Download the GoFormz mobile app to log in to your user profile and complete tasks using a phone or tablet. You can remain logged in to 2 mobile devices at a time.
Learn to navigate the GoFormz mobile app with confidence to complete your tasks with confidence. In the upper right-hand corner is a magnifying glass icon - tap it at any time to search for Forms and Templates.
You can also complete tasks by tapping through four different tabs: New, Recent, Forms, and Settings.
Download Templates and fill out Forms in the New tab
New is where you’ll automatically navigate when you log in to the GoFormz mobile app. The top of the New page displays Templates with which you’ve recently interacted. Below that's a list of the Templates and Template folders to which you have access.
To fill out a Form on your mobile device, you’ll need to download the necessary Templates.
Download Templates to your mobile device
When a Template isn’t yet downloaded to your device a download arrow displays along with the corresponding Template.
Tap the download arrow to add a Template to your device. You’ll maintain access to your downloaded Templates and Forms even if you don’t have a data connection.
Once downloaded, you’re able to create and complete Forms using the available Templates.
Fill out Forms on the mobile app
In the New tab, tap the Template you want to use to create and complete a Form. When you tap the desired Template you’ll navigate to the Form Editor.
The Form Editor is where you’ll enter your information into the Form. Tap through the available highlighted fields and enter your information. After you’ve completed all necessary fields, tap Complete.
View Forms and Templates you’ve interacted with in the Recent tab.
Manage your Forms in the Recent tab
In the Recent tab you’ll find your recent Template and Form activity. Templates with recent activity appear across the top of the screen. Below that you’ll find a list of Forms with which you’ve recently interacted.
Here you’ll complete tasks like transferring and renaming your Forms.
Transfer a Form on the mobile app
Transfer a Form on the mobile app by opening the Actions (. . .) menu while viewing the Form you want to transfer. Your available Form Actions will appear.
Next, you’ll tap Transfer. You’ll navigate to a list of users and groups to whom you can transfer your selected Form.
You’ll tap the user or Group to whom you want to transfer your Form. A modal will appear asking you to confirm your selection.
Your transfer will dispatch or cancel based on your selection.
Rename a Form on the mobile app
If you have the necessary Form permissions and need to rename a Form on the mobile app, tap the vertical ellipsis for the Form you want to rename to open the Form Actions menu. Select Details and History. You’ll navigate to the corresponding Form Details.
Tap the Name field to view and manage the Form name. Enter any necessary changes and tap Done to apply your changes.
You can also locate and manage Forms in the Forms tab.
View your Forms on the mobile app in the Forms tab
The Forms tab is where you’ll view and manage all of the Forms to which you have access. Choose to view All Forms, Drafts, or Completed. Tap the Shared Forms icon directly to the right of these options to view shared Forms and Forms assigned to a Group.
Your available Forms display based on your chosen view. Tap the vertical ellipsis menu to open the Form Actions menu. The Form Actions menu is the same in Recent and Forms.
Manually sync your mobile device in Settings
Tap Settings to navigate to the Settings page in the GoFormz mobile app. Here you’ll access information about your user profile, device, and app version. The Settings page is also where you’ll find sync details.
If your mobile device has a solid data connection and is either open or running in the background, your available Forms and Templates automatically sync with your account every 90 seconds.
When you’re without a solid data connection you’ll still have access to your downloaded Templates and Forms. Continue to create and complete Forms as necessary and your updates will automatically sync once you’re connected again.
If you don’t see a required Form or Template, an account admin may have recently updated your permissions. In this case you’ll need to log out of your user profile on the mobile app and then log back in. You’ll now find the Forms and Templates you need.