February 2014 – FormsFly Support

Save Money 5 Ways with Mobile Forms

27 February 201427 February 2014FormsFlyLeave a comment

Have you considered using mobile devices (smartphones or tablets) to save money and increase efficiency?

Using mobile forms can help you to cut business expenditure in many ways, and you may even be able to use existing mobile devices to keep the price of your “paper-free revolution” to a minimum.
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Send a Task to a Mobile User

9 February 20149 February 2014FormsFly

When you’re viewing a Task record, the Send button will send the Task to the assigned app user. They will receive it on their mobile device, to prompt them to do whatever you’ve specified.

You cannot send a Task until you specify one or more Activities for the Task.

Once you send a Task, the Task fields will be locked and no longer editable – though this may change in future versions.

The Delete button is always available and allows you to remove a Task at any time.

This will permanently delete the Task and its Activities, so take care when doing so.

Create and Manage Tasks

9 February 20149 February 2014FormsFly

When you click on the Tasks tab, you will enter the Tasks listing screen.

Here you can add new tasks and manage existing ones.

The Tasks Screen

How to Login to the Platform

9 February 20149 February 2014FormsFly

Setting up your mobile FormsFly app

is the first step in the process, so you’ll need to register for a free trial account on our website. Then you can login there and get started.
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Manage Docs

9 February 20149 February 2014FormsFly

With Docs you can replace the manuals, specs and other paper that your workers carry around in the field.

Anytime you want to update a Doc, our publishing process automatically takes care of distributing the changes out to app users in the field.

To view your existing Docs

Create a New Doc

9 February 20149 February 2014FormsFly

Upload a file that your mobile app users can then see when they’re out in the field.

It could be a PDF document, a video, a text file – anything that their mobile device can open is just fine.

Manage Users

9 February 20149 February 2014FormsFly

When you signed up, you were created as a user with website access and the Administrator role. You can add as many users as you like and you can control their level of access using roles.Continue reading

Built In Data for Templates

9 February 20149 February 2014FormsFly

Every Form entry includes a number of built-in data fields that are available for use in your Word/Excel templates as well.

These built-in values are easily inserted into your template by using the {{%BUILTIN_NAME}} placeholder syntax.
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Sizing Images in Word/Excel Output

9 February 20149 February 2014FormsFly

To add a picture/image from your form into your Word or Excel outputs, all you need to do is add the placeholder for the image field. However the system will size the image automatically and usually this is not what you desire. Her’s how to work around it.
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Send Form Data to Word/PDF/Excel

9 February 20149 February 2014FormsFly

FormsFly to Microsoft Word or Excel Docs

FormsFly allows you to export Data in the layouts you want by using Microsoft Word or Excel templates. If you already have Word/Excel documents that you have been printing out to use as data capture Forms, this means that with a few minor changes you can reuse these as data templates.