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This comprehensive quick start guide gives step-bystep instructions to get you started building forms, using templates, pulling reports, analyzing data and more. We’ve also packed in many other helpful tipsand tricks from our mobile forms consultants to help you leverage additional features of which you may not have been aware – all to optimize your doForms investment.  \nHere’s what you’ll find in this user guide:  \nBUILDING YOUR FIRST FORM 4  \nCreate a New Form 4  \nPreview Your Form 5  \nPublish Your Form 6  \nUsing Your Form 7  \nUSING YOUR DATA 7  \nView Your Data 7  \nView Your Data with Excel 8  \nAdditional Options 8  \nMANAGING USERS 9  \nMobile Users 9  \nWeb Users 10  \nSending Forms to Users Without a License 10  \nDISPATCHING FORMS TO USERS 10  \nDispatch 11  \nDispatch Scheduler 11  \nGPS Tracking 11  \nBUILDING REPORTS 12  \nFiltering, Sorting and Grouping 12  \nScheduling and Emailing Reports 13  \nCREATING CUSTOM FORM TEMPLATES IN EXCEL 13  \nLoad Your Fields into Your Template 13  \nSave and Upload Your Template 14  \nEmail Tool 15  \nEmailing from the Portal 15  \nBONUS TIPS 15  \nUsing Barcodes and NFC 15  \nAuto Numbers 16  \nAction Buttons 16  \nCredit Card Payments 16  \nYour Default Colors 17  \nLogic in Your Forms 17  \nMESSAGE FROM THE CEO 18  \nBuilding Your First Form  \nIn this first section, we’ll show you how to build, preview, publish and access a form using the Build feature on the doForms website. We’ve taken every step to make this tool as easy-to-use as possible, but should you need additional assistance, please do not hesitate to contact a doForms Mobile Solutions Consultant or Support. We will even build your first form for you for free.  \nPhone Support: (855) DOFORMS or (855) 363-6767  \nLive Chat: Simply click Chat in the top right menu of the Build page to open a chat box.  \nCreate a New Form  \nTo access the build page, first sign into your account on the doForms dashboard using the link in the top menu of the homepage. From there, select the Build drop down menu in the top of your screen, then click Forms.  \nThis will take you to the form building workspace. Finally, click the New icon in the top toolbar menu to get started. You can also load a sample form. Find features you like in the sample form and then easily look at how that is accomplished using the tools and various tool parameters.  \nThe Build Forms workspace  \nLeft-Toolbar  \nAdd new fields to your form by clicking and dragging items from the toolbar into the center workspace.  \nCenter-Workspace  \nAdd, delete, replicate or reorder tools and fields here. The quick links at the top of this section will help with functions like copying and pasting fields, deleting items or undoing andredoing prior actions. You can also use the icons in the top right of each tool to move it up or down on your form, make a copy or delete it.  \nRight – Parameters  \nOnce you drag a tool to the workspace, the right menu will display configurable parameters associated with that particular tool, with a red star indicating required fields. Most tools will require at least a caption and data name.  \nAdditional help is available by clicking the information icon.  \nYou can break your form into pages to make navigation easier for the user. Breaking forms into pages also improves performance when your forms have a lot of calculations or hidden fields waiting to be displayed.  \nUse Layout Grids to place items in multiple columns and rows and use tables to quickly build invoices and time sheets. Use Data Lookups to add your own data into your forms. Finally, personalize your forms by adding pictures, GPS Stamps and all the other options that make your doForms so much more powerful than paper. All of these are accessible in the left column menu of the build workspace.  \nPreview Your Form  \nWhen you’re ready to see what your form will look like on a device, click the Preview icon in the top toolbar menu.  \nPro Tip: Fix all errors befor","cbCaipAIrGGmZwnN","https://ap.wps.com/l/cbCaipAIrGGmZwnN","pdf",1001065,"English","# Getting Started\n## Building Your First Form\n## Using Your Data\n## Managing Users\n## Dispatching Forms to Users\n## Building Reports\n## Creating Custom Form Templates in Excel\n## Bonus Tips\n## Message from the CEO","[{\"question\":\"How do I create, preview, and publish my first doForms form?\",\"answer\":\"Use the Build workspace to start a new form, then click Preview to check required parameters and fix errors. When ready, save as a draft and use Publish to enter a form name and select a project for distribution.\"},{\"question\":\"What steps help me build forms more easily in the Build Forms workspace?\",\"answer\":\"Drag tools and fields from the left toolbar into the center workspace, then use the right-side Parameters panel to fill required fields. Use pages for navigation and performance, and apply layout grids and tables for faster placement and structured layouts.\"},{\"question\":\"How can I manage who can use forms and how forms get delivered to them?\",\"answer\":\"Manage Mobile Users and Web Users from the user management section, including sending forms to users without a license. For delivery, use Dispatch features such as dispatch scheduler and GPS tracking where supported.\"}]","Quick Start User Guide - doForms | PDF",1789226252,6]