Here's a guide to GoCanvas terminology.
The Form Builder is where you will create your forms. It allows you to create screens and place fields on them in order to collect data on a mobile device. You can capture signatures, insert photos, capture GPS coordinates, complete calculations and utilize common form fields like drop-downs, checkboxes, text boxes, and more. Learn more.
The image that displays on a user's mobile device next to the name of the form. This can be useful for helping users identify and distinguish forms, as well as for branding purposes. Learn more.
The App Outline allows gives you a high-level view of your form by showing each screen in order. You can add, delete, re-order, and set a screen to be a loop from here.
The status of an form is used to let Company Admins and Company Designers of an account know what stage of development a particular form is currently in. Learn more.
The digital version of the paper form you've replaced in GoCanvas.
The ability to upload multiple Dispatches using a single file, found on the Workflow & Dispatch page. Learn more.
GoCanvas Business Insights takes the data collected in the GoCanvas form by your workforce and utilizes Excel to configure and display the information any way you desire. It pulls data directly from GoCanvas and places it inside Microsoft Excel so you can instantly analyze your data with all of Excel's powerful reporting and visualization capabilities. Available for Team 3 and higher plans. Learn more.
In an form, you can set a screen or a field to only appear if certain responses are given to a set field. This is sometimes called "skip logic" because a common use for conditional logic is to skip a screen entirely. Learn more.
A PDF output that has been designed and implemented by the GoCanvas Professional Services team. This is different from the PDF Designer, which allows GoCanvas users to create their own PDF designs. Learn more.
Custom sender address
Customize the email address from where submissions will be emailed, set on the Account > Customize page. Learn more.
Department functionality allows you to separate GoCanvas forms, submission data, and users inside a single GoCanvas account. This is typically for larger organizations that need to manage lots of GoCanvas forms and users. Available for Professional and Enterprise plans. Learn more.
Assign jobs to team members out in the field by sending pre-filled GoCanvas forms to users on their mobile devices. Learn more.
View, create, edit, and delete scheduled Dispatches from a calendar interface. Available for Professional and Enterprise plans. Learn more.
Elements are components you can add to your PDF that don't pull from data entered in your mobile form. That includes static text, images, social sharing icons and links, page breaks, and Submission numbers. Learn more.
A Field Setting in the Form Builder that allows you to set a value for the label of a field that only appears when you're exporting the data. Learn more.
The place in an form where the user enters data. In GoCanvas, there are 25 types of fields available that each allow for different types of data collection.
A Field Setting in the Form Builder that requires the user to input text data in a specific format. Learn more.
Field Palette and Field Settings
The left portion of the Form Builder, which allows you to quickly add a field to the currently selected screen via drag-and-drop. After a field is added, this is where you will edit any field settings.
Folder functionality allows you to subdivide your GoCanvas forms and submissions in order to stay organized. Folders appear on the Forms and Submissions pages when logged into the GoCanvas website. These folders will also show up on your mobile device for your users. Learn more.
During a Workflow, a handoff is the action of passing a form from one person to another.
Allows you to create the tables that you have in your paper forms on your mobile device. Loops will allow you to repeat a set of fields as many times as you need to — just like you adding another line item to a table. Learn more.
Our drag-and-drop tool where you can place the fields in your form in the exact location that you want them to be located in the output. Whereas the GoCanvas Form Builder allows you to edit how you capture data, the PDF Designer gives you control over the appearance of your data. Learn more.
On the Forms page, Quick Links are the three dots at the end of each row. They allow you to copy, assign, and archive forms.
When using an form on your mobile device, Recall allows you to populate fields with the values entered the last time you filled out that form. Learn more.
Upload lists of customers, parts, pricing and more so fields can be auto-populated for your mobile users. Learn more.
Static images that your mobile users can draw on top of when at a job site. Learn more.
When using a form on your mobile device, Remember allows you to save values in certain fields so that whenever you use that form, those values will automatically pre-populate. Learn more.
Removes a published form from all mobile devices but preserves their Submission data. Archived forms can be restored. Learn more.
This is the default PDF that gets created by the GoCanvas system. You are able to slightly customize a Standard PDF through settings in the Form Builder and Form Settings pages, but otherwise the Standard PDF will output your fields in order. Learn more.
A form that has been completed on the mobile device and securely uploaded to the GoCanvas cloud, where it can be accessed and shared. Learn more.
Generates a unique number for each submission (job number, ticket number, etc.). Learn more.
Submission Status allows you to create your own statuses for your submissions. Then you can assign these statuses to help you track your internal processes. Learn more.
Syncing is the mechanism that moves a Submission from a user's mobile device to the GoCanvas cloud. A Submission is not considered complete until the device has Synced with our server. Syncing also is how GoCanvas verifies the user's credentials and checks for updates (including updated forms, Reference Data and Images, Workflows, and Dispatches).
Table of contents
Allows mobile users to fill out whatever screen they want instead of going in order. Not available if using Workflow. Learn more.
A Template is a copy of a GoCanvas form that does not transmit down to a mobile device, but can act as a starting point for a new GoCanvas form. You can also submit a Template to the App Store. Learn more.
User Groups allow you to easily assign GoCanvas to usformsers. Anytime you add a new user to a User Group they will be automatically assigned any forms assigned to that group. Learn more.
Based upon the Representational State Transfer (REST) style of webservice invocation, our API is primarily meant to allow customers to pull down submitted information. Some limited data can be pushed into the GoCanvas system for use by mobile clients. Learn more.
Workflow is for processes where multiple people have to fill out a GoCanvas form. Mobile users can pass a submission from one user to the next until it is completed. Available for Team 3 and higher plans. Learn more.
Zapier is a third-party service that allows users to connect different cloud-based services to one another to automate more of the tedious day-to-day tasks that they might be doing manually. By using Zapier you can easily move data you are collecting with GoCanvas into other services like Quickbooks, Constant Contact, MailChimp, Emma, Salesforce, Freshbooks, MS OneDrive, a SQL database, and much more. Learn more.