Franklin Alves
Articles
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Form Building: File Upload
The File Upload field is one of our advanced field types. This field allows the person responding to your form to upload a document as part of their submission. This field type is ideal for docume...
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Granting & Removing Admin Access
Do you need to give admin access to a member of your organization? Need to remove admin access from a user? Here's how! Before starting the process below, please note that you will need to h...
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Event Check-In Training
Tracking event attendance is a great way to collect data about your events and the people who are attending them! In this training, we'll take a look at the different ways attendees can be checked ...
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Emailing Event Attendees
Need to quickly and easily email the folks who attended your event? Now you can! This is a great way to get feedback about your program, share follow-up information, and more! Note: This is a gre...
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Enable and Setup Transitioning
Organization Transitioning will require organization officers to edit and update their organization details, along with selecting new officers and confirming rosters. During the transition process...
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Adding Attendees To An Event (Via Web)
There are several ways event attendees can be checked in to an event! Check out our other support articles for more information on using our mobile app for event check-in or to learn how to add at...
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Adding Attendees After Event Has Ended
Use ID numbers to add attendees post event! Sometimes you may need to add attendees to an event after it has happened. These directions are specifically for adding attendees an hour or more a...
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Finance: Submitting A Reconciliation Request
Reconciliations occur once a purchase is completed and the money requested has been spent. The Reconciliation form can be configured to fit the needs of your campus and may contain additional fiel...
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Implementation Schedule
Implementation Schedule The implementation schedule relies heavily on receiving assets and deliverables from your institution in a timely manner - the quicker we receive them, the quicker we can g...
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Track Attendees Using Zoom
Technology has changed the landscape of education. We now have more choices than ever for virtual engagement, involvement, and collaboration! We’ve partnered with Zoom to make sure you can capture...