Formitize User Guide

Formitize Dashboards are customisable workspaces made up of widgets, allowing you to bring the information and tools that matter most to you into one easy-t...

To create a Dashboard in the Web Portal > Navigate to the Dashboard Selector on the right hand side > Select New Dashboard > Enter a Name for your ...

To edit a Dashboard through the Web Portal > Select the Edit Pencil Icon > You will be able to Add a Widget by selecting Add New Widget. Remove or Con...

To delete a Dashboard in the Web Portal > Select the Edit Pencil Icon > Select the Trash Icon > DeleteDashboard.

Dashboards can be shared with other Formitize users by creating a Company Dashboard. Company Dashboards allow Admins to provide a consistent Dashboard to se...