Formitize User Guide

You can view Assets associated with a specific Client through their Contact Card, the Asset Register or Reports. Through the Contact Card In the Web Po...

You can upload Resources, such as documents, images or other files, directly to an Asset Card through the Web Portal or Formitize App. This allows you to ke...

You can hide an Asset Table in a Form and have it automatically appear when a specific answer is selected. This is done using Events in the Form Builder. ...

You can edit an existing Asset Type to update its details and keep your Asset information organised and up to date. In the Web Portal go to Assets > ...

Once the Asset Module has been activated on your account, you can access and manage Assets through both the Web Portal and Formitize App. In the Web Por...

Assets are automatically sorted by their Register ID, which is generated based on when each Asset is added to the system. By default, Assets are display...

You can activate the Asset Management Module directly through the Web Portal, allowing you to manage your Asset information within Formitize. In the Web...

You can separate Assets by Zones within a Form by adding multiple CRM Zone fields and linking each one to a specific Asset Table. This allows you to display...

You are able to upload a Cover Image to an Asset Card through the Web Portal. This allows you to easily identify Assets using a photo. In the Web Portal...

You can download a QR code for an Asset, which can then be printed out for use. For example: To place on an Asset item so that you can scan the code when do...