Help Center Categories

Advanced App Builder

  • What is a Submission Name?
  • What is the App Builder?
  • How do I edit or build a GoCanvas App?
  • How do you rename a GoCanvas App?
  • How to create a Screen in the App Builder
  • What are the screen settings in the App Builder?
See all 45 articles

Managing Apps

  • 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?
  • How to test an App before publishing to all users
See all 20 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 add dependent Reference Data (one-file method)
  • 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 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
  • Can I add my logo and other images to the PDF?
See all 25 articles

Using Apps

  • 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)?
  • How to complete a Submission
  • What are the settings in my GoCanvas app?
  • How to fill out Apps built with the Mobile Builder
See all 29 articles

Submissions

  • What is a Submission?
  • Can I search my submitted data?
  • How do I download data that I submitted?
  • Can submitted data be downloaded as a PDF?
  • How to edit a Submission
  • How to delete a Submission from the website
See all 18 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 10 articles

Integrations

  • 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?
  • How to Use GoCanvas with Zapier
  • How to integrate with Salesforce
See all 12 articles

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?

Workflow

  • What is Workflow?
  • How to use Workflow
  • How to configure 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?
See all 7 articles

Business Insights

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

Account

  • Frequently asked billing questions
  • Understanding your GoCanvas statement or invoice
  • How to update your billing information
  • How to add users
  • How to add a user to a team license
  • How to disable a user
See all 26 articles

Reports

  • How to use GoCanvas online reports
  • What is the Active User Report?
  • What is the Inactive User Report?
  • What is the Mobile Client Version Report?
  • What is the Reference Data Report?
  • What is the Users, Groups, and Apps Report?

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 22 articles

Troubleshooting

  • 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