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

  • What is the App Builder?
  • What is the Mobile Builder?
  • What are the differences between the Mobile Builder and the Advanced Builder?
  • How do I edit or build a GoCanvas App?
  • Converting a paper form to a GoCanvas App
  • How do I build an App in the Mobile Builder?
See all 73 articles

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?
  • How to group Reference Data so users only download the data they need
See all 8 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

  • 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
  • Running the GoCanvas Windows client on a virtual machine
See all 32 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, Salesforce, 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 16 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 40 articles

General

  • What is GoCanvas?
  • What is the Individual Plan?
  • What devices does GoCanvas support?
  • Is GoCanvas HIPAA compliant?
  • Is GoCanvas CCPA and GDPR compliant?
  • GoCanvas glossary of terms
See all 21 articles

Troubleshooting

  • 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
  • How to submit error logs on mobile devices
  • What should I do if I cannot find my activation email?