General
Help with the Formity platform
- What is a Company?
- How do I add a Company?
- Why is there a Companies section and why can I add multiple Companies?
- What is a Contact?
- How do I add a Contact?
- What is a User?
- What is the difference between a Contact and a User?
- What is an Owner?
- What is an Admin?
- What is a Trainee?
- How do I add a Trainee?
- How do I cease a Trainee?
- How frequently are Trainees sent email reminders until they sign the policy?
- How frequently are Trainees sent email reminders about Training?
- How can I change the frequency of email reminders?
- How do I export my Trainees list(s)?
- How frequently are email reminders sent for outstanding user actions?
- How can I add additional modules to my account?
- Can I make changes to Modules?
- Can I create my own Modules?
- What if I can’t see the module I want to activate under Settings: Modules?
- How can I remove modules from my account?
- How do I update an existing Policy?
- How do I stop a Contact from receiving email reminders?
- What is the difference between soft delete and permanent delete?