Main Menu Guide

Tasks

• Scheduled forms that occur once or at a set frequency
• Users can only see tasks assign to them or their team

Forms 

• Submission library of all records in the program
• Open a net new Form without having to schedule a Task 

Reports 

• Reports summaries of the key information in your forms and can include any field present in your form

Resources

• Key business information that populates the drop downs of your forms

Settings

• Software configuration