User Manual
Users are added to a form as Participants to grant access to and allow them to interact with that form.
To add a user to a form, you must fir...
Wed, 24 Feb, 2016 at 8:18 PM
View To add fields to a view from a table field, edit view. Under Columns click Select columns. Table fields have their own section. Select...
Thu, 5 Oct, 2017 at 9:53 AM
When a new Process is added, its initial state is referred to as Unarchived. In an Unarchived state, users whose Role or Staff Group have permission can use...
Wed, 27 Apr, 2016 at 11:57 AM
For whatever reason you may have for removing a Process, you can do so by clicking Remove.
However, you will not be able to remove a Process if...
Wed, 27 Apr, 2016 at 12:04 PM
To import a process template you must first download a process template.
To download a process template navigate to Setup.
Choose th...
Fri, 29 Apr, 2016 at 2:16 PM
Email notification can be configured so: none, owners, or all participants of a form are automatically Watching a form. Depending on the setup,...
Tue, 23 Aug, 2016 at 12:48 PM
Use Notify to manually send an email notification to one, some, or all participants of a form. For example, use Notify if you have made an edit to a...
Tue, 23 Aug, 2016 at 2:06 PM
When hosting a meeting, traditionally meeting attendance
has been recorded by using an attendance sheet that all attendees sign. With the introduction o...
Fri, 18 Nov, 2016 at 2:15 PM
Granting temporary access will allow a software administrator to logon as you for troubleshooting purpose. The administrator will see what you see and hist...
Tue, 3 Jan, 2017 at 9:43 AM
Any time you're in a view in RPM, you'll see a Download button on the right side of the toolbar. This button will generate a .xlsx file that you ...
Thu, 16 Feb, 2017 at 4:03 PM