How to Use Formitize Management Portal for Your Business Success

As a business owner, you are constantly dealing with a deluge of paperwork. What if I told you that going paperless will remove that burden from your shoulders and give you more time to focus on the most important area of your business – your customers. How do you do that? With Formitize, of course!

Do you know what Formitize Management Portal can do for you? It enables you to change everything – from jobs to mobile forms – the list is endless. Get to know Formitize Management Portal today!



What is the Management Portal?

The Management Portal has lots of features but it’s core functions are to build forms, create jobs to send to the App users and then to receive the completed forms back from the App and process the information.

The Management Portal is the main control centre for your account. The Portal is where you can manage your account details, settings and user permissions. It is a secure website, which means you can access it anywhere in the world with an Internet connection. Please note the Management Portal is optimised for the Google Chrome browser and whilst other browsers will essentially work, the experience is enhanced for Google Chrome.

There are a number of elements that are only available in the Management Portal like the Full Scheduler, a number of the account customizations and User Settings.


How do I access the Management Portal?

You can access the Portal from the www.formitize.com website. In the top right hand corner, click on the Login button. Once you’re in, you can add and edit users update or assign jobs, build forms, create job types, virtually everything is accessible for you using your very own Management Portal.

Now that you know what you can do with Formitize Management Portal, what are you waiting for? Come check it out! Start your Free 30-day Trial Today!


Formitize – making paperwork paperless.

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