Kelsey Seale
Articles
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Event RSVP
Collect RSVPs for attendees from right inside the portal. Students select attending, maybe attending, or not attending giving you an idea ahead of time of expected attendees. You will need the edit...
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Recent Updates + Product Roadmap
What's coming up for Presence? Check out the Product Roadmap for upcoming features and enhancements Update to Form Response Approvals via Email September 26, 2023 We're excited to announce a...
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Form Building: Field Groups
Field Groups are a great way to cluster together related questions on your form!
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Resetting Budgets for a New Budget Cycle
End-of-Year Budget Reset: Set Budgets to $0The Budget Reset tool clears all budget balances so you can start a new budget cycle at $0. This is most commonly used at the end of a fiscal year or when...
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Repeatable Fields
Repeatable field groups will have an add () button that is visible to the person completing the form. When the add button is clicked, the form will generate an identical copy of all the questions ...
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Organization Registration Field Overview
The Organization Registration form has two types of fields: Mandatory and Optional fields. Mandatory fields can not be removed from the form and will be used to map major organization informa...
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Why can't I clear my budget?
Why can’t I clear my budget?If you are unable to clear your budget, it is usually because there are incomplete finance transactions. All expenditures must be reconciled before a budget can be reset...
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What Are Form Categories?
Similar to containers in your kitchen, form categories can help users easily find the forms they need to receive approval and remain compliant for record retention purposes. High-demand forms can...
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Organization Management: Requests Tab
The Requests tab on the Organization page allows approvers to view, approve, or deny new organization registration requests quickly! Only users with access to the Organization Registration form wi...
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Form Building: Content, Header, & Image Fields
There are several types of Layout fields you can use to build your forms! Layout fields are great for providing information or content to your responders to review! Let's take a look! Det...