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

Advanced App Builder

  • Converting a paper form to a GoCanvas App
  • What is the App Builder?
  • How do I edit or build a GoCanvas App?
  • How to create a Screen in the App Builder
  • What are the screen settings in the App Builder?
  • How to add a field to your App
See all 70 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
  • Does GoCanvas support iOS 10?
  • Running the GoCanvas Windows client on a virtual machine
  • How to use GoCanvas on a mobile device
  • What does it mean to "sync" my device?
  • Does GoCanvas work if I don't have wireless coverage (offline)?
See all 32 articles

Submissions

  • How to filter and search Submission PDFs on your mobile device
  • How to download Submission data in CSV or XML format
  • What is a Submission?
  • How to search submitted data from the website
  • How do I download data that I submitted?
  • Can submitted data be downloaded as a PDF?
See all 20 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

Integrations

  • How to Upload Multiple Photos from GoCanvas Using Zapier
  • How to use API Keys
  • Can GoCanvas be integrated with backend systems?
  • What are Integration Options?
  • How to integrate with Box, Dropbox, Google Drive, Evernote, Salesforce, and Zapier
  • What is Zapier?
See all 16 articles

Managing Apps

  • How Assign an App to Your Users
  • What are Email Options?
  • How to create a copy of your App
  • How to un-retire an App
  • How do I set unique numbering on Submissions?
  • What does status mean on my Apps page?
See all 21 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

Business Insights

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

Mobile Builder

  • What is the Mobile Builder?
  • What are the differences between the Mobile Builder and the Advanced Builder?
  • How do I build an App in the Mobile Builder?

Account

  • How to check your GoCanvas Billing Payment Status
  • How to add notes to your GoCanvas Billing Invoices
  • Payment Proration
  • How to Add Users and Seats
  • How to update your company name
  • How to use GoCanvas online reports
See all 39 articles

General

  • Is GoCanvas GDPR compliant?
  • What is the Individual Plan?
  • What is GoCanvas?
  • GoCanvas glossary of terms
  • Getting started: GoCanvas 101
  • Get started with GoCanvas in 4 quick steps
See all 21 articles

Troubleshooting

  • Troubleshooting a "save unsuccessful" error message
  • Why aren't users seeing certain Apps on their mobile devices?
  • Why can’t I change the username on my device?
  • What should I do if I cannot find my activation email?
  • What to do if GoCanvas crashes on your Windows device
  • How to submit error logs on mobile devices