After you select your client and your vault, the following page displays:
This main page provides an overview of what form templates are available for you to use, and visually shows you where your forms are (In Progress, Submitted, Synced) and if you have forms from others (Routed To Me).
eForms Tablet |
A: Your currently selected vault. You can choose other vaults from the dropdown if your company has multiple vaults available. B: Forms that have been routed to you by other users. C: In-progress form with a status bar that indicates its percent complete. D: Opens Settings dialog where you can enable or disable automatic sync, reset your password, give your device a friendly name (e.g. "Morgan's iPad") or unlink the device. E: Click to log out. F: List of forms ready for you to fill out. Highlight the form you want to start, then click Begin Form. G: Click to start the process to fill out the form in Starting a New Form. H: System and app diagnostics, including the device key, app version and logs. |
eForms Phone |
A: Click to view system announcements and communications. B: Click to view your currently selected vault, as well as update Settings like automatic form syncing, give your device a friendly name (e.g. "Morgan's Phone"), and check system and app diagnostics such as the device key, app version and logs. C: Click to access the list of forms ready for you to complete the procedure in Starting a New Form. D: In-progress form with a status that indicates its percent complete. E: My Forms section provides a quick overview of which forms have been routed to you by other users, are in progress, have been submitted and how many have successfully synced with pVault Cloud.
|
