Frequently asked questions
How do I create my own templates?
A full guide can be found here: Create Form Templates
Can I import templates to another company?
Yes! Importing your templates to another company was made easy with a few clicks.
The only requirement is that you are an Admin for both companies.
Go to Companies > Import templates to another company > Select templates
The only requirement is that you are an Admin for both companies.
Go to Companies > Import templates to another company > Select templates
Can I make money from OctoForms?
Yes! You can make am income from referrals, including selling your templates.
More information here: Refer and Earn
More information here: Refer and Earn
How is data usage calculated?
Instead of charging you per module, template or users, Octo Forms has a different approach
Octo Forms charges by any data stored and calculate by the system, more detail can be found here: Data Usage
Octo Forms charges by any data stored and calculate by the system, more detail can be found here: Data Usage
Can I digitally sign documents?
Can I add barcodes to documents?
Yes, the supported barcodes can be found here: Barcode Types
Read more on how to add a barcode here: Barcode Adding
Read more on how to add a barcode here: Barcode Adding
What are the roles and what is their function?
The default roles are:
- Admin - All functionality
- User - Limited functionality
- Anonymous - Only access to certain forms and documents with a 2 day time limit and once off link use
Can I send anonymous Survey's?
Yes! When designing your survey template select Allow Anonymous checkbox, which will allow you to send a link for capturing the survey anonymously.
Send links by creating a Form Default.
On the list page select "Generate Link", which will copy the link for anonymous forms
Send links by creating a Form Default.
On the list page select "Generate Link", which will copy the link for anonymous forms
I need additional functionality or a Developer to assist
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