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
.
Let us build your form for you
Thank you! Your form has been uploaded. Our activation team will review and contact you soon
NOTE: You can only start a new form in the App if a Form has been created in the Management Portal and deployed to your App.
If you do not have any existing forms in your account, go to your Management Portal and then select Forms > Build/Edit Form.
The Form Builder has 3 options:
1. Build Your Own Form (using the drag and drop Form Builder), or 2. Use the Form Wizard (many standard business forms are available and the Wizard will ask some questions and then build the form for you), or 3. Upload a Form (and the Formitize Team will build it for you)
NOTE: You can also complete forms directly in the Management Portal. To access your forms in the Management Portal, go to Forms > Start / Resume Form
Once you have added a new Form and deployed it, it will be visible in your Forms list in the App.
To access Forms, select the Forms icons from the Main Menu:
Then select the form you want to use from the forms list and you are away!
Let us build your form for you
Thank you! Your form has been uploaded. Our activation team will review and contact you soon