Knowledge base

Getting Started 2

• Settings & Best Practices
• Platform Navigation

Capture & Upload 11

• Uploading Folders (for Desktop)
• Live Calling (for Desktop)
• Annotation tools (for Desktop)
• Rotate or flip orientation of page (for Desktop)
• Taking a snippet/snapshot (for Desktop)

View all 11

User Management 6

• Admin Setup: Adding Users
• Inviting Users to a Session (for Desktop)
• View Only Invites (for Desktop)
• Multi-Invite to Folder of Sessions (for Desktop)
• Multi-Invite Process

View all 6

Comments / Feedback 2

• Using the Status Filter (for Desktop)
• Using Session Chat (for Desktop)

Exporting 8

• Export Email Not Received
• Exporting (for Desktop)
• Exporting a Custom Video and CSV File (for Desktop)
• Exporting a single page (for Desktop)
• Internal Review (for Desktop)

View all 8

Dashboard (for Admins) 6

• "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 6

Forms (for Admins) 6

• Create New Form
• Create New Form: Import from Excel
• How to Edit A Published Form
• Share (Publish) Forms to Another Tenant
• Setting up form reminders

View all 6

FAQs 3

• Accidentally deleted an image or video from my session...
• Created a session on the desktop but cannot see it on my phone...
• Reactivating a locked (expired) session