Knowledge Base
Getting Started
- Step 1: Sign up and log in
- Step 2: Build
- Step 3: Design
- Step 4: Deploy
- Step 5: Submit
- Step 6: Manage
COVID-19 Resources
App Builder
- How to add multiple photos to a GoCanvas App
- What does the Receipt Label setting do?
- What does the PDF & Web Label setting do?
- How to hide screen names on your PDF
- How to set up a Short Text Field to only accept numbers
- What does the System Default setting do?
Reference Data
- Can I auto-populate or auto-fill a GoCanvas form?
- How to add Reference Data
- How to update Reference Data
- How to set up dependent Reference Data
- How can I tell if my App uses Reference Data?
- How to group Reference Data so users only download the data they need
PDF Designer
- How to add social media links in the PDF Designer
- What are PDF Designer Global Settings?
- Can the GoCanvas PDF match or look like my current paper form?
- What is the PDF Designer?
- How to customize and edit a PDF using the PDF Designer
- How to customize the GoCanvas-generated PDF
Using Apps
- Running the GoCanvas Windows client on a virtual machine
- Getting started with GoCanvas on your mobile device
- Does GoCanvas support iOS 10?
- How to use GoCanvas on a mobile device
- What does it mean to "sync" my device?
- Does GoCanvas work if I don't have wireless coverage (offline)?
Submissions
- How to preview a Submission PDF on mobile
- How to save a Submission to cloud
- How to filter and search Submission PDFs on your mobile device
- How to download Submission data in CSV or XML format
- What is a Submission?
- Can I search my submitted data?
Integrations
- How to use API Keys
- Can GoCanvas be integrated with backend systems?
- What are Integration Options?
- How to integrate with Box, Dropbox, Google Drive, Evernote, Salesforce and Zapier
- What is Zapier?
- How to use GoCanvas with Zapier
Dispatch
- How to edit/update an existing Dispatch
- How to use Dispatch
- How to use the Dispatch and Workflow page
- How to Dispatch using Reference Data
- How to schedule Dispatches
- How to bulk upload dispatches
App Settings
- How to un-retire an App
- What does status mean on my Apps page?
- How to test an App before publishing to all users
- Can GoCanvas generate a unique number to be used as job number or work order number?
- How do I set unique numbering on Submissions?
- What are Email Options?
Workflow
Assignments
Business Insights
Account
- How to re-enable a user
- How to log in with SSO
- How to disable a user
- What should I do if I get the message "our records show that this email is already in use"?
- How to update your billing information
- How to use GoCanvas online reports
General
- Is GoCanvas GDPR compliant?
- GoCanvas glossary of terms
- Getting started: GoCanvas 101
- What is GoCanvas?
- Get started with GoCanvas in 4 quick steps
- I was just added to a GoCanvas account. How do I get set up?