Support Portal

Form Engine Intro and How-To Videos 6

• Product Intro
• Builder Quickstart Video Lesson
• Building Dynamic Forms Lesson
• Building Custom Forms Lesson
• Quick Mobile Form Lesson

View all 6

Logging In 5

• Creating an Account & Logging In
• SSO Realm Log In
• Form Builder Authentication
• Form Builder Permissions
• Changing Realms

Home Screen 2

• Home Screen
• Magic Authentication Link

Form Digitizing & Builder Screen 12

• Form Builder Checklist & Definitions
• Uploading a Template
• Digitizing a Template
• Powerpoint Import & Output
• Word Import & Output

View all 12

Form Authentication & EOTI 2

• Supplied Connection Form Authentication
• Using EOTI to Authenticate

Template Properties 2

• Template Properties
• Snap-to-Grid Field Alignment

Field Properties & Types 10

• Field Properties & Validation
• Adding a New Field to an Existing Template
• CSS Formatting
• Custom Field Label
• Formula & Read-only Fields

View all 10

File Attachment Fields 3

• Embedding Images/ Photos in Forms
• e-Signatures
• File Attachment Field w/ a Naming Convention for Generated PDFs

Working with QR Codes 4

• Intro to working with QR Codes
• QR Codes vs. Barcodes
• Auto-creating QR Codes for Pre-filled Forms
• Creating QR Codes natively for Quickbase File Attachments

Digital Asset Creation 1

• “Informational/Read-only” Digital Asset Creation

Embedding on a Form 3

• Embedding Links/ URLs in Forms
• Embedding Videos in Forms
• Display Embedded Reports in Static Forms and Documents

Geolocation 2

• Geolocation/ IP Metadata Capture
• Displaying Geolocations on a Map

PDF Data Parsing 1

• PDF Data Parsing (ver. 1) & Import Wizard

APIs 3

• Generate PDF API
• Form Engine API
• Parse PDF API

Custom Features 8

• Custom Success Messages
• Embedding Update/ Edit Record Links in Forms
• Creating Custom Messages directly on Forms
• CSS Controls for Static and Dynamic Forms
• Currency Trailing Zero Formula – Rich Text

View all 8

ICHRA TOS 0

Current Feature Highlights 3

• Connecting with File Share Systems
• Form Engine Concatenate Functionality and Connections to Quickbase
• Page Reorder and Delete Functionality

Previous Feature Highlights 0

Release Notes 7

• August 2021
• June 2021
• February 2021
• April 2020
• Feb 2020

View all 7

Office Hours- Past Sessions 0

About 6

• About Digital Transaction Management (DTM)
• About Systems of Agreement (SofA)
• Value of Digitizing Forms
• About Form Engine & Security
• About Advantage Integrated Solutions (advantagequickbase.com)

View all 6

Pricing 0

Terms of Service 1

• Terms of Service

General FAQ 7

• Can Form Builders digitize forms without being Quickbase users?
• Can Users (Form Completers) use the forms to Add, Edit and View/Print forms without being Quickbase users?
• How does the Form Engine authenticate someone completing a form?
• What notifications can I get when forms I send out are completed?
• Can the Form Engine’s forms be used without a Form Engine account once they are built?

View all 7