Step 6: Manage

Now that you've streamlined your paper processes, it's time to share! Get more people involved with collecting more data with GoCanvas. 

Users & Roles

Adding users is a little dependent on your plan, but you can always click on the Add User button on your Account page to start that process. Once you have some other people using your Apps, you'll want to make sure they're set up with the proper user roles, think about whether they can edit Submissions, and make sure they're assigned to the Apps they need. 

Submissions

When you've completed your Submissions, you'll probably want to take a look at where they end up in the GoCanvas system. Navigate to the Submissions page on the website and you'll see Apps listed that have completed Submissions. Click on the name of the App to view all the Submissions made with that App. Learn about how to download your Submissions and how to search your Submissions page. 

Sharing

It's entirely possible that you'll want to automatically distribute your Submissions each time you complete one. You can decide who should get the email based on a field within the App itself:

Or send it to the same people every time:

 You can also include information from your Submission in the automated emails. 

Step 7: Extend