Help Center Categories

Getting Started

  • Step 1: Sign Up and Login
  • 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

Form Builder

  • 1. What is the Form Builder?
  • 2. What is the Mobile Builder?
  • 3. What are the differences between the Mobile Builder and the Advanced Builder?
  • 4. How do I edit or build a GoCanvas form?
  • 5. Converting a Paper Form to a GoCanvas Form
  • 6. How do I build a form in the Mobile Builder?
See all 74 articles

Reference Data

  • How to use Google Sheets with 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 Form uses Reference Data?
See all 10 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 Forms

  • How to Set Daily Reminders
  • Getting started with GoCanvas on your Mobile Device
  • How to use the GoCanvas Application on a Mobile Device
  • How to complete a Submission
  • What are the settings in my GoCanvas application?
  • How to View and Edit Submissions on your Mobile Device
See all 33 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 24 articles

Integrations

  • How to Integrate all your PDFs to OneDrive
  • How to Integrate with Box, Dropbox, Google Drive, Evernote, and Zapier at a Company Level
  • What are Integration Options?
  • How to Integrate an Individual Form with Box, Dropbox, Google Drive, Evernote, and Zapier
  • Can GoCanvas be integrated with backend systems?
  • How to Use GoCanvas with Zapier
See all 17 articles

Form Settings

  • Form Edit History
  • How Assign a Form to Your Users
  • What does status mean on the Forms page?
  • What are Email Options?
  • How to Add Custom Text to a Submission Email Body
  • How to create a copy of your Form
See all 21 articles

Builder BETA

  • Builder BETA
  • Accessing Builder BETA
  • New Features in Builder BETA
  • How to Create and Edit a Screen or Table in Builder BETA
  • How to Add and Edit Fields in Builder BETA
  • How to Use Calculation Fields in Builder BETA
See all 9 articles

Dispatch

  • How to Use Dispatch
  • How to Dispatch using Reference Data
  • How to Schedule Dispatches
  • How to Bulk Upload Dispatches
  • How to use the Upcoming Tab in Work Hub
  • Create a Dispatch using the Calendar view on the Upcoming Tab
See all 10 articles

Web Forms

  • How to Get Started with GoCanvas Web Forms

Workflow

  • Workflow History on Web
  • What is Handoff Status for Mobile?
  • 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?
See all 8 articles

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
  • Frequently asked Billing Questions
  • How to Check your GoCanvas Billing Payment Status
See all 43 articles

General

  • What is Work Hub?
  • GoCanvas Security Overview
  • Using Dark Mode Plugins with GoCanvas
  • Updated Styling for the Forms Page
  • How to Add Users to GoCanvas Analytics
  • GoCanvas Analytics FAQs
See all 26 articles

Troubleshooting

  • Why am I getting an HTTP 429 Error?
  • Why are my Submission Emails Bouncing?
  • Why aren't users seeing certain forms on their mobile application?
  • 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
See all 8 articles