Knowledge base

Getting Started 3

• Settings & Best Practices
• Platform Navigation
• Add forms to a session

Capture & Upload 9

• Live Calling (for Desktop)
• Rotate or flip orientation of page (for Desktop)
• Taking a snippet/snapshot (for Desktop)
• Screen Sharing (for Desktop)
• Video & Audio Settings (for Desktop)

View all 9

User Management 6

• Admin Setup: Adding Users
• Multi-Invite to Folder of Sessions (for Desktop)
• Multi-Invite Process
• Removing (Disabling) User Access (for Admins)
• View Only Invites (For Desktop)

View all 6

Comments / Feedback 6

• Using the Status Filter (for Desktop)
• Using Session Chat (for Desktop)
• Reviewers: Approve or Reject
• Reviewers: Add comments
• Reviewers: Send Feedback

View all 6

Exporting 12

• Export Email Not Received
• Exporting a single page (for Desktop)
• Submit for Review (internal/in session)
• Export for Review (into new session)
• Export for Review (merge into existing session)

View all 12

Dashboard (for Admins) 10

• "All Sessions" page (for Desktop)
• "All Forms" page (for Desktop)
• Multi-Invite from the Dashboard (for Desktop)
• Session Status & Review Status (for Desktop)
• Taking or Changing Session Ownership (for Desktop)

View all 10

Forms (for Admins) 6

• Create a new form
• Create New Form: Import from Excel
• How to Edit A Published Form
• Setting up form reminders
• Using Forms in a Session (for Desktop)

View all 6

FAQs 3

• Created a session on the desktop but cannot see it on my phone...
• Restoring Deleted Session Content
• Reactivating a Locked (Expired) Session