Knowledge base

Getting Started 3

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

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)

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User Management 6

• Admin Setup: Adding Users
• Inviting Users to a Session (for Desktop)
• Multi-Invite to Folder of Sessions (for Desktop)
• Multi-Invite Process
• Removing (Disabling) User Access (for Admins)

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Comments / Feedback 6

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

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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)

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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 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...
• Reactivating a locked (expired) session
• How to restore session content that has been deleted