Learn how to setup and use each section of Dashpivot on the website
How to decide on a folder structure in your Dashpivot workspace
How to create a project folder on Dashpivot Web
How to archive folders on Dashpivot Web
How to add a team folder on Dashpivot Web
What is a project folder?
What is a team folder?
How to move a folder on Dashpivot Web
Can I nest folders on Dashpivot Web?
How to change my folder structure on Dashpivot Web
How to add users to your workspace on Dashpivot Web
How to remove users from Dashpivot Web
What user permissions are available for Dashpivot Contributors?
What is a Dashpivot Visitor?
Setting up 3rd party visitor access
What is an Organisation Controller?
What is an Organisation Member?
What is a Project Controller?
What is a Project Member?
What is a Team Controller?
What is a Team Member?
How to change user permissions in Dashpivot
What are the differences between Dashpivot and Sitemate users?
How to reset your Dashpivot password
How to edit my account signature on Dashpivot Web
How to change your timezone on Dashpivot Web
How to change the email address linked to your user account
How to re-send a user invite on Dashpivot Web
How to edit my mobile number on Dashpivot Web
How to edit my user profile name on Dashpivot Web
What permission types are available for Dashpivot Visitors?
How to update your Sitemate/Dashpivot profile picture
What is a template?
How to create a template in Dashpivot Web
How to edit a template on Dashpivot Web
How to clone a template on Dashpivot Web
How to archive a template
What is the Template Library?
How to access the free public template library
How we convert your existing documents into Dashpivot templates
What fields are available when editing templates?
How template versioning works
How the form counter works
How to set up required fields in your templates
How to set up conditional logic in Yes/No questions
How to use Dashpivot Formulas in your templates
How to use settings for form thumbnails and form sorting
How to Customise Headers and Footers in your templates
How to use Custom Template Tabs
How to change the orientation of a table when viewed in the Dashpivot mobile app
How to setup Workflow templates
How to set up Approval Signature Logic
How to setup workflow notifications
How to control photos per page in PDF downloads
How to customise the headers of your forms
How to delete a template on Dashpivot Web
How to deploy a template on Dashpivot Web
How to change the Template ID on Dashpivot Web
How to change a form name on Dashpivot Web
How to change the page orientation on Dashpivot Web
Can I change the template type between Workflow/Timeline on Dashpivot Web?
Template Editing on Dashpivot Web - Text Fields
Template Editing on Dashpivot Web - Date Fields
Template Editing on Dashpivot Web - Yes/No Fields
Template Editing on Dashpivot Web - Sketch Field
Template Editing on Dashpivot Web - Signature Fields
Template Editing on Dashpivot Web - Manual Typed List vs Linked List
Template Editing on Dashpivot Web - Multiple Choice & Dropdown Lists
Template Editing on Dashpivot Web - Default vs Pre-Filled Table
Template Editing on Dashpivot Web - Photo Fields
Template Editing on Dashpivot Web - Scan Sitemate ID
Template Editing on Dashpivot Web - Page Breaks
What are field settings on Dashpivot Web?
What is the fields editor?
Template Editing on Dashpivot Web - Setting up Approval Signatures
How to use the Web Preview on Dashpivot Web
Why am I getting an error message for the incorrect number of approval signatures?
How to add rows to a default table on Dashpivot Web
How do I cross-reference tables in formulas?
How to restore an archived template
Template Editing on Dashpivot Web - Person Field
How to set up workflow notifications using the person field
Lists Overview
How to upload and download lists to/from the list library
How do I set up list properties?
How to setup a dropdown list in a template
How to change the colour of list and dropdown items
How to deploy a list
How to fix 'no selection' error on lists
How to archive a list on Dashpivot Web
How to create and populate a list on Dashpivot Web
How to un-deploy a list on Dashpivot Web
What list property types are available?
How to set up notifications for list property expiry dates
How to manage the list property columns
Can I set up a list in a team folder?
How to download forms
How to send a form as a PDF on Dashpivot Web
How to clone a form
How to delete a single form on Dashpivot Web
How to search and filter forms
How to markup PDFs in Dashpivot
How to copy and paste information into tables
How to download forms as a PDF
Can I compress PDF downloads out of Dashpivot?
How form versioning works
Are Electronic Signatures from Dashpivot Admissible in Court?
How to view changes made to a form on Dashpivot Web
How to bulk delete forms on Dashpivot Web
How to create a form on Dashpivot Web
Can multiple people edit a form at the same time?
What are the functionalities of a default table on Dashpivot Web?
How to bulk copy/paste data into a default table
Can I add attachments to a form on Dashpivot Web?
Can I revert to a previous form version?
How to edit a form on Dashpivot Web
How to bulk edit tables on Dashpivot Web
How the register view works in Dashpivot Web
How to export a register as a CSV on Dashpivot Web
How to export a register as a PDF on Dashpivot Web
How to edit register columns on Dashpivot Web
How to filter the register view for a specific export on Dashpivot Web
What fields can I filter on with the register view?
How to view table data in the register view on Dashpivot Web
What is the register view?
Can I sort the register view?
What fields show up in the register view export?
How does the register view work in the Home Folder?
Who has access to the register view?
How to create a register on Dashpivot Web
How to access the register view in team folders?
Photos Overview
How to download photos on Dashpivot Web
What are Photo Tags?
How to delete photos on Dashpivot Web
How to filter and search photos on Dashpivot Web
How to move or copy photos to a different team folders on Dashpivot Web
How to add your project alignment to show up in the photo GPS location window
How to upload photos into a team folder on Dashpivot Web
How to upload photos to a form on Dashpivot Web
How to set up photo tags on Dashpivot Web
How to bulk tag photos on Dashpivot Web
How to comment on a photo on Dashpivot Web
How to view photo GPS on Dashpivot Web
How to apply a photo tag on Dashpivot Web
Are there photo size limitations on Dashpivot Web?
How to upload a photo from my device gallery on the Dashpivot App
Analytics Overview
How to create a Quantity Chart
How to create a Frequency Chart
How to create a Ratio Chart
Why is the quantity chart not available?
Can I export my chart as a PDF on Dashpivot Web?
How to create an analytics dashboard on Dashpivot Web
How to re-name your chart on Dashpivot Web
How to delete a chart on Dashpivot Web
How to delete a dashboard on Dashpivot Web
Which folders can I access the analytics in?
What is an analytics chart & how to create one
How to set up the analytics source settings
How to set up the analytics data settings on Dashpivot Web
How to set up the analytics visualise settings on Dashpivot Web
How to set up the analytics filters on Dashpivot Web
Can I use data from multiple templates into one chart?
What is an analytics dashboard?
Which browsers are supported?
How to clear your cache
How to fix email notifications ending up in Spam
Common problems with PDFs
Can I restore a permanently deleted template on Dashpivot Web?
Can I change a list property type once it's been selected?
Can I restore a permanently deleted folder?
Why can't I see the GPS location on a photo on Dashpivot Web?
Why can't I search through all the free public templates?
What file types are accepted when uploading attachments in forms?
Network and Firewall issues
Can I customise the file names of PDF exports?
Can I move forms between folders?