Connecteam

How to do dedicated follow up notifcations

Follow-up Notifications

Working with Form Submissions: Access, Edit & Delete

Improve data management and export form entries as Excel or PDF

How to Export Form Entries?

Downloading & deleting multiple Form entries with a single click

Bulk Form Actions

How to Move a Form Between Categories

For accurate and timely reporting and improved response time.

Form Types: Reporting Forms

Form Types: Read and Sign

Learn how to, manage, and gain insights on your employees form submissions

How to View Form Submissions and Summaries

Copy a form's link to share it with your users externally

How to Use the Forms Shareable Link

Change the order your assets are displayed in Forms on the mobile app

How to Reorganize Your Forms

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Noam Serlin

Using Forms for Daily Operations

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Community Forum

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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