# 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 SMTP Email Server](http://help.goformz.com/en/articles/2542163-setting-up-a-custom-smtp-email-server.md): With GoFormz, set up your own SMTP email server for outgoing notification emails, which are typically sent via 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) ## 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) ## 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 ## 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. - [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. ## 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)