Getting Started
Setting Up Your Account
When you first create your FormTab Account, you'll want to take a moment to familiarise yourself with FormTab Central:
- Check/update your [Account info
- Check/update your Profile info, such as time zone and date format
- Check off the brief Tutorial items on the Dashboard
Renaming the default Project
By default you have one Project in your Account, called Default Project. You can change the name of this Project (and other settings) at any time.
- Click the Edit button in the Project Switcher at the top of the page
- Or click the Settings icon in the sidebar and click Projects
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Check out Managing Projects for more detailed information.
Updating the Default Team
When your Account was created, a Team was added to the Default Project and given the same name as your Account.
If the name given to this Team isn't relevant you can rename it, along with other details. Click Teams in the sidebar and click a Team to edit it.
Add additional Teams by going to the Teams page and clicking:
- You can add as many Teams as you like
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Check out Managing Teams for more detailed information.
Adding Users
To manage the Users in your Team, click Users in the sidebar
- The list shows all Users in the currently selected Team. If you have more than one Team in the active Project, you can quickly jump to another Team using the switcher at the top of the page.
To add a new User:
- Click the Add Users To Team button at the top of the page
- In the window that appears, enter the email address of the User(s) you wish to add, set their Role and click Save
- The User(s) will be emailed a notification
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Check out Managing Users for more detailed information about Users, Roles and permissions.
Building Your First Form
Next you'll want to try out the FormTab Form Builder. It's really easy to use and will have you building fantastic forms in no time.
When you created your Account we added a couple of starter Forms and you'll find these in your Form Library.
Feel free to open and edit these Forms to see how they're put together. Add, remove or edit fields. The best way to learn is to simply get your hands dirty!
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Check out Building Your First Form for an introduction to the Form Builder.
Check out the Form Builder Guide for more advanced information.
Check out Using the Form Library for more information about the all-new Form Library.
Filling and Submitting Forms
Now it's time to start filling some Forms, to get a feel for FormTab in action. You'll see how easy FormTab is for your Users, if they can use an iOS or Android device, they'll be right at home in FormTab.
You can fill forms right in your browser in FormTab Central.
The best experience is using our native mobile apps - FormTab for iOS and FormTab for Android.
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Check out Filling Forms for an introduction to the filling Forms on all platforms.
Managing Submissions
Once your Teams start sending in their Submissions, FormTab offers a number of ways to work with the data.
- Use FormTab as your repository to store submissions
- Export data for manipulation in another app
- Integrate with your own systems to get the data you need, in the right format
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Check out Managing Submissions for more about dealing with your data.