First you need to sign-up for our free trial. There is no obligation — you don't even have to enter credit card information. You get full access to GoCanvas to evaluate it for your business.
Here are some key terms to help you understand GoCanvas:
- GoCanvas Forms: These are the individual mobile forms that you will fill out on your mobile devices.
- Submission: When you fill out a GoCanvas form, we call it a submission. The data is uploaded to your portal where you can find it, search it, share it, and export it.
- PDF: You probably know what a PDF Is. Any submission you make with GoCanvas can be emailed immediately (if you want). It is delivered to your recipients as a PDF document.
Step 1: Install GoCanvas
The very first email you get from us gives you a link to click to install the GoCanvas application on your mobile device. Open that email on your phone or tablet, click the link, and you'll be automatically taken to the right place to download GoCanvas.
Here it is!
Step 2: Fill out a Form
Once installed, login and fill out any of the GoCanvas forms you see in your account. It doesn't matter which one you pick for right now. Just go through one quickly and fill out enough of it so you can get a feel for how it works.
You will have different GoCanvas forms in your account, but just pick one to fill out so you can see how this all works.
Step 3: Activate your account
If you installed GoCanvas by clicking the link from our original email then you're all set.
If you didn't do that yet, then go do it now. That will activate your account.
Need help? Create a ticket and we'll activate for you.
Step 4: Edit a Form (or build one from scratch)
All GoCanvas forms can be customized. You can create as many as you need for your business. Our hope is that you replace all of your messy, illegible, slow paper forms with a GoCanvas form.
With this tool, you will create the form that your mobile user fills out on their phone or tablet. Drag and drop your way to creating your own customized mobile forms for your team to fill out.
To edit and manage any of the forms in your account, go to the Forms tab in your GoCanvas portal.
If you are emailing PDFs to customers or colleagues and the design of that PDF is important then this tool allows you to completely customize a PDF that matches YOUR brand. Use your colors. Your logo. Display the data any way you want.
We hope you use these PDFs to drive business and engage your audience, too. Link them to your social pages. Ask them for reviews. Offer coupons for future business. Ask them to refer a friend. Link them to other resources on your website. You can do all of this with the PDF Designer.
The PDF Designer is accessible by toggling to it in the Form Builder using the button at the top of the screen or by going to PDF Options in the Form Settings page. Click the Launch PDF Designer button in the right corner of the page.