Knowledge Base – GoCanvas Help Center

Getting Started

Step 1: Sign up and log in
Step 2: Build
Step 3: Design
Step 4: Deploy
Step 5: Submit
Step 6: Manage

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Advanced App Builder

What does the Mobile Visible setting do?
What does the Required setting do?
What does the System Default setting do?
How to set up fields that can calculate age
Converting a paper form to a GoCanvas App
What is the App Builder?

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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

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PDF Designer

What are PDF Designer Global Settings?
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

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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

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Submissions

How to download Submission data in CSV or XML format
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

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Dispatch

How to edit/update an existing 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

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Integrations

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?
How to Use GoCanvas with Zapier

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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

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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?

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Business Insights

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

Account

How to re-enable a user
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

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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

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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