Help Center Categories

Getting Started

  • Step 1: Sign up and log in
  • Step 2: Build
  • Step 3: Design
  • Step 4: Deploy
  • Step 5: Submit
  • Step 6: Manage
See all 8 articles

COVID-19 Resources

  • Resources Designed to Help You Navigate COVID-19

App Builder

  • 1. What is the App Builder?
  • 2. What is the Mobile Builder?
  • 3. What are the differences between the Mobile Builder and the Advanced Builder?
  • 4. How do I edit or build a GoCanvas App?
  • 5. Converting a paper form to a GoCanvas App
  • 6. How do I build an App in the Mobile Builder?
See all 74 articles

Reference Data

  • How to use Google Sheets with Reference Data
  • Can I auto-populate or auto-fill a GoCanvas form?
  • How to add Reference Data
  • How to update Reference Data
  • How to set up dependent Reference Data
  • How can I tell if my App uses Reference Data?
See all 9 articles

PDF Designer

  • Can the GoCanvas PDF match or look like my current paper form?
  • What is the PDF Designer?
  • How to customize and edit a PDF using the PDF Designer
  • How to customize the GoCanvas-generated PDF
  • How to switch between the Standard and Designer PDFs
  • How to add social media links in the PDF Designer
See all 29 articles

Using Apps

  • How to set Daily Reminders
  • Getting started with GoCanvas on your mobile device
  • How to use GoCanvas on a mobile device
  • How to complete a Submission
  • What are the settings in my GoCanvas app?
  • How to view and edit Submissions on your mobile device
See all 33 articles

Submissions

  • What is a Submission?
  • How to edit a Submission
  • Can submitted data be downloaded as a PDF?
  • How to download Submission data in CSV or XML format
  • Can submitted data be included in auto-generated emails?
  • How to filter and search Submission PDFs on your mobile device
See all 22 articles

Integrations

  • What are Integration Options?
  • How to integrate with Box, Dropbox, Google Drive, Evernote, and Zapier
  • Can GoCanvas be integrated with backend systems?
  • How to Use GoCanvas with Zapier
  • Does GoCanvas integrate with Quickbooks Online?
  • How to use GoCanvas with Quickbooks
See all 15 articles

App Settings

  • How Assign an App to Your Users
  • What does status mean on my Apps page?
  • What are Email Options?
  • How to add custom text to a Submission email body
  • How to create a copy of your App
  • How to un-retire an App
See all 22 articles

Dispatch

  • How to use Dispatch
  • How to use the Dispatch and Workflow page
  • How to Dispatch using Reference Data
  • How to schedule Dispatches
  • How to bulk upload Dispatches
  • How to use the Dispatch Calendar
See all 11 articles

Workflow

  • What is Workflow?
  • How to use Workflow
  • Can I see where a Workflow is after I hand it off?
  • Can I change how users are notified about Workflow handoffs?
  • What are Workflow advanced notifications?
  • How to export Workflows

Assignments

  • How to Unassign and Claim a Submission
  • How to Reassign a Submission
  • How to change your Assignment Settings

Business Insights

  • What is Business Insights?
  • How to use Business Insights
  • Troubleshooting Business Insights

Account

  • Troubleshooting ACH Payments
  • How to Add Users and Seats
  • How to Remove Users and Seats
  • How to manage user roles
  • How to check your GoCanvas Billing Payment Status
  • How to update your billing information
See all 39 articles

General

  • Using Dark Mode Plugins with GoCanvas
  • Updated Styling for the Apps Page
  • How to Add Users to GoCanvas Analytics
  • GoCanvas Analytics FAQs
  • What is GoCanvas Analytics?
  • What is GoCanvas?
See all 25 articles

Troubleshooting

  • Why am I getting an HTTP 429 Error?
  • Why are my Submission Emails Bouncing?
  • Why aren't users seeing certain Apps on their mobile devices?
  • Why can’t I change the username on my device?
  • What to do if GoCanvas crashes on your Windows device
  • Troubleshooting a "save unsuccessful" error message
See all 8 articles