Data Management
This section has articles related to managing records in your program
- The Review Portal Experience
- Cross Workspace Reporting Plugin
- Admin 101 Webinar
- PDF records
- Deleting a Record
- Bulk Actions Plugin
- Files
- Importing Data Into an Existing Form
- Working with Record Drafts
- Record Audit History Plugin
- Document Templates Plugin
- Form Groups
- Updating Conditions - What happens if I change/delete a rule?
- Bulk Edit
- Viewing, Editing, and Changing the Status of Records
- Data View Overview
- Working with Columns and Data Views
- What are Parent and Child Records?
- Reporting Dashboard
- Records
- Filtering
- Exporting Data