Help Center

What an app is

Bundling forms into something a field worker opens on their phone.

Billing and plans

Trials, subscriptions, and managing your plan.

Data sources: reference data for your forms

Bringing outlet lists, product catalogues, or other reference data into a form.

The external portal (for clients and partners)

What an external party sees when you share a query or dispute with them.

Build your first form

A walkthrough of the form builder.

Output templates and branding

Turn a submission into a branded PDF automatically.

Advanced form building

Conditions, limits, defaults, choice and section fields, calculations and the live preview.

Getting started with FieldForms

What to do in your first ten minutes.

Webhooks: sending events to other systems

Notifying an external system automatically when something happens.

Setting up an integration

Connecting a third-party service and rotating its credentials safely.

Record groups and external parties

Organising regions and the client people who work in them.

The platform (super-admin) area

Vendor-side tenant management, billing operations, and help authoring — not for tenant admins.

Queries: from a dispute to a ruling

How a client representative challenges a result, and how you interrogate, rule on or refer it.

The rep app: Go Fix and raising a query

What a client representative sees, and how to set up who sees what.

Correcting an answer on a Call

How to fix a wrong answer without losing what was originally captured.

Designing a scheduled report

Building a recurring tabular export with exactly the columns you need.

Bulk exports

Downloading a large one-off export.

Securing your account with an authenticator app

Set up two-factor authentication and know what to do if you lose your phone.

The diagnostics page

What to check before escalating a problem to support.

Data privacy and POPIA requests

Handling a data subject's access or deletion request.

Reading and exporting submissions

What a submission record shows you, and how to export a batch.

Understanding offline sync

How data captured with no signal makes it back to your dashboard.

Tasks, check-in/out, and cycle attribution

What a task is, how completion is tracked, and when to re-attribute a cycle.

The telephonic capture workspace

Capturing a form over a phone call, and reviewing call quality.