Lauren Sunday
Articles
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What is the Follow-Up Tasks Report?
This article provides extra context for using the out-of-the-box Follow-Up Tasks Report, only available on accounts with Follow-Up Tasks enabled.The Follow-Up Tasks Report shows statistics for comp...
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What is the Repeat Dispatch toggle on the Create Dispatch screen?
This article provides introductory information about the Repeat Dispatch toggle on the Create Dispatch page.Repeat Dispatch allows admins and dispatchers to automatically scheduled dispatches for r...
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Change a User's Account Email as an Admin
Admins can edit any user's information and make the necessary alterations, including updating the email associated with their account that doubles as their username.Change a User's Account EmailPle...
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Change your Account Email as a User
This article provides instructions for how a user can update their own Account Email in their Profile.As a user, you are able to edit the email that is associated with your account that doubles as ...
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I Want to Remove a Seat
This article provides basic information about how to remove a Seat by contacting the GoCanvas Billing team.Removing a seat from your GoCanvas account helps you reduce unnecessary costs and ensures ...
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Edit an Existing User
Once a user has been created, Admins can edit the User's information and make the necessary alterations, including updating their password for them. Edit a UserAlthough Admins are the only user rol...
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Change the Default Department as an Admin or User
This article provides instructions for both admins and users to change the Default Department setting, found on either the Users or Team page. Reduce unnecessary clicks by setting your Default Depa...
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Color-Coding Conditional Fields in the PDF Designer
Quickly determine the results of an inspection, analysis, quiz, etc. with color-coded conditional fields in the PDF.Color-Coded Conditional FieldsConditional fields have to be made in the form, so ...
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Conditional Email with Reference Data
This article provides detailed instruction on how to automatically send emails to specific recipients based on a Dropdown field linked to Reference Data.Sending the PDF to a specific person based o...
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Non-Repeating Header in the PDF Designer
Repeating the Header on every page of a multi-page PDF can take up a lot of space, but there is an easy workaround to save space.Non-Repeating HeaderThe Header is designed to automatically repeat o...