FormsPro Table of Contents for the Admin Site

Knowledge articles TOC for the FormsPro Admin site

This knowledge article lists typical tasks that can be completed in the Admin site. This list does not include all procedures applicable to the Admin site. Use the Search to find additional knowledge articles about the FormsPro Admin site.

See FormsPro Table of Contents for the App for knowledge articles for the app.

User Menu

Using the Help and Resources Site

Using the Change Password Window

Using the Language Menu

Choosing a Display Scheme

Using the About Window

Using the Log Out Menu

Form and Report Designer Menu

Creating a Form

Creating a Basic Form

Using Folders

Publishing a Form

Creating a Public Form

Creating Form Validations

Using Workflow

Linking Forms

Creating Data Maps

Creating Deep Links

Using Form Actions

Scanning a Form

Tracking Changes

Versioning a Form

Previewing a Form

Copying a Form

Deleting a Form

Deploying Forms

Importing Forms

Exporting Forms

Operations Menu

Dispatching Forms

Scheduling Forms

Sending Notifications

Emailing Envelopes

Submissions and Logs Menu

Deleting Data

Viewing Logs

Using the Pending Forms Page

Exporting Submissions

Viewing/Editing Form Submissions

Reusable Components Menu

Using the Auto-Incrementing Number Designer

Using the Data Set Designer

Using the Section Designer

Creating a User-Defined Format

Configuration Menu

Using the Email Configuration Page

Using the API Page

Using the Data Connections Page

Using the Message Templates Page

Using the Themes, Styles, and Templates Page

Using the Security Page

Administration Menu

Using the Users Page

Using the Admin Permissions Page

Using the Roles Page

Using the Teams Page

Reports

Creating an Advanced Report

Creating a Basic Report