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Project Management

      Staff and Roles: Learn how to create and manage staff members and roles on a project. Roles allow customized access control for forms in your project.

      Creating or Changing a Form Type: Learn how to create a new form type, and how to add fields to an existing form type.

      Importing a Form Type: Learn how to import a form type into the project

      Working with Pre-form customized notification: Learn how direct the email notification to intended users.

      Using Project Recycle Bin: Learn how use the project Recycle Bin.

      Customizing Project Messages: Learn how customize Project Messages.