FAQ's

Can I change the Web Portal Menu layout?
The Formitize Web Portal menu is flexible and able to be adjusted to suit your needs and preferences. You can select what modules you want most available fo...
Tue, 9 Sep, 2025 at 9:05 AM
Where do I edit my Company's default email address(es)?
You can set / edit your communications email addresses in the Company details: In the Web Portal go to: Admin > Company Details. There will be th...
Wed, 5 Mar, 2025 at 11:33 AM
Where can I find a report on my company's income and expenditure?
You can find an online report on the income and expenditure of your company over a specified time period in the Web Portal. Go to Reports > Income &a...
Wed, 5 Mar, 2025 at 12:41 PM
What does the Session Timeout Warning mean?
The Session Timeout Warning lets you know when your Web Portal session is about to expire due to inactivity. This warning will appear after a period of inac...
Tue, 17 Mar, 2026 at 10:14 AM