Sign Indiana Banking Emergency Contact Form Mobile

Industry sign banking indiana emergency contact form mobile

all right hi everyone my name is Trenton and I'll be hosting today's creating your first mobile Forms webinar if at any point during the webinar today you have any questions at all go ahead and enter them into the chat box there on the right hand side be sure to answer them at the end of the presentation today so let's jump right in so today we will be walking through how to get started with the go forms platform and here's everything we'll be covering we're going to start with the benefits of mobile phones and digital data capture how to actually upload your paper forms into our system how to take that paper form and make it a digital dynamic form in the go forms template editor the types of fields you can add to your template and how they can be customized to fit your business's workflow how to configure your forms list view and add basic automatic form tasks an overview of the go forms application itself and how to actually fill out and complete your now digital form as well as we'll take a quick review of additional go forms features your team can leverage to take full advantage of that capture data including reports and integrations and then finally we'll wrap today up with a quick Q&A so let's get started so paper forms and manual data capture result in a variety of problems from ineligible handwriting damaged forms to processing delays and costly inaccuracies so relying on these paper forms to capture critical information is challenging frustrating and detrimental for your team with go forms you can remove each of these obstacles and significantly improve the quality of your captured data and it all starts with these mobile forms and they can be filled out on phones tablets and even your laptops so before we dive into digitizing the forms themselves let's discuss the main benefits of using mobile forms rather than those traditional paper forms to capture data while you're out in the field so mobile forms increased professionalism and improve communication across your organization they also result in more accurate thorough data in Kahn quietly more useful business insights you can also expedite the axis of this captured data via real-time data and automatic form routing and you can allow for the collection of new data types that weren't available previously like images sketches maps GPS coordinates and so much more these forms can also be utilized anywhere anytime and even offline what makes NGO forum so powerful is ability to digitize your existing paper forms for use on digital devices this drastically simplifies onboarding for your team by allowing users to work within an interface that we recognize with all the advantages of going digital so let's get started by digitizing your first mobile form so I'm gonna hop over to actually my web browser here and I actually am going to go to my dashboard so to get started we're gonna first login which I've already done and then this is our homepage here so we'll start on uploading our own form by clicking this little button here on the right hand side a pop-up window will appear and we're actually going to be prompted to upload a JPEG or a PDF to my account for this example I'm going to select a work order that I've actually already saved on my desktop here so once I open this up it's going to load it and make a copy actually in my database and then once I get a green checkmark and name this something unique so I'm gonna say this is the webinar work order number three I'm gonna create this and then now I'm actually going to get dropped into my template editor so our newly digital form will upload into this template editor and you'll see the form flanked by two different sections our available template fields on the left hand side and on the right hand side is the property section the template field sections displays that each of the available fields we can drag on to your uploaded form this includes text fields number fields drop-down menus images GPS signatures and so many more so let's start by dragging a couple tax fields on to our now orders form name field and I can actually size it to actually the specific area just by hovering over those preparation lines and dragging it over here to the right-hand side so let's not waste any time and I'm gonna hop over to one that I've actually already built out in this other tab here so we can kind of get to the good stuff so now that we've actually added our field so this forms we can start to customize them to help guide our data capture and create a more intuitive experience we're guys out in the field so let's scroll down here and actually select our signature field here on the right hand side so you can see as I make this selection all of these properties on the right hand side now appear so I'm gonna name this field the approver signature delete this little hash mark day on the right hand side and if I scroll down here to the bottom I can actually now make this field required here and so this essentially makes my technician out in the field requires them to actually fill out this signature field as are out in the field so this form won't be able to send back into the office until these fields are filled out so this can be applied to just about any field on your forms and really helps reinforce the capture of critical data as your team's out there this functionality can be also made dynamic for example the signature field can be configured to only be required if a user input specific data or selects a specific checkbox pretty cool huh so a few other modifications you can make in the property section include making a field of visible or hidden based on entered data pre-populating corresponding fields with fields database information answered or selected data in the backend you can also add instant calculation functionalities the total fields and much more and changing the background color of a field based on form data in another sale so now that we've configured a couple of the field properties within our signature field let's hop over to our list view and our list view is actually going to be a small screen optimized at like viewing mode of your mobile form you can easily between your traditional form view and list view from this menu bar here on the left hand side and in the go forms out so this view makes it easy to fill out your forms on any type of device your team may be using so configuring your list view is also a very simple process I can just tap on this list view icon here in by adding a tab by clicking on this button right here I can then create a section and coming to the template fields these are all of the fields that we've actually just dragged on to our form view that I just showed you so by just easily clicking and dragging to this section I can easily start including those so since we're kind of in a pinch here I'm also going to use this auto build feature that actually references all of the fields that I actually have on my form based on the specific pages that I actually have available so once we can organize all these different tabs and sections to give your user a more intuitive data entry experience let's hop over to our form view again and we'll give the original view of this document so now that we've built out our form view and arles view let's jump over to show you how we can add some basic automatic form actions and by selecting the manage events button on the upper right hand side corner of the template editor we can easily load and access our manage events window and so I'm just going to say I want to leave there here we can enable certain actions to automatically occur based on specific triggers in my account for this example let's imagine our technician needs a copy of this completed form to be automatically emailed to their customer we can make this happen by adding a trigger here and dictating for that when anybody completes a form I can actually reference the customer emails that we actually add it to this template here so by using square brackets I can type in the customers email and now what you're essentially telling the go form system is that hey whenever I capture a customer signature field on my form I want to send them an automatic email and I can include this work order actually has a PDF by checking that box down the bottom also you can include a little edit of maybe the information that you're capturing on the work order in this rich text editor here and this will be automatically emailed out to the customer something needs a backtrack on any work that your team is doing and this is really just one example of how to manage events windows can help your team work more efficiently you can also automatically add tags transfer form drafts and upload them to box and so many more with go forms as workflow available other advanced here higher you can further streamline your forms delivery and processing by instantly routing forms and documents to key collaborators reports and integrated applications but we'll get also that good stuff later today so alright now that we actually configured our mobile form template let's click Save and head over to our go forms app to fill out actually our first mobile form so I've already logged into my go forms app here and you can see this is going to be the kind of start page that your team will see so we'll get to know each tab in this menu bar and walk through each step here so in the new tab you can see that all of the recent templates that I've actually use are flanked here on the top hand side and then actually all the folders that I've created for my account are down here as well as my ungroup templates down here at the bottom in the recent tab we can see all of our recently used templates as well as our recently completed forms all of our completed forms are going to be flanked by that green check mark there on the left hand side as well as our forms that are still in draft follow they're on the bottom we can also see our collection of progress forms in our forms tab so by clicking on the forms tab here I also give all of the forms that I've ever submitted in this tab and then I can also filter by the drafts and also the completed and even if I'm in a specific group I can see the forms that are shared to my group and actually take ownership of a specific form so finally in the settings tab this is where we can sync our apps to the go forms account assuring we have the most up-to-date for of all of the data on the backend and here we can also modify our account details and log out of microforms account alright let's move on to start filling out or recently digitized form so I'm gonna go back to new scroll up here to the top and actually select the work order so for this webinar we're gonna utilize actually my keyboard so by tapping on a field I can easily include information or I can also use a little microphone down there on the bottom left hand side and use my speech to text functionality so further streamlined the data that you're collecting another awesome efficiency feature that you can utilize is the auto population using the database running actually in the background of this form so by clicking on the company's name I've actually pre-loaded customers that we've worked with and based on a specific selection that I make I can have the contact name address city state and email just all get filled in for me that's pretty cool stuff Wow alright so moving on next we're gonna utilize the tables to quickly complete foreign line items by including automatic calculations within our form templates you can instantly inaccurately calculate totals meaning no more manual maths for your team out in the field so this is gonna be an example of a drop-down list that I have and being able to specifically select a services that we can provide and your technician can dictate the number of hours that are provided and also the rate then you can see down here in the total it's gonna bring down this for me right there a little bit difference in a material section here you can actually have a price associated with it based on a specific selection and maybe I want to include a 5 for the quantity 4 again to show you visually that the math is done automatically for you so with the image fields we can also utilize the devices native camera to capture project images in easily highlight key details for an example I'm just gonna upload an image actually from right outside of our office where we're doing this demonstration today and so I can include that here and then by clicking on the box the little pencil feature we can also include maybe we want to point out a specific problem maybe we want to highlight things with the marker here and then as soon as I hit done this image is then saved to my form and will be saved and processed and sent over to the necessary people so really before we move on to actually back to the PowerPoint I want to show you what our list view looks like so you can easily see on the bottom left hand side of this screen it's gonna give me a more apt like index of all of the fields that we just captured on our form view so it's you can easily toggle between the one or the other it's really whatever your user wants to feel familiar with and comfortable using that's what we're here for so let's jump back to the form view and I'm actually just going to put in some data like the date field of course it's the 29th today of October and I'm gonna give you guys my lovely signature there and then here I'm actually gonna say that John is my customer he's gonna sign off for me again he's gonna sign off for me today but before I complete this it's going to show me a little window here by clicking on the complete button that I actually need the approvers signature so this form can't be sent out to my team or to the customer without getting that approve their signature so again it's a way to reinforce the way that this data is collected each and every time so I'm gonna go in here and say this is John's signature today and then once I hit complete all of this information is saved onto this PDF and now it's sent back into my account and sent off to the customers email that we've actually captured right there at cool cars underscore into it okay now that we've mastered the ago forms app let's check out how we can make our mobile forms and digital workflows even better so using go forms as workflow comet events like form completion can trigger actions like automatic emails or uploading included forms and captured images to connect with cloud application and so much more you can also use go forms as workflows to schedule reports across multiple mobile form templates this means that you can schedule over or to instantly deliver to your inbox or connected apps including data from multiple work orders that your team may have and so much more your mobile forms in go phones account can easily be integrated together with your other business applications like box Salesforce smartsheet Google Drive pro core plan grid Ben 360 and so many more by connecting your accounts your other critical platforms completed forms and collective data can be easily instantly uploaded to your other systems of record and data can be even push back into go forms as mobile forms for example your forms will be instantly dispatched to field teams prefilled with pro quartz data so all right you know that's gonna be it for me to take folks but I'd like to open up this time to Q&A and answer some of the questions that we've actually got throughout the presentation today all right so it looks like we have a couple questions today it looks like we have one from Mike and he asks can you demonstrate how to link a customer's database for use you know that's a great question Mike what we would do is actually upload a CSV file of your customer database into the background of the form this is definitely something that you and I can work together with because it is gonna be a little bit more of a customized bill for you but I'll give you my personal information right after this call and then I'll help you walk you through that process looks like we have a another one from Alex how do these forms work in locations with no connectivity you know that's a great question Alex thank you go forms are some of biggest wins is the ability to work in an ffline capacity so no matter if you don't have self-service or Wi-Fi you can still capture the data on these go forms mobile forms and then they'll be put into a queue that when you do get hooked up back into you know range all of this information will then be synced with your account and the customers will receive the data that they maybe have on their forms so we do have another question looks like from Trevor asked just go for and provide any support for template building you know that's an awesome question Trevor yes we actually have a dedicated team our support team that can help with any questions whether it be database public forms or even template questions to get those calculations up and running but also we do have a dedicated professional services team that can jump on a call with you learn what your workflows look like and actually build out their template for you so we can always schedule a call later after this Tulloch there any questions that you might have and then it looks like the last question comes from Dan and dad asks can this data be exported out as a CSV file and you know that's another great question then thank you go forms as data can be easily exported out as a CSV file and this can even be able to automatically run maybe every day every Friday or maybe every month as you need it so we can always again walk to that at a later time as well but if you have any questions at all please don't hesitate to reach out to myself directly at T Polanco echo forms comm my direct office line is eight five eight nine two six seventy six eighty six and I really wanted to thank you guys for joining us today if you have any questions we have a ton of excellent getting started resources and customer use cases on our website so don't hesitate to reach out to go forms comm but I'll be emailing each one of you recording of today's webinar so please keep an eye out for that but thank you so much for joining us today and you have a great Tuesday Cheers