# GoFormz Knowledge Base

> Advice and answers from the GoFormz Team

## GoFormz 101

- [Welcome to the GoFormz Knowledge Base](http://help.goformz.com/en/articles/2482030-welcome-to-the-goformz-knowledge-base.md): Learn what you can expect from the GoFormz Knowledge Base.
- [GoFormz Resource Center](http://help.goformz.com/en/articles/6047559-goformz-resource-center.md): The Resource Center offers quick answers, relevant tours, feedback opportunities, and more all within the GoFormz web application.
- [Log in to your organization's account](http://help.goformz.com/en/articles/2482066-log-in-to-your-organization-s-account.md): Access your organization's account using your user profile.
- [The differences between Templates and Forms](http://help.goformz.com/en/articles/2542169-the-differences-between-templates-and-forms.md): Learn about the difference between Forms and Templates in GoFormz, and how to manage and utilize them to collect data for your organization.
- [Web app keyboard shortcuts](http://help.goformz.com/en/articles/9389295-web-app-keyboard-shortcuts.md): In addition to aiding accessibility, keyboard shortcuts offer convenience and increased efficiency.
- [GoFormz 101 FAQ](http://help.goformz.com/en/articles/2482108-goformz-101-faq.md): Explore this FAQ for answers to the most common questions from new GoFormz users.
- [Fill out a requested Form](http://help.goformz.com/en/articles/10758948-fill-out-a-requested-form.md): If you’ve received a request from somebody, but aren’t sure what GoFormz is - or how to fill out the Form - this is the article for you.

## Account Management

- [Account overview](http://help.goformz.com/en/articles/7910250-account-overview.md): Account administrators should review this content to understand account management basics.
- [Permissions, users, and Groups overview](http://help.goformz.com/en/articles/2542142-permissions-users-and-groups-overview.md): Learn how permissions work so you can optimize your account set-up.
- [Create a Group](http://help.goformz.com/en/articles/7889004-create-a-group.md): Assign user permissions by creating Groups in the GoFormz web app.
- [Manage your Groups](http://help.goformz.com/en/articles/2542147-manage-your-groups.md): Learn how to edit or delete your Groups within the web app.
- [Create a new user profile](http://help.goformz.com/en/articles/7973719-create-a-new-user-profile.md): Provide a member of your organization with access to your GoFormz account by creating a user profile.
- [Notification Center overview](http://help.goformz.com/en/articles/4000037-notification-center-overview.md): Manage manually exported data such as Bulk PDF downloads of forms, DataSource exports and manual report exports.
- [User profile management overview](http://help.goformz.com/en/articles/2542143-user-profile-management-overview.md): Admins create and manage your account’s user profiles. Learn about user profile details and management.
- [Manage the activation status of a user profile](http://help.goformz.com/en/articles/7926349-manage-the-activation-status-of-a-user-profile.md): Activate, deactivate, and reactivate your users on the Users and Groups page of the web app.
- [Assign a user to a Group](http://help.goformz.com/en/articles/7845549-assign-a-user-to-a-group.md): Determine the permissions for a user profile by assigning the user to a Group.
- [Remove a user from a Group](http://help.goformz.com/en/articles/7869062-remove-a-user-from-a-group.md): Edit a user’s permissions by removing them from a Group.
- [Manage devices connected to your account](http://help.goformz.com/en/articles/7910111-manage-devices-connected-to-your-account.md): Log out devices from a user profile so that a user can log in on a different device.
- [Manage Users and Devices](http://help.goformz.com/en/articles/2542154-manage-users-and-devices.md): Learn to manage your account's users and devices, including creating and modifying a user, logging out devices, and more.
- [Forgot your password?](http://help.goformz.com/en/articles/2542191-forgot-your-password.md): Reset your password on the GoFormz web or mobile app.
- [Setting Up A Custom Email Connection \(SMTP & OAuth 2.0\)](http://help.goformz.com/en/articles/2542163-setting-up-a-custom-email-connection-smtp-oauth-2-0.md): Connect your own Google Workspace, Microsoft 365, or SMTP email account so GoFormz notification emails send from your domain instead of the GoFormz email server.
- [Set up automatic email notifications at the account level](http://help.goformz.com/en/articles/2542165-set-up-automatic-email-notifications-at-the-account-level.md): As an administrator, you can set up email notifications to be sent out when a form is completed.
- [Delete your account](http://help.goformz.com/en/articles/7988168-delete-your-account.md): Delete your account to free up any associated email addresses for use with a different account.
- [Export your GoFormz Form data](http://help.goformz.com/en/articles/7992698-export-your-goformz-form-data.md): Learn how to safely and securely export your Form data as a PDF or CSV file from GoFormz with this step-by-step guide.
- [Independent Users overview](http://help.goformz.com/en/articles/6762960-independent-users-overview.md): Independent User profiles enable users outside of an organization to access multiple accounts.
- [Convert a user profile to an Independent User profile](http://help.goformz.com/en/articles/7170240-convert-a-user-profile-to-an-independent-user-profile.md): Provide contractors a user profile that suits their role in your organization by converting their profile to an Independent User profile.
- [Troubleshooting: Unreceived emails](http://help.goformz.com/en/articles/8282795-troubleshooting-unreceived-emails.md)
- [Message Status log details](http://help.goformz.com/en/articles/8368935-message-status-log-details.md): Learn more about the status of messages you've sent from your GoFormz account.
- [Account Management and Billing FAQ](http://help.goformz.com/en/articles/2542145-account-management-and-billing-faq.md): Explore our FAQ for answers to the most common billing questions from GoFormz users.
- [Security FAQ](http://help.goformz.com/en/articles/2542157-security-faq.md): Explore our FAQ for answers to the most common security questions from GoFormz users.
- [Preview Features](http://help.goformz.com/en/articles/10491526-preview-features.md): Learn what Preview Features are, and how to opt in to start testing new features and submitting feedback to influence their functionality.
- [Multi-Factor Authentication](http://help.goformz.com/en/articles/13241014-multi-factor-authentication.md)
- [Add a Template, Workflow, or DataSource to your other accounts](http://help.goformz.com/en/articles/16192495-add-a-template-workflow-or-datasource-to-your-other-accounts.md): Learn how to send a published Template, Workflow, or DataSource to the other GoFormz accounts you administer.
- [Single Sign-On \(SSO\) overview](http://help.goformz.com/en/articles/6332277-single-sign-on-sso-overview.md): Pair an existing Apple, Google, Microsoft, or Procore account with your GoFormz profile to streamline the user log-in process.
- [Connect a new Single Sign-On Method \(SSO\) to your existing account](http://help.goformz.com/en/articles/6464688-connect-a-new-single-sign-on-method-sso-to-your-existing-account.md): Connect an available Single Sign-On \(SSO\) provider to your account.
- [Custom Single Sign-On \(SSO\) configuration overview](http://help.goformz.com/en/articles/6878883-custom-single-sign-on-sso-configuration-overview.md): Leverage Custom Single Sign-On for your Enterprise account. Here, you’ll find a configuration overview for this feature.

## Templates

- [Templates overview](http://help.goformz.com/en/articles/4593337-templates-overview.md): Templates act as your data collection blueprint.
- [Templates tab navigation](http://help.goformz.com/en/articles/4593222-templates-tab-navigation.md): In the Templates tab you'll access and manage the central information-gathering resource in your account.
- [Build a new Template](http://help.goformz.com/en/articles/4593656-build-a-new-template.md): Build your Template's Form view using your existing digital document to collect the information you need.
- [Template Editor navigation](http://help.goformz.com/en/articles/4593505-template-editor-navigation.md): Build Templates in the Template Editor to collect the information you need from your Form Users.
- [About Form view and List view](http://help.goformz.com/en/articles/2542144-about-form-view-and-list-view.md): Build both Form and List views for your Templates to provide your Form Users with dynamic options when they fill out Forms.
- [Page Editor navigation](http://help.goformz.com/en/articles/4776802-page-editor-navigation.md): In the Template Editor, access the Page Editor. Learn how to navigate the Page Editor's functions, and manage your Template's pages.
- [Page elements overview](http://help.goformz.com/en/articles/8058344-page-elements-overview.md): Manage and map page elements in the Page Editor to customize the appearance of your PDF background.
- [Add and configure a table](http://help.goformz.com/en/articles/4776756-add-and-configure-a-table.md): This article goes over the details of how to add and configure a new table in your Template.
- [Build a List View for your Template](http://help.goformz.com/en/articles/4776794-build-a-list-view-for-your-template.md): Build a List View layout for your Form using the List tab in the Template Editor.
- [Dynamic Field Properties](http://help.goformz.com/en/articles/2542220-dynamic-field-properties.md): The Dynamic Field Properties feature allows you to change certain field properties in response to changing field values.
- [Deleting a Template](http://help.goformz.com/en/articles/4776803-deleting-a-template.md): Templates can be deleted either individually or in bulk. Learn more about deleting Templates here.
- [Duplicate a Template](http://help.goformz.com/en/articles/4593204-duplicate-a-template.md): Create a duplicate of your existing Template.
- [Setting up PDF Export Settings](http://help.goformz.com/en/articles/4776798-setting-up-pdf-export-settings.md): PDF Export Settings let you specify which pages should be printed/saved for different audiences, learn to set them up here.
- [Assign Default Form Names](http://help.goformz.com/en/articles/4776797-assign-default-form-names.md): Automatically apply custom names to your Forms as you receive them when you set up a Default Form Name formula.
- [Introduction to Template Versioning](http://help.goformz.com/en/articles/4878969-introduction-to-template-versioning.md): Template Versioning allows users to have more flexibility when editing a template.
- [Templates FAQ](http://help.goformz.com/en/articles/4593596-templates-faq.md)
- [Filter Form User options based on their Groups](http://help.goformz.com/en/articles/10580433-filter-form-user-options-based-on-their-groups.md): Review this example of how to leverage the Account User List alongside a database field to filter the options available to Form Users.
- [Auto-fill multiple fields with a single field response using a database formula](http://help.goformz.com/en/articles/10580416-auto-fill-multiple-fields-with-a-single-field-response-using-a-database-formula.md): Learn how to use a Form User’s selection in one field to automatically populate multiple fields with your Account User List.
- [Custom Functions overview](http://help.goformz.com/en/articles/11516484-custom-functions-overview.md): Create Template-level Custom Functions to simplify the formula syntax for your formulas.
- [Add fields to your Template using AI](http://help.goformz.com/en/articles/11564539-add-fields-to-your-template-using-ai.md): Your account is equipped with an AI Template builder, which automatically maps fields to your Template.
- [Setting Up Field Validation](http://help.goformz.com/en/articles/15197796-setting-up-field-validation.md)
- [About formulas and GoFormz Assistant](http://help.goformz.com/en/articles/11961088-about-formulas-and-goformz-assistant.md): Write formulas - or generate them using AI - to automatically apply mathematical logic to your Forms as they’re filled out.
- [About GoFormz Assistant](http://help.goformz.com/en/articles/16812004-about-goformz-assistant.md): Chat with GoFormz Assistant — an AI agent built into your account — to build formulas, set up OCR, and more, all using plain English.
- [About Action Buttons](http://help.goformz.com/en/articles/16301075-about-action-buttons.md)
- [Field properties reference](http://help.goformz.com/en/articles/2535218-field-properties-reference.md): Learn about the available fields and their unique properties.
- [Audio field details](http://help.goformz.com/en/articles/9105465-audio-field-details.md)
- [About drop-down fields](http://help.goformz.com/en/articles/4776804-about-drop-down-fields.md): A drop-down field provides Form Users with a menu containing a list of items, from which only one selection can be made.
- [Field Types - Template Builder](http://help.goformz.com/en/articles/4776784-field-types-template-builder.md): This article reviews every field you can add to a Template — from everyday Text Boxes and Drop-downs to specialized fields like Sketches, Barcodes, and E-SIGN compliant eSignatures. Use it to pick ...
- [About Checkbox Group fields](http://help.goformz.com/en/articles/4776805-about-checkbox-group-fields.md)
- [About eSignature](http://help.goformz.com/en/articles/6698526-about-esignature.md): Capture E-SIGN compliant digital signatures from your Form Users with eSignature fields.
- [Use an eSignature field with your Public Forms](http://help.goformz.com/en/articles/6763241-use-an-esignature-field-with-your-public-forms.md): Include an eSignature field on your Public Form to collect a legally binding, E-SIGN compliant signature.
- [About the File Attachment field](http://help.goformz.com/en/articles/6267147-about-the-file-attachment-field.md): Enable your Form Users to include files with their Form submission using the File Attachment field.
- [Using DataSources in a Form Template: Database and Barcode Fields](http://help.goformz.com/en/articles/2542153-using-datasources-in-a-form-template-database-and-barcode-fields.md): Learn how to use DataSources within your form Templates for Database and Barcode Fields.
- [Database field details](http://help.goformz.com/en/articles/9681628-database-field-details.md): Reference DataSources within Templates with database fields to provide your Form Users with selections directly from your existing datasets.
- [Configure Automatic OCR \(beta\) and OCR guidance for fields](http://help.goformz.com/en/articles/14442782-configure-automatic-ocr-beta-and-ocr-guidance-for-fields.md): Admins can control which fields are eligible for Automatic OCR and provide guidance to improve how Automatic OCR places extracted text.

## Forms

- [Creating a New Form from a Template](http://help.goformz.com/en/articles/4593305-creating-a-new-form-from-a-template.md): Read this article to learn how to create a new form from a mobile form Template.
- [Filling out a Form](http://help.goformz.com/en/articles/2542186-filling-out-a-form.md): Learn just how easy it is to fill out a mobile form in the GoFormz web interface and mobile apps here.
- [Forms Tab](http://help.goformz.com/en/articles/2542183-forms-tab.md): The Forms Tab lists the forms that you can access from your account, and allows you to perform a variety of form actions. Learn more here.
- [Web Form Editor navigation](http://help.goformz.com/en/articles/2542177-web-form-editor-navigation.md): Fill out and manage Forms on the web app with the Web Form Editor.
- [Form Basics](http://help.goformz.com/en/articles/2542224-form-basics.md): Explore the key benefits, functionalities, and use cases for mobile forms.
- [Form status overview](http://help.goformz.com/en/articles/2542167-form-status-overview.md): Learn what it means for a Form's status to be either "drafted" or "completed".
- [Transferring Your Form To Another User](http://help.goformz.com/en/articles/2484925-transferring-your-form-to-another-user.md): Learn how to transfer a draft form to another user in your account, or to a predefined group of users.
- [Updating a Form's Template Version](http://help.goformz.com/en/articles/5014902-updating-a-form-s-template-version.md)
- [Field Types - Form User](http://help.goformz.com/en/articles/2542194-field-types-form-user.md): Your account supports a variety of field types, ranging from standard text fields to less traditional ones like sketches, audio, and signatures. This article explains each field you may encounter w...
- [Download, view, and print Form PDFs](http://help.goformz.com/en/articles/2542188-download-view-and-print-form-pdfs.md): View, download, or print PDF versions of your available Forms from the web or mobile app.
- [Browsing, Searching and Filtering Your Forms](http://help.goformz.com/en/articles/2542219-browsing-searching-and-filtering-your-forms.md): GoFormz provides a number of tools to make it easier to find the form that you are looking for.
- [About Form history](http://help.goformz.com/en/articles/4724195-about-form-history.md): Access an audit of the activity for the Forms you can access.
- [Exporting Form Data](http://help.goformz.com/en/articles/2542210-exporting-form-data.md): Export This article details exporting forms in CSV format, which allows access to the raw data in the forms.
- [Tags](http://help.goformz.com/en/articles/2542138-tags.md): Learn to add Tags to your mobile forms to group related forms together, simplifying organization and record-keeping.
- [Adding and Removing Tags](http://help.goformz.com/en/articles/2542175-adding-and-removing-tags.md): Learn to add and remove form Tags here. Tags provide a way to group related forms together, making it easier to organize your forms.
- [Copying a Form](http://help.goformz.com/en/articles/2542181-copying-a-form.md): You can create a copy of your form using either the mobile app, or the Web Form Editor in the web interface. Learn how here.
- [Deleting a Form](http://help.goformz.com/en/articles/2542201-deleting-a-form.md): Learn to delete your forms in the GoFormz mobile app or web interface here.
- [Renaming a Form](http://help.goformz.com/en/articles/2542204-renaming-a-form.md): Learn to change your form’s name in both the mobile app and the form editor in the web interface.
- [Forms FAQ](http://help.goformz.com/en/articles/2542136-forms-faq.md)
- [OCR - Pull text from an image when you fill out a Form](http://help.goformz.com/en/articles/11327520-ocr-pull-text-from-an-image-when-you-fill-out-a-form.md): Securely extract text from within your images while you fill out a Form
- [Public Forms overview](http://help.goformz.com/en/articles/2484932-public-forms-overview.md): Share a link with people outside of your account to collect external Form submissions with Public Forms.
- [Public Forms navigation](http://help.goformz.com/en/articles/8273045-public-forms-navigation.md): On the web app, navigate to the Public Forms tab to view and manage your Public Forms.
- [Create a new Template-based Public Form](http://help.goformz.com/en/articles/8269365-create-a-new-template-based-public-form.md): Learn how to create a Public Form to collect completed Forms from people outside of your account.
- [Modify an existing Template-based Public Form](http://help.goformz.com/en/articles/8269358-modify-an-existing-template-based-public-form.md): Learn how to make changes to your existing Template-based Public Form.
- [Public Form-based automations](http://help.goformz.com/en/articles/8114111-public-form-based-automations.md): Learn about the automation types available to handle your manual Public Form-related tasks.

## Automation

- [Automation In GoFormz](http://help.goformz.com/en/articles/2484903-automation-in-goformz.md): Learn to automate form tasks and configure workflows to streamline data collection, form routing, record-keeping, and more.
- [Automation FAQ](http://help.goformz.com/en/articles/2484922-automation-faq.md): Explore our FAQs for answers to the most common automation questions from GoFormz users.
- [Integrations overview](http://help.goformz.com/en/articles/2542150-integrations-overview.md): Create a digital data management ecosystem when you integrate your account into your tech stack.
- [Workflows overview](http://help.goformz.com/en/articles/3820982-workflows-overview.md): Automate your data management processes with Workflows.
- [Workflows tab navigation](http://help.goformz.com/en/articles/2484915-workflows-tab-navigation.md): Review the details of the Workflows tab, and learn to navigate and manage your Workflows with confidence.
- [App Connections overview](http://help.goformz.com/en/articles/2542170-app-connections-overview.md): Securely connect third-party apps to your account to gain access to natively supported Workflows.
- [Workflow Variables overview](http://help.goformz.com/en/articles/2511675-workflow-variables-overview.md): Incorporate incoming Form data into your business processes upon receipt with Workflow Variables.
- [Set up and manage Workflow recipes](http://help.goformz.com/en/articles/2484908-set-up-and-manage-workflow-recipes.md): Automate data processing when you create and modify Workflow recipes.
- [Workflow Jobs: Troubleshooting workflows](http://help.goformz.com/en/articles/2511667-workflow-jobs-troubleshooting-workflows.md): Learn to view and troubleshoot workflow jobs, and view which workflow jobs triggered when.
- [Workflow Dashboard overview](http://help.goformz.com/en/articles/8558493-workflow-dashboard-overview.md): Explore an overview of your account’s Workflow activity on your Workflow Dashboard.
- [Troubleshooting: Why did my Workflow fail at its Create Public Form step?](http://help.goformz.com/en/articles/8923604-troubleshooting-why-did-my-workflow-fail-at-its-create-public-form-step.md): Learn how to resolve potential failures occurring during your "Create Public Form" Workflow step.
- [Required Fields in Workflow](http://help.goformz.com/en/articles/5735347-required-fields-in-workflow.md): How required fields work in the Workflow tool.
- [Workflow Conditional Logic](http://help.goformz.com/en/articles/5416981-workflow-conditional-logic.md): Workflow conditions allow you to skip certain steps in a workflow or terminate the workflow if conditions are met.
- [Workflow error notifications](http://help.goformz.com/en/articles/5895633-workflow-error-notifications.md): Determine how you'll receive notifications about errors and failures with your Workflows.
- [Workflow folders](http://help.goformz.com/en/articles/7128447-workflow-folders.md): Create and manage Workflow folders to effectively maintain your organization’s Workflows.
- [Workflow Versioning](http://help.goformz.com/en/articles/6093219-workflow-versioning.md): Learn what Workflow Versioning is and how versions of your workflow are saved
- [Automatically Deactivated Workflows](http://help.goformz.com/en/articles/6076059-automatically-deactivated-workflows.md): Learn details around when Workflows are automatically deactivated.
- [GoFormz Actions Overview](http://help.goformz.com/en/articles/6338782-goformz-actions-overview.md): Actions that let you manipulate GoFormz forms without use of any third-party APIs.
- [Custom Workflows Introduction](http://help.goformz.com/en/articles/5481822-custom-workflows-introduction.md): Process your incoming data in a way that best suits you.
- [Workflows and integrations FAQ](http://help.goformz.com/en/articles/5413011-workflows-and-integrations-faq.md): Frequently Asked Questions involving Workflow & Integrations
- [Power Automate](http://help.goformz.com/en/articles/13492339-power-automate.md): With Power Automate you can move data between GoFormz and the other tools you use in your daily work.
- ["Form Completed" trigger details](http://help.goformz.com/en/articles/9827602-form-completed-trigger-details.md): Kickstart your automations whenever somebody completes a Form with the Form Completed trigger.
- [“Public Form submitted” Workflow trigger details](http://help.goformz.com/en/articles/9859391-public-form-submitted-workflow-trigger-details.md): Kick-off your Workflow whenever a Public Form is submitted.
- [“Receives a transferred Form” Workflow trigger details](http://help.goformz.com/en/articles/9917656-receives-a-transferred-form-workflow-trigger-details.md): Include a “Receives a transferred Form" trigger to kick-off your Workflow based on when Forms are transferred to specific users.
- ["Schedule" Workflow trigger details](http://help.goformz.com/en/articles/9859384-schedule-workflow-trigger-details.md): Schedule daily, weekly, or monthly to track changes in Template data when you start your Workflows with the Schedule trigger.
- [“Form deleted” Workflow trigger details](http://help.goformz.com/en/articles/9917645-form-deleted-workflow-trigger-details.md): Keep your data management systems synced with information about your Forms when you set up Workflows with a Form Deleted trigger.
- ["Get Form Images" Workflow action details](http://help.goformz.com/en/articles/8971710-get-form-images-workflow-action-details.md): Collect and dispatch images from your collected Forms when you include a Get Form Images step in your Workflow.
- ["Send Email" Workflow action details](http://help.goformz.com/en/articles/8971740-send-email-workflow-action-details.md)
- ["Export Report to CSV" Workflow action details](http://help.goformz.com/en/articles/8971763-export-report-to-csv-workflow-action-details.md)
- ["Create Form" Workflow action details](http://help.goformz.com/en/articles/8971775-create-form-workflow-action-details.md)
- ["Create Public Form" Workflow action details](http://help.goformz.com/en/articles/8971781-create-public-form-workflow-action-details.md)
- ["Change Form Status" Workflow action details](http://help.goformz.com/en/articles/8971754-change-form-status-workflow-action-details.md)
- ["Get Form File Attachment\(s\)" Workflow action details](http://help.goformz.com/en/articles/8971697-get-form-file-attachment-s-workflow-action-details.md)
- ["Export Form to PDF" Workflow action details](http://help.goformz.com/en/articles/8971657-export-form-to-pdf-workflow-action-details.md)
- [Set up an “Email Completed Form with Additional Attachments” Workflow](http://help.goformz.com/en/articles/7852053-set-up-an-email-completed-form-with-additional-attachments-workflow.md): Set up this Workflow to automatically email a PDF version of your completed Form with additional attachments.
- [Set up an "Email Completed Form" Workflow recipe](http://help.goformz.com/en/articles/5760958-set-up-an-email-completed-form-workflow-recipe.md): Learn how to set up a Workflow that sends out an email - to you, or somebody else - whenever a Form is completed.
- [Set up a “Send an email when a transferred Form is received” Workflow](http://help.goformz.com/en/articles/6957001-set-up-a-send-an-email-when-a-transferred-form-is-received-workflow.md): Trigger an email to send each time a Form is transferred with the “Send an email when a transferred Form is received” Workflow.
- [Set up a "Send an email with a PDF copy of a submitted Public Form" Workflow](http://help.goformz.com/en/articles/6906589-set-up-a-send-an-email-with-a-pdf-copy-of-a-submitted-public-form-workflow.md): Send a PDF copy of your submitted Public Forms with the "Send an email with a PDF copy of a submitted Public Form" Workflow recipe.
- [Set up an "Email Scheduled Report" Workflow recipe](http://help.goformz.com/en/articles/3205887-set-up-an-email-scheduled-report-workflow-recipe.md): The GoFormz scheduling engine lets you schedule a report to run periodically. Learn more about scheduling reports here.
- ["BETA - Transcribe Audio" Workflow action details](http://help.goformz.com/en/articles/16925281-beta-transcribe-audio-workflow-action-details.md): Learn how to convert audio collected in your Forms into text for use in later Workflow steps.
- ["BETA - Translate Text" Workflow action details](http://help.goformz.com/en/articles/16925357-beta-translate-text-workflow-action-details.md): Learn how to translate text from your Forms or preceding Workflow steps into another language.
- [Autodesk Construction Cloud integration overview](http://help.goformz.com/en/articles/5150329-autodesk-construction-cloud-integration-overview.md): Connect your account to an existing Autodesk Construction Cloud account to manage Autodesk objects with your Forms and Form data.
- [Add a new Autodesk Construction Cloud connection](http://help.goformz.com/en/articles/6505612-add-a-new-autodesk-construction-cloud-connection.md): Learn how to connect Autodesk Construction Cloud to your account to automate tasks between the two.
- [Set up an "Autodesk Construction Cloud File Upload" Workflow recipe](http://help.goformz.com/en/articles/6505640-set-up-an-autodesk-construction-cloud-file-upload-workflow-recipe.md): Automate file transfer when you learn how to set up an Upload file to Autodesk Construction Cloud Workflow recipe.
- [Box integration overview](http://help.goformz.com/en/articles/6263789-box-integration-overview.md): Facilitate collaboration using your completed Forms when you leverage the GoFormz-Box integration.
- [Add a new Box connection](http://help.goformz.com/en/articles/6263785-add-a-new-box-connection.md): Add a GoFormz-Box connection to take advantage of the available Box Workflow recipes.
- [Set up an “Upload a Scheduled Report to Box” Workflow recipe](http://help.goformz.com/en/articles/7036473-set-up-an-upload-a-scheduled-report-to-box-workflow-recipe.md): Upload a scheduled report with customized criteria to your connected Box account.
- [Set up a "Box File Upload" Workflow recipe](http://help.goformz.com/en/articles/6263942-set-up-a-box-file-upload-workflow-recipe.md): Leverage your Box connection to upload Form PDFs directly to your Box account upon receipt with the "Box File Upload" Workflow recipe.
- [Set up an “Upload submitted Public Form to Box” Workflow recipe](http://help.goformz.com/en/articles/6906524-set-up-an-upload-submitted-public-form-to-box-workflow-recipe.md): Set up a Workflow recipe to automatically upload a Public Form submission to your connected Box account.
- [Box "Add Custom Metadata” action overview](http://help.goformz.com/en/articles/8174231-box-add-custom-metadata-action-overview.md): Learn about the details you'll configure when setting up your Box "Add Custom Metadata" action.
- [Box "Add Template Metadata" action overview](http://help.goformz.com/en/articles/6263833-box-add-template-metadata-action-overview.md): Mapping Form fields to a file in your Box account by using metadata templates.
- [Set up a “Box File and Template Metadata Upload” Workflow recipe](http://help.goformz.com/en/articles/8174613-set-up-a-box-file-and-template-metadata-upload-workflow-recipe.md): Upload Template metadata and PDF versions of completed Forms to your connected Box account with this recipe.
- [Dropbox Connection Overview](http://help.goformz.com/en/articles/6505703-dropbox-connection-overview.md): Streamline your data collection and routing with the GoFormz-Dropbox connection.
- [Add a new Dropbox connection](http://help.goformz.com/en/articles/6505685-add-a-new-dropbox-connection.md): Add a Dropbox connection to your GoFormz account to take advantage of the available Dropbox Workflows.
- [Dropbox: Upload File Recipe](http://help.goformz.com/en/articles/6505701-dropbox-upload-file-recipe.md): Follow these instructions to set up your Dropbox: Upload File Workflow recipe in the GoFormz web app.
- [Set up an “Upload a Scheduled Report to Dropbox” Workflow recipe](http://help.goformz.com/en/articles/6906459-set-up-an-upload-a-scheduled-report-to-dropbox-workflow-recipe.md): Upload a scheduled report with customized criteria to your connected Dropbox account.
- [Set up an “Upload submitted Public Form to Dropbox” Workflow recipe](http://help.goformz.com/en/articles/6913139-set-up-an-upload-submitted-public-form-to-dropbox-workflow-recipe.md): Set up a Workflow recipe to automatically upload a Public Form submission to your connected Dropbox account.
- [Egnyte integration overview](http://help.goformz.com/en/articles/2542214-egnyte-integration-overview.md): Automate the uploading of your Form PDF's to your connected Egnyte account with the GoFormz-Egnyte integration.
- [Add a new Egnyte connection](http://help.goformz.com/en/articles/6502489-add-a-new-egnyte-connection.md): Add an Egnyte connection to your GoFormz account to take advantage of the available Egnyte Workflows.
- [Set up an "Upload a Scheduled Report to Egnyte" Workflow recipe](http://help.goformz.com/en/articles/6868383-set-up-an-upload-a-scheduled-report-to-egnyte-workflow-recipe.md): Upload a scheduled report with customized criteria to your connected Egnyte account.
- [Set up an “Upload submitted Public Form to Egnyte” Workflow recipe](http://help.goformz.com/en/articles/6888586-set-up-an-upload-submitted-public-form-to-egnyte-workflow-recipe.md): Set up a Workflow recipe to automatically upload a Public Form submission to your connected Egnyte account.
- [Set up an "Upload a file to Egnyte" Workflow recipe](http://help.goformz.com/en/articles/6502566-set-up-an-upload-a-file-to-egnyte-workflow-recipe.md): Upload PDF versions of your completed Forms to Egnyte automatically with the "Upload a File to Egnyte" Workflow recipe.
- [Google Workspace Connection Overview](http://help.goformz.com/en/articles/6338076-google-workspace-connection-overview.md): Simplify record-keeping and improve form accessibility. Our Google Workspace integration includes Google Drive & Google Sheets
- [Add a Google Workspace connection](http://help.goformz.com/en/articles/6314602-add-a-google-workspace-connection.md): Add a Google Workspace connection to your GoFormz account to take advantage of the available Google Workspace Workflows.
- [Google Drive: Upload File Recipe](http://help.goformz.com/en/articles/6314612-google-drive-upload-file-recipe.md)
- [Set up an “Add Form Data to Your Google Sheet” Workflow recipe](http://help.goformz.com/en/articles/6960907-set-up-an-add-form-data-to-your-google-sheet-workflow-recipe.md): Add Form data as a new row at the end of your existing Google Sheet.
- [Set up an “Upload a Scheduled Report to Google Drive” Workflow recipe](http://help.goformz.com/en/articles/6906286-set-up-an-upload-a-scheduled-report-to-google-drive-workflow-recipe.md): Set up a Workflow recipe to automatically upload a scheduled report to your connected Google Drive.
- [Set up an “Upload submitted Public Form to Google Drive” Workflow recipe](http://help.goformz.com/en/articles/6913299-set-up-an-upload-submitted-public-form-to-google-drive-workflow-recipe.md): Set up a Workflow recipe to automatically upload a Public Form submission to your connected Google Drive.
- [Set Up an “Upsert to Google Sheet using a completed Form” Workflow recipe](http://help.goformz.com/en/articles/6958040-set-up-an-upsert-to-google-sheet-using-a-completed-form-workflow-recipe.md): Set up a Workflow to upsert rows to a sheet in your Google Workspace when your Users complete a Form.
- [Google Cloud Storage](http://help.goformz.com/en/articles/5278109-google-cloud-storage.md): The GoFormz-Google Cloud Storage integration automates the process of uploading completed form PDFs to corresponding cloud storage folders.
- [Google BigQuery Integration](http://help.goformz.com/en/articles/5374787-google-bigquery-integration.md): The GoFormz-Google BigQuery Integration allows clients to use Google BigQuery as their "source of truth" for data management.
- [OneDrive integration overview](http://help.goformz.com/en/articles/6292680-onedrive-integration-overview.md): Streamline your data collection and routing with the GoFormz-OneDrive connection.
- [Add a new Microsoft OneDrive connection](http://help.goformz.com/en/articles/6314477-add-a-new-microsoft-onedrive-connection.md): Add a OneDrive connection to your GoFormz account to take advantage of the available Microsoft OneDrive Workflows.
- [OneDrive "Affix Row to Excel Table” action overview](http://help.goformz.com/en/articles/8174704-onedrive-affix-row-to-excel-table-action-overview.md): Learn about the "Affix Row to Excel Table" Workflow action.
- [OneDrive: Upload File Recipe](http://help.goformz.com/en/articles/6314483-onedrive-upload-file-recipe.md): Complete these steps to set up your OneDrive: Upload File Workflow recipe.
- [Set up an "Upload a Scheduled Report to OneDrive" Workflow recipe](http://help.goformz.com/en/articles/7036379-set-up-an-upload-a-scheduled-report-to-onedrive-workflow-recipe.md): Upload a scheduled report with customized criteria to your connected OneDrive account.
- [Set up an “Upload submitted Public Form to OneDrive” Workflow recipe](http://help.goformz.com/en/articles/6909502-set-up-an-upload-submitted-public-form-to-onedrive-workflow-recipe.md): Set up a Workflow recipe to automatically upload a Public Form submission to your connected OneDrive account.
- [Set up an “Affix Form Data to OneDrive” Workflow recipe](http://help.goformz.com/en/articles/8160011-set-up-an-affix-form-data-to-onedrive-workflow-recipe.md): Automatically add a new row to your OneDrive worksheet based on your completed Form with the "Affix Form Data to OneDrive" recipe.
- [Microsoft SharePoint integration overview](http://help.goformz.com/en/articles/5018131-microsoft-sharepoint-integration-overview.md): The GoFormz-SharePoint connection automates the process of dispatching Form data and PDFs to your SharePoint account.
- [Set up your “Upload submitted Public Form to SharePoint” Workflow recipe](http://help.goformz.com/en/articles/9612232-set-up-your-upload-submitted-public-form-to-sharepoint-workflow-recipe.md): Set up a Workflow recipe to automatically upload your submitted Public Forms to your connected SharePoint account.
- [“Upload to SharePoint” action overview](http://help.goformz.com/en/articles/9615750-upload-to-sharepoint-action-overview.md): Add an "Upload to SharePoint" action to your Workflows to collect files, images, and Form PDFs from your user-submitted Forms.
- [“Upsert Row in Excel Table” SharePoint action overview article](http://help.goformz.com/en/articles/9612312-upsert-row-in-excel-table-sharepoint-action-overview-article.md): Review information about how to set up the details of your "Upsert Row in Excel Table" Workflow action.
- [Set up your “SharePoint Upload File” Workflow recipe](http://help.goformz.com/en/articles/9612049-set-up-your-sharepoint-upload-file-workflow-recipe.md): Set up a Workflow recipe to automatically upload your completed Forms to your connected SharePoint account.
- [Set up your “Upsert to SharePoint Using a Completed Form” Workflow recipe](http://help.goformz.com/en/articles/9616021-set-up-your-upsert-to-sharepoint-using-a-completed-form-workflow-recipe.md): Add a row or update an existing row in your Excel table based on a key value.
- [Microsoft SQL Server integration overview](http://help.goformz.com/en/articles/5188689-microsoft-sql-server-integration-overview.md): Integrate your existing Microsoft SQL Server into your account to collect cleaner data and simplify your data management processes.
- [Add a Microsoft SQL Server connection](http://help.goformz.com/en/articles/6479874-add-a-microsoft-sql-server-connection.md): Learn how to connect to your existing Microsoft SQL Server account.
- [Microsoft SQL Server Upsert Row Workflow action details](http://help.goformz.com/en/articles/12243077-microsoft-sql-server-upsert-row-workflow-action-details.md): Leverage the SQL Server: Upsert Row Workflow step to use a key value to add a new row - or update an existing row - in your SQL Server.
- ["Upsert row to SQL Server" Workflow recipe](http://help.goformz.com/en/articles/12244499-upsert-row-to-sql-server-workflow-recipe.md): Learn how to set up your Microsoft SQL Server: Upsert Row Workflow recipe.
- [monday.com connection overview](http://help.goformz.com/en/articles/12834422-monday-com-connection-overview.md): Learn how the monday.com connection establishes a relationship between your Forms and your monday.com boards.
- [Add a monday.com connection](http://help.goformz.com/en/articles/12834364-add-a-monday-com-connection.md): Learn how to connect to your existing monday.com account to take advantage of the available monday.com app connection Workflow actions and recipes.
- ["Create monday.com board item" Workflow recipe](http://help.goformz.com/en/articles/12834272-create-monday-com-board-item-workflow-recipe.md): Learn how to use completed Forms to create and populate new monday.com board items, and send Form PDFs to your board.
- [Smartsheet integration overview](http://help.goformz.com/en/articles/5278219-smartsheet-integration-overview.md): Use the GoFormz-Smartsheet integration to centralize project data collection and management, and to help process accurate data.
- [Add a new Smartsheet connection](http://help.goformz.com/en/articles/8689008-add-a-new-smartsheet-connection.md): Connect your existing Smartsheet account to your GoFormz account to take advantage of the available automations.
- [Smartsheet "Add Row to Sheet” action overview](http://help.goformz.com/en/articles/8174183-smartsheet-add-row-to-sheet-action-overview.md): Add your Form data as a new row at the end of your Smartsheet sheet as you receive it with the Smartsheet "Add Row to Sheet" action.
- [Smartsheet "Upsert Row to Sheet” action overview](http://help.goformz.com/en/articles/8174115-smartsheet-upsert-row-to-sheet-action-overview.md): Send your Form data to Smartsheet and add it as a new row - or use it to update an existing row - with the "Upsert Row to Sheet" action.
- [Smartsheet "Upload Attachment to Row" action overview](http://help.goformz.com/en/articles/8168172-smartsheet-upload-attachment-to-row-action-overview.md): Deliver a PDF version of your completed Form and Form images to your Smartsheet row with the "Upload Attachment to Row" Smartsheet action.
- [Set up your “Add Form Data to Your Smartsheet” Workflow recipe](http://help.goformz.com/en/articles/8168173-set-up-your-add-form-data-to-your-smartsheet-workflow-recipe.md): Transmit Form data to your connected Smartsheet sheet with the "Add Form Data to your Smartsheet" Workflow recipe.
- [Set up your “Add Form Data and Upload Form to Smartsheet” Workflow recipe](http://help.goformz.com/en/articles/8167339-set-up-your-add-form-data-and-upload-form-to-smartsheet-workflow-recipe.md): With this recipe, you can add transmitted Form data to your connected Smartsheet - along with the Form PDF.
- [Set up an “Upsert to Smartsheet Using a Completed Form” Workflow recipe](http://help.goformz.com/en/articles/8167095-set-up-an-upsert-to-smartsheet-using-a-completed-form-workflow-recipe.md): Update or add rows in your Smartsheet sheet using data from your completed Forms.
- [Set up an “Upsert Form Data and Upload Form to Smartsheet” Workflow recipe](http://help.goformz.com/en/articles/8166731-set-up-an-upsert-form-data-and-upload-form-to-smartsheet-workflow-recipe.md): Update or add rows to your Smartsheet sheet using data from completed Forms.
- [Twilio integration overview](http://help.goformz.com/en/articles/6283047-twilio-integration-overview.md): Share form links or send form data via SMS with the GoFormz-Twilio connection.
- [Add a new Twilio connection](http://help.goformz.com/en/articles/5705221-add-a-new-twilio-connection.md): Add a Twilio connection to your GoFormz account on the GoFormz web app.
- [Set up a “Send a text message using your Twilio account” Workflow recipe](http://help.goformz.com/en/articles/6980971-set-up-a-send-a-text-message-using-your-twilio-account-workflow-recipe.md): Send a text message based on your completed Form with the Twilio Workflow.
- [Add a new Quickbooks connection](http://help.goformz.com/en/articles/6502460-add-a-new-quickbooks-connection.md): Update Quickbook objects, move Form data to QBO records, and keep DataSources up to date with the GoFormz-Quickbook connection.
- [Procore integration overview](http://help.goformz.com/en/articles/5201663-procore-integration-overview.md): Set up a GoFormz-Procore integration to automatically move data between your digital documents and Procore projects.
- [Template Events overview](http://help.goformz.com/en/articles/3525301-template-events-overview.md): Set up Template-based automations that trigger when users complete designated actions with Template Events.
- [Set up automatic email notifications at the Template level](http://help.goformz.com/en/articles/2508641-set-up-automatic-email-notifications-at-the-template-level.md)
- [Automating Form Transfer to Another User](http://help.goformz.com/en/articles/2508629-automating-form-transfer-to-another-user.md): GoFormz Template Events provide an easy way to transfer a form to another user automatically based on triggers like form completion.
- [Auto Tagging Forms](http://help.goformz.com/en/articles/2511633-auto-tagging-forms.md): GoFormz Template Events provide a way to associate tags with your Forms automatically, rather than tagging each Form individually.
- [Template Variables](http://help.goformz.com/en/articles/2484917-template-variables.md): Learn to use Template Variables in Template Events and account-level email notifications.
- [Template Events navigation](http://help.goformz.com/en/articles/8545822-template-events-navigation.md): Automate the email, transfer, and tagging of your Form with Template Events.

## Partners & 3rd Party Integ...

- [Azure Blob Storage Integration](http://help.goformz.com/en/articles/5389960-azure-blob-storage-integration.md): Automate uploading PDFs to the appropriate folders in your Azure Blob Storage account
- [Dynamics 365 Integration](http://help.goformz.com/en/articles/5368933-dynamics-365-integration.md): Effortlessly streamline data capture, processing, and record-keeping
- [Salesforce integration overview](http://help.goformz.com/en/articles/5328218-salesforce-integration-overview.md): Streamline data capture, processing, and record-keeping with the GoFormz-Salesforce integration
- [Snowflake Integration](http://help.goformz.com/en/articles/5318210-snowflake-integration.md): The GoFormz-Snowflake Integration allows clients to use Snowflake as their "source of truth" for data management.
- [Custom actions and deep links overview](http://help.goformz.com/en/articles/3386744-custom-actions-and-deep-links-overview.md): Add third-party functionality for your Form Users when you leverage custom actions and deep links.
- [Zapier Integration](http://help.goformz.com/en/articles/2542203-zapier-integration.md): With Zapier you can move data between GoFormz and the other tools you use in your daily work, like Salesforce, QuickBooks, and more.

## Mobile App

- [Mobile app overview](http://help.goformz.com/en/articles/2542209-mobile-app-overview.md): Review the mobile system requirements and learn about what you can expect when using the mobile app.
- [Mobile app FAQ](http://help.goformz.com/en/articles/2542156-mobile-app-faq.md): Explore our FAQ for answers to the most common mobile app questions from GoFormz users.
- [Mobile app navigation](http://help.goformz.com/en/articles/7981007-mobile-app-navigation.md): Learn how to navigate the GoFormz mobile app to complete tasks with confidence and access Templates and Forms from your device.
- [Fill out Forms with AI Voice Fill](http://help.goformz.com/en/articles/16948593-fill-out-forms-with-ai-voice-fill.md): Use your voice to quickly propose values for multiple fields at once in the GoFormz mobile app.

## Reports

- [Reports overview](http://help.goformz.com/en/articles/3220030-reports-overview.md): Set up reports to determine how you can make more of the information you're collecting with your Forms.
- [Reports navigation](http://help.goformz.com/en/articles/3205440-reports-navigation.md): Track changes across your Form activity, and dispatch data between systems like Power BI and Snowflake with reports.
- [Creating a New Report](http://help.goformz.com/en/articles/3205453-creating-a-new-report.md): Generate custom reports based on your transmitted Form data using GoFormz Reports.
- [Create and manage reports](http://help.goformz.com/en/articles/3205708-create-and-manage-reports.md): The Report Designer is the main interface for designing and editing reports.
- [Export your GoFormz report data](http://help.goformz.com/en/articles/8102867-export-your-goformz-report-data.md)
- [Table fields and reports](http://help.goformz.com/en/articles/9916808-table-fields-and-reports.md): Understand why you're finding uncommon formatting in your reports for Templates that include table fields.
- [Reports FAQ](http://help.goformz.com/en/articles/2542182-reports-faq.md): Explore our FAQ for answers to the most common reports questions from GoFormz users.

## Calculations

- [Writing a Calculation](http://help.goformz.com/en/articles/4945369-writing-a-calculation.md): There are two basic formats in which you will follow, depending upon whether you are referencing a table field or an independent field.
- [Calculations - Overview](http://help.goformz.com/en/articles/2542135-calculations-overview.md): Calculated Fields provide anything from simple addition or multiplication to complex conditional logic right in your form.
- [Using the Calculation Builder](http://help.goformz.com/en/articles/4945293-using-the-calculation-builder.md): The Calculation Builder provides template builders with an intuitive approach to adding calculations to their fields.

## DataSources

- [DataSources overview](http://help.goformz.com/en/articles/2542133-datasources-overview.md): Learn how DataSources leverage your existing datasets to reference collections of interrelated information within your Templates.
- [DataSources navigation](http://help.goformz.com/en/articles/2542141-datasources-navigation.md): Manage your DataSources on the web app to reference your existing datasets on your Forms and Templates.
- [Creating a DataSource](http://help.goformz.com/en/articles/2745722-creating-a-datasource.md): Learn to create a new DataSource with these easy steps and best practices.
- [Manage your DataSources](http://help.goformz.com/en/articles/2746162-manage-your-datasources.md): Learn how to assign indexing, manage your DataSource records, or export a CSV of your DataSource.
- [Export your DataSource data](http://help.goformz.com/en/articles/8102661-export-your-datasource-data.md): Download your DataSource data as a CSV file to view or manage it in Microsoft Excel or Google Sheets.

## API & Developer Hub

- [API Developer Hub](http://help.goformz.com/en/articles/2542148-api-developer-hub.md): Learn more about using the GoFormz RESTful web API and Developer Hub to manage your DataSources, Forms, and Templates.
- [Common GoFormz API integration patterns](http://help.goformz.com/en/articles/8160813-common-goformz-api-integration-patterns.md)
- [Retrieve completed Form data via API](http://help.goformz.com/en/articles/8160837-retrieve-completed-form-data-via-api.md)
- [Pre-fill Forms based on a backend system event](http://help.goformz.com/en/articles/8160843-pre-fill-forms-based-on-a-backend-system-event.md)
- [Automatically update DataSources using API](http://help.goformz.com/en/articles/8160841-automatically-update-datasources-using-api.md)