Help Center Categories

Apps

  • How to un-retire an App
  • Can I fill out GoCanvas apps on my Mac, Macbook or other Apple computer?
  • How to publish a GoCanvas mobile App
  • What does status mean on my Apps page?
  • How to test an App before publishing to all users
  • Can GoCanvas generate a unique number to be used as job number or work order number?
See all 22 articles

App Builder

  • How to name your PDF file based on a field in your App
  • How to make your GPS field hidden on mobile
  • How to allow multiple instances of a key field in a Loop Screen
  • What does the Export Label setting do?
  • Using number fields
  • How do you rename a GoCanvas App?
See all 42 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?
  • What is Zapier?
  • How to Use GoCanvas with Zapier
  • How to integrate with Salesforce
See all 12 articles

Reference Data

  • How to add dependent Reference Data (one-file method)
  • Can I auto-populate or auto-fill a GoCanvas form?
  • How to add Reference Data
  • How to update 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 9 articles

PDF Designer

  • Tips for making images fit on the right page of your PDF
  • What is the PDF Designer?
  • How to customize and edit a PDF using the PDF Designer
  • Can I add my logo and other images to the PDF?
  • How to use Elements in the PDF Designer
  • How to add new sections, columns, and pages to the PDF
See all 25 articles

GoCanvas On Mobile

  • What are the settings in my GoCanvas app?
  • How to complete a Submission
  • What does it mean to "sync" my device?
  • Using your App to navigate to a location
  • What happens if a Submission fails to upload during sync on a mobile device?
  • How to change permissions for the GoCanvas mobile app
See all 22 articles

Submissions

  • Can I re-send a Submission to an integration?
  • How to view changes to a Submission
  • What is Device ID?
  • What is a Submission?
  • Can submitted data be included in auto-generated emails?
  • Can submitted data be downloaded as a PDF?
See all 17 articles

Dispatch

  • How to get Dispatches onto the Dispatch Calendar without using the Dispatch Calendar
  • How to use Dispatch
  • How to use the Dispatch Calendar
  • How to schedule Dispatches
  • How to bulk upload Dispatches
  • How to create a Dispatch using the Dispatch Calendar
See all 9 articles

Windows App

  • How to clear data in GoCanvas on your Windows device
  • What happens if a Submission fails to upload during sync on a Windows device?
  • What are the major differences between the new GoCanvas Windows App and the old Desktop Client?
  • What are the differences between the GoCanvas Windows app and iOS and Android apps
  • Can I fill out GoCanvas apps on my Windows laptop or desktop computer?

Workflow

  • Can I change how users are notified about Workflow handoffs?
  • What is Workflow?
  • How to use Workflow
  • How to configure Workflow

Business Insights

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

Account

  • How to configure SSO ADFS On-Prem or Azure Director Services
  • How to log in with SSO
  • How to enable and configure SSO
  • Frequently asked billing questions
  • What should I do if I get the message "our records show that this email is already in use"?
  • How to add a user to a team license
See all 24 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

  • GoCanvas glossary of terms
  • Getting started: GoCanvas 101
  • What is GoCanvas?
  • Get started with GoCanvas in 4 quick steps
  • How to turn your paper forms into Apps (SUYF)
  • I was just added to a GoCanvas account. How do I get set up?
See all 19 articles

Application Store

  • How to submit an Application to the GoCanvas Application Store
  • Are the Apps that I create made available or shared with other GoCanvas customers?

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