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Showing posts from September, 2018

Keep Track of your Forms

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As more and more clients are using our forms to get summaries, contracts with staffers, collect images, etc it becomes more and more of an effort to insure compliance.

We have installed a new report for all Vendors and Agencies that will keep track of all your outgoing forms and allow you to follow up on those that have not been completed.

Just select the form you are after, what date range you are looking for (including upcoming events) and sort.

As with all reports, you can customize the report and have it automatically sent to you on whatever schedule you choose.  We recommend setting it up so that you look at all incomplete forms for events starting next week and have that emailed to you every monday or so. 

Don't forget, we can also collect signatures on documents!

Schedule Template Maintenance!

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Ok,  you have been asking for awhile now.  Finally we have the ability to delete and edit the names of your schedule templates.  You can find it under profile -> Schedule Templates.  Give it a whirl!