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  1. Repsly Knowledge Base
  2. Web Tips and Tricks
  3. Forms

Forms

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  • How to Track Rep Skills and Attributes in the Team Database (and set up your database with a rep survey)
  • How to export content of filled out forms into an Excel or .csv file?
  • How to send a link to a specific Form
  • How to save your Forms as PDF documents
  • How to edit a submitted form in the web portal
  • How to find completed Forms in the web portal
  • How to enable electronic signatures in your Forms
  • What is the difference between the "Product Icon" and the "Barcode Icon" question types in Forms
  • How to add Alerts to forms
  • How to Use Multiple Choice Selections in Forms
  • How to assign Forms to specific Places or Reps
  • How to copy a Form
  • What does Auto-fill on open in Forms mean
  • How to add conditional questions and question groups to Forms
  • How to create a new Form
  • How to find where a certain answer was submitted through a form
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