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This article relates to the following pro-Forms modules: Online Forms Mobile Forms Creating an Email Body Layout An email Body layout is useful when creating an email trigger for a form - see article Adding an email Trigger for a form ... Read More

This article relates to the following pro-Forms modules: Online Forms Mobile Forms Adding an email Trigger for a form A Trigger is a pre-set action that you wish to happen once a form is submitted in to the system.Please see the Glossary... Read More

This article relates to the following pro-Forms modules: Online Forms Mobile Forms Form Field Tags Form field Tags are a very important part of the pro-Forms® system and are extremely useful in various places. They are also one of the... Read More

10 golden Housekeeping rules for data security We take our responsibilities for data security extremely seriously and are constantly working to make sure all our Customers and users have the right technical tools to keep personal data safe as laid... Read More

This article relates to the following pro-Forms modules: Online Forms Mobile Forms Adding email addresses to a form Trigger To add one or more email addresses to a Trigger : Click on 'Manage' from 'Forms - home' Click... Read More

If Triggers, invoices or notifications sent from pro-Forms® aren't arriving, it's usually a delivery issue at your email provider's end rather than a fault in pro-Forms®. If you are not receiving emails it could be that your ISP... Read More

This article relates to the following pro-Forms modules: Online Forms Mobile Forms   This article describes the steps needed to generate a Webhook URL in MS Teams.  This URL can then be added to the 'MS Teams Notification'... Read More

This article relates to the following pro-Forms modules: Online Forms Mobile Forms A common support question is : 'Why doesn't the document I receive by email after a form is submitted match the questions on my form?' The... Read More

This article relates to the following pro-Forms modules: Online Forms Mobile Forms Once you have setup you form using the builder, and have sent a test submission, you can create a layout of your data.  This layout can be used to send as... Read More

This article relates to the following pro-Forms modules: WORK MANAGER To set up access to the Customer Portal for a customer, navigate to the require customer and click on the 'Customer Portal' tab. Then, toggle on the 'Use... Read More