GoFormz 101

GoFormz 101 FAQ's

Last Updated: Jul 08, 2016 12:24PM PDT
 
Q: What’s the difference between a Template and a Form?
 

A: A template is a master version of a mobile form in GoFormz. Templates are setup once, then can be reused in your account as many times as needed to complete forms which can be printed, shared or archived. Forms are the documents generated after filling out a template with your specific data.


Q: Can I complete a form from my desktop computer?
 

A: Yes. GoFormz is a mobile first solution, but not mobile only. This means our software works on a variety of devices, including desktop and laptop computers. Using the GoFormz Web Editor, you can start, edit or complete any form in your account from a desktop using a standard web browser.


To access the GoFormz Web Editor, you can use any of the following options:
  • Navigate to www.goformz.com/editor
  • From the Forms tab in your web account select any form
  • From the Templates tab in your web account select ‘New Form’ from the ‘Actions’ menu

Q: Where can I find copies of my completed forms?
 

A: From your web account, completed forms are stored in the Forms section and can be accessed at any time assuming you have access rights to do so.


From your mobile device, completed forms are stored in the Forms tab for 7 days from the date they are completed. After 7 days, completed forms will be automatically be archived in your account via the web and will remain there indefinitely.
Q: How much does GoFormz cost?
 

A: GoFormz pricing information can be found here.


Q: What is GoFormz and why is it different?
 

A: GoFormz is a mobile forms and reporting solution that organizations and individuals use to replace their paper forms.  We differentiate ourselves from other paperless solutions by not just stopping at digitizing forms, but by helping users enhance their existing forms in order to collect better data.  By adding images, GPS coordinates, calculated fields, etc., we use technology to provide capabilities that were not possible in a paper environment.

 
Once data is captured, users can utilize our reporting tool to run comprehensive reports or leverage our API to integrate with backend systems like Box, SalesForce and QuickBase.
Q: What type of data can I report on in my account?
 

A: Because GoFormz tracks every piece of data captured in your account, GoFormz Reports will allow you to report on all your data and display it exactly how you would like to see it.  So no matter if you are tracking time, pricing, regulatory data, or something completely different, you can create the report that will work best for you and your business right from the management console.


Q: Does the mobile app work offline without a data connection?
 

A: Yes, the GoFormz mobile app will work whether your device has a current data connection or not.  As long as you can periodically connect to the internet to get updates and upload forms, you’re free to move in and out of coverage as needed.


Q: Where can I get the GoFormz app for my device?
 

A: You can download the mobile app here.


Q: Where can I learn more about the mobile app?
 

A: You can find more information about the mobile app here: (link to the Mobile App topic)


Q: What types of mobile devices does GoFormz work with?
 

A: GoFormz works with a variety of iOS and Android mobile devices using our native app for either platform. Because of the large number of device options available for purchase, it is impossible for us to test every device GoFormz may work with.  However we will continue to test and verify operability with a number of newer models as they are released and will provide that information here.


Please note that if a device is not on this list it does not mean that GoFormz is not compatible, it only means that we have not tested that specific device.  We always recommend that end-user testing is performed in your environment when possible, whether your device is listed below or not.
 
iOS 
 
iOS 6+ supported; iOS 8+ recommended

Recommended iOS Phones
  • iPhone 5/5S
  • iPhone 6/6 Plus
  • iPhone 6S/6S Plus
  • iPhone SE
  • iPod Touch 5/6
Recommended iOS Tablets
  • iPad 2/3/4
  • iPad Air 1/2
  • iPad Mini 1/2/3/4
  • iPad Pro
Android

Android 4.1+ supported; Android 5.0+ recommended

Recommended Android Phones
  • Nexus 6P/5X/6
  • Samsung Galaxy S6/S7
  • Samsung Galaxy S6/S7 edge
  • Samsung Galaxy Note 4/5
  • Huawei P9
  • HTC 10
  • OnePlus 2/3
  • LG V10/G5
Recommended Android Tablets
  • Samsung Galaxy Tab S2 8.0/9.7
  • Nvidia Shield Tablet K1
  • Google Nexus 9
  • Asus ZenPad S 8.0
  • Google Pixel C
  • Dell Venue 10 7000
  • Nexus 7 (2013)

Q: How much storage do I get with my account?
 
  • Basic Edition- 250MB for the account.
  • Team Edition- 1GB of storage for the account, with an additional 250MB per user.
  • Advanced Edition - 5GB of storage for the account, with an additional 500MB per user.
  • Premier Edition - 20GB of storage for the account, with an additional 500MB per user in the account.

Q: How many forms can I store within my GoFormz account?
 

A: There is no limit to the number of forms that can be stored in an account as storage can be increased to accommodate additional forms as needed.


Q: What information is stored within GoFormz?
 

A: Every piece of data you capture from a mobile device or desktop PC is stored within your GoFormz account.  Whether it be a selection from a drop down list, an image, a part number chosen from a database or a signature, all data is stored and secured within your GoFormz account and is accessible to you 24/7.


Q: How secure is my data in GoFormz?
 

A: GoFormz is committed to the security and privacy of your data. We take this responsibility seriously and utilize the best tools and engineering practices to keep your data safe.

GoFormz is powered by Microsoft Azure, which has established itself as an industry leader in cloud storage solutions and security. In addition, GoFormz utilizes the latest version of Transport Security Layer (TLS) to encrypt all data in and out of the data center.

Strong, industry standard encryption of data-at-rest is available, as well as integration with your SAML 2 compatible provider for identity management.


Q: How do I sync data from my device to my GoFormz account online?
 

A: All data captured on your mobile device will automatically synchronize with your online account whenever you have strong data connection and the app is either open or running in the background.  If needed, you can also perform a manual sync at any time by selecting the ‘Sync’ button found in the main menu of the mobile app.


Q: How can I ensure all devices in my account are always synchronized and have the most up-to-date data?
 

A: As long as your mobile device has a solid data connection and the app is either open or running in the background, all forms and templates will automatically synchronize between your web account and your mobile devices.  However with any new template added, the background will need be downloaded to the device before Form View can be used.  This download is done by simply tapping on the template icon.  Once downloaded, the background will remain on the device and available both on and offline until the user logs out of their GoFormz account.  Once logged out, all backgrounds will need to be re-downloaded to be available.


Q: How do I reset my password?
 

A: There are three ways to reset your GoFormz password.

  1. From your web account, select your name in the top right corner, and then Users/Groups.  Select your user ID, then enter the new password in the space provided.  This method assumes you have admin permissions and can access Users/Groups as a selection under your name.  If not you will need to contact your account administrator for assistance.
  2. From your mobile device, if you are not logged in and do not know your password, you can choose the link for ‘Forgot your password?’ right from the home screen within in the mobile app and instructions will be emailed to you.
  3. If you know your current password and would like to change it to something different, you can do so from your web account using the directions listed above. To change from the mobile app choose ‘Settings’ from the main menu and then ‘Change Password’.  From there you will be prompted to enter your specific details.

Q: Do I need to install anything on my computer to use the GoFormz management console?
 

A: No.  The GoFormz management console is delivered as Software as a Service (SaaS) which means there is nothing to install.  As long as you have a standard web browser and access to the Internet, you will have access to GoFormz.


Q: What kinds of things can I do in the management console?
 

A: While the mobile app is intended for end-users to capture data on a mobile device, the management console is designed for use on a PC and is used to manage the various resources in your account such as templates, users/groups, workflow, reports, etc.

  
 
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