can enhance your digital forms with the GoFormz Properties Panel.

With tax season upon us, it’s imperative to make sure you have your audit records fine-tuned. What better way than…

Learn the differences between Checkboxes and Checkbox Groups, how to add them to your forms, and when to use one…

From better inventory management to digital timesheets, GoFormz can help your retail operations during the busiest time of the year.

Learn when to use the File Attachment field along with best practices for capturing thorough, accurate data.

Setting your Checkbox field to automatically be ‘checked’ when a new form is generated saves users time and eliminates the…

Naming your digital form fields streamlines form completion processes, simplifies template builds, and so much more.

Accelerate approvals and authorizations with eSignatures and online form sharing. Learn to request an eSignature from your clients, patients, and…

Using the eSignature fields, collect an E-SIGN Act-compliant digital signature on your electronic documents with these easy steps.

Take the first GoFormz University course: GoFormz Fundamentals to get GoFormz Certified.

Automatically fill out fields in seconds. Database fields can instantly populate any text lines, like names, addresses, emails, phone numbers,…

Make your voice heard and help guide the future functionality of GoFormz with our new Feature Request Portal.

Remove manual math and opportunities for human error by leveraging Automated Calculations to instantly calculate sales tax and discounts.

Make your digital forms interactive with Dynamic Field Properties and Automatic Calculations.

Get instant email copies of completed online forms with Template Events from GoFormz.

Dynamically generate additional image fields as soon as user needs them.

Job site hazards require detailed documentation, and sometimes words aren’t enough. Use image fields in your GoFormz digital forms to…

Leverage Calculations with Dynamic Field Properties to make specific fields Hidden/Visible and easily guide user data entry.

Workflow Versioning is a powerful new feature enhancement that allows users to create comprehensive audit trails by automatically saving a…

Implement Logic within existing workflows to streamline the completion of common tasks and critical business processes.

Utilize GoFormz to easily automate actions like Tagging a form, emailing a completed form, or Transferring a form to other…

Mobile forms are more flexible, professional, and accurate than traditional, fillable PDFs.

Share editable online forms with users outside of your account using our form sharing feature, Public Forms.

Transform your business operations with these three automated workflows.

Adding an expiration date to a Public Form is easy, and only takes a couple of steps to configure a…

Learn what differentiates a Template from a form in the GoFormz platform.

Utilize online forms for your warranty claims to significantly reduce response time and improve overall customer satisfaction.

Streamline the completion of budget modifications and improve data accuracy with instant calculations and digital data capture.

Easily create and share digital forms with new hires and current employees through the GoFormz form sharing feature.

Your form’s List View can be used in both the GoFormz Web App, as well as the Mobile App, granting…

Seamlessly share editable digital form drafts with users outside of your GoFormz account to capture event details and collect requests.

No, you do not need to display the same fields within both Form View and List View – check out our…

Leverage online forms to collect school activity registration forms to efficiently capture student data.

Our updated Template Editor experience presents users with two ways to create a mobile form template: by uploading an existing…

The Public Forms feature enables users to share links to their online forms with others for them to fill out…

Digital forms and the Public Forms feature allow teams to significantly streamline the sharing, collection, and processing of lien waivers.

HIPAA-secure online forms make it easy to collect information and authorizations from patients, healthcare providers, insurance professionals, and more.

Use this electronic signature ProTip to eliminate miscommunication, avoid oversight, and minimize disputes regarding approvals and authorizations.

Location fields improve transparency into your team’s activities across job sites, franchise locations, offices, and more.

Learn how to configure your form’s Default Form Name to display unique identifiers, using the Calculation Builder.

Make your team’s digital inspection form criteria dynamic to streamline data entry, eliminate data redundancies, and simplify collaboration.

Barcode Scanning can be used to streamline data entry, especially when completing documents like digital inventory forms and digital equipment…

Replicated Fields allow users to drag-and-drop several instances of the same field onto their digital form. Learn how to add…

Configure your form fields to change color in response to input data or even which user has generated a form.

User permissions are set at the Group level, allowing your account administrators to seamlessly configure access management, user management, and…

Using Dynamic Field Properties (DFP) and the ISINGROUP function, different form fields can be made Required when a user generates…

Discover how leveraging your device’s native camera feature your teams can capture and input photos into their mobile forms from…

Learn how to make additional form pages dynamically available, based on a field value or calculation.

A single Table field can be used across multiple pages of your mobile or online form, allowing users to enter…

Your Template Events can be easily customized via Template Variables to further streamline your workflow.