User Manual

Add Participants
  Users are added to a form as Participants to grant access to and allow them to interact with that form. To add a user to a form, you must fir...
Wed, 24 Feb, 2016 at 8:18 PM
Filter on Fields in Table
 Filter by the fields included in a table field by editing a view. Then Add a filter. Choose the table field that you want to filt...
Wed, 24 Feb, 2016 at 8:55 PM
Process Archive
When a new Process is added, its initial state is referred to as Unarchived. In an Unarchived state, users whose Role or Staff Group have permission can use...
Wed, 27 Apr, 2016 at 11:57 AM
Process Remove
 For whatever reason you may have for removing a Process, you can do so by clicking Remove.  However, you will not be able to remove a Process if...
Wed, 27 Apr, 2016 at 12:04 PM
Import Process Template
To import a process template you must first download a process template.  To download a process template navigate to Setup. Choose th...
Fri, 29 Apr, 2016 at 2:16 PM
Watching
  Email notification can be configured so: none, owners, or all participants of a form are automatically Watching a form. Depending on the setup,...
Tue, 23 Aug, 2016 at 12:48 PM
Notify
Use Notify to manually send an email notification to one, some, or all participants of a form. For example, use Notify if you have made an edit to a...
Tue, 23 Aug, 2016 at 2:06 PM
Tracking Meeting Attendance
When hosting a meeting, traditionally meeting attendance has been recorded by using an attendance sheet that all attendees sign. With the introduction o...
Fri, 18 Nov, 2016 at 2:15 PM
Grant Temporary Access
Granting temporary access will allow a software administrator to logon as you for troubleshooting purpose.  The administrator will see what you see and hist...
Tue, 3 Jan, 2017 at 9:43 AM
View Download
 Any time you're in a view in RPM, you'll see a Download button on the right side of the toolbar. This button will generate a .xlsx file that you ...
Thu, 16 Feb, 2017 at 4:03 PM