Formitize Feature: How to Use Formitize Resources to Manage Your Business Documents
Have you ever been caught in a tailspin of paperwork that leaves you begging for mercy? Every day, you get a deluge of paper documents that keep your business from reaching its full potential because of the sheer magnitude of paperwork that you need to review? So what should you do now? It’s high time to go paperless!
In any business, it’s important that the right people have access to the right versions of the right documents at the right time. Formitize solves this problem with the Resources module.
What are Resources?
Resources are read-only items and can be any type of document such as Safety Information, Operating Manuals, Licences and Permits, Pricing Catalogs, Marketing Material, Training Guides – essentially any type of document that needs to be accessed and viewed.
You can create and name Folders and then upload Resource items to those folders. Once uploaded, users with the correct permission can access and view the Resource from either the Management Portal or the Mobile App.
A number of updates have been made to Resources:
Resource Folders and the Resource items themselves are now stored alphabetically to help make it easier to find. The Search feature remains available for quickly finding items too.
Resources can be emailed and PDF Files can now also be printed. Simply swipe the Resource from left to right and you will be given two options - to either Print or Email the Resource directly from the App.
You can make a vast array of documents available in your Resources. To enjoy this feature and more, Start your Free 30-day Trial Today!
Like
Circle
Follow