Knowledge base

Getting Started 3

• Settings & Best Practices (for Desktop)
• Session Naming Convention (for Desktop)
• Guide to new Homepage – March 2024

Capture & Upload 11

• Attaching & Detaching Forms (for Desktop)
• Uploading Content to a Session (for Desktop)
• Uploading Folders (for Desktop)
• Answering Checklist (Form) Questions (for Desktop)
• Live Calling (for Desktop)

View all 11

Inviting / Adding Users 5

• Adding New Users (for Desktop)
• Inviting Users to a Session (for Desktop)
• Removing User Access (for Admins)
• View Only Invites (for Desktop)
• Multi-Invite to Folder of Sessions (for Desktop)

Comments / Feedback 3

• Task & Media Insights (for Desktop)
• Using the Status Filter (for Desktop)
• Using Session Chat (for Desktop)

Exporting 6

• 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 6

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) 4

• Building Forms (for Desktop)
• Managing Forms (for Admins)
• Deleting a Form (for Admins)
• Build a form in excel (for Desktop)

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