ClearForms

Getting Started with Online Forms (ClearForms)

• Navigating ClearForms
• Setting up a Team
• Creating a Form

• Setting up your Profile through Account Settings

All About Steps

• Customizing an Instructional Step
• Utilizing an Information Collection Step
• Setting Up Payment Steps
• Enabling Reviews and Managing Assignments
• Using Logic, Data fields, and Formulas in Steps
• Including a Survey Step

Testing, Publishing, and Maintaining Forms

• Level Up your ClearForms
• Maintaining your ClearForms
• Testing a Form
• Publishing a Form
• Reporting and Exporting in ClearForms

Completing, Reviewing, and Maintaining Submissions

• Importing Prior Submissions through CSV to the Form Submission Tab
• Reviewing a Submission (for Admin and Applicants in ClearForms)
• Halting or Deleting a Submission
• ClearForms - Add Tags to Submissions

Financial

• Setting Up Forms to Receive Payments
• Refunding and Disputing Transactions

• Viewing Transactions

Applicants

• Applying and/or Submitting a Request (licenses, permits, applications, etc.)
• Utilizing the Discussion Feature

• Launch on Behalf of an Applicant(s)
• ClearForms - Download or Print a Record of Your Application/Permit

Troubleshooting

• Invite or Remove a User from ClearForms
• Searching for License and Permit Expirations
• Resolving an "Undefined" Formula in ClearForms

Its and Bits

• Entities and Sub-submissions

• ClearForms E-mails for Admin, Assignees, and Applicants
• Open Data in ClearForms