1. GoCanvas Help Center
  2. GoCanvas in the Field: Devices and Submissions
  3. GoCanvas on Mobile

Getting Started with GoCanvas on your mobile device

Updated
Lauren Sunday
Community Manager
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This article provides instructions for first-time users who are completing submissions on the GoCanvas mobile application.

GoCanvas enables users to improve productivity, collaboration, and data accuracy with accessible digital forms.

GoCanvas applications

Install GoCanvas

There are several ways to install GoCanvas on your mobile device:

  1. Visit our Download page from your mobile device.
  2. Download the iOS application here.
  3. Download the Android application here.
  4. Search "GoCanvas" in either the Apple App Store or the Google Play Store.

If you prefer to use GoCanvas on desktop instead of mobile:

  1. Download GoCanvas for Windows Desktop here.
  2. Use the Web Client directly in the web portal.

Please Note

Web Client is not compatible with all features at this time. Please see the article, linked above, to learn more.

Log in on mobile

When you open the application you'll be asked to log in using your email and password that you used when signing up on GoCanvas.com/signup.

iOS_Login Screen.png

Password Tip

If someone else created an account for you, you may need to reset your password in order to set one of your choosing.

When you log in, your device will automatically Sync.

Fill out your first form

GoCanvas forms are built to guide you through completing a submission and the process of filling out a form should be self-evident for users.

  1. On either the Tasks or Forms tab, tap the tile of the Task or form you want to complete.
  2. In most instances, you’ll fill in fields as they appear and use the next and back buttons to navigate between pages.
  3. When you get to the end of a form, you’ll be asked to complete the submission. Other actions on the page include:
    • Email Submission
    • Review Submission
    • Email me a copy
    • Sync after tapping Submit
    • Show PDF after Sync
iOS_Reference Data.gif

Once the form has synced with the GoCanvas servers, your submission will be complete.

Tutorial video

 

Save your work

At any point along the way, you can (and should, especially if it's going to take a while to complete the submission) save your progress. Learn about how to save a submission on mobile and resume that saved submission.

iOS_Save to Cloud_In Progress GIF.gif

Sync

You need to sync your device in order to receive any updates, including any forms that have recently been Published and Assigned to you.

You can sync on Android or iOS by dragging the home screen downwards.

On Windows, tap the Sync button at the top of the screen.

Going forward, you'll need to sync your device in order to complete any submissions that haven't already been uploaded to the cloud.

iOS_Sync Button.png

Did we answer your question?

We'd really appreciate your feedback! Please leave your suggestions for improvement in the comments or let us know what you're looking for so we can assist you better. We want to help, but we need to understand your needs!

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