Installation
FAQs
Troubleshooting
Reference
Tech. Tips
My Options
Admin Tools
Address Book
Announcements
Cabinet
Memos
My Folder
Notes
Phone Messages
Project
Scheduler
Time Sheet
ToDo List
Web Forms
WebMail
Reminder
Sync for Palm OS®
Sync for Pocket PC
Share360 Outlook Sync

Web Forms Manual

Web Forms allows you to send, receive, and process various forms online.

You can create customized online forms such as expense reports, travel reports, purchase orders, etc. through an easy user interface, without knowing any HTML. When creating the forms, you can specify the form routing for fast and efficient approvals.

After the forms are created, everyone can submit the customized company forms online and track their forms' approval routing real-time.

How do I...?
Screenshot of Web Forms
  1. Submit a Form for Approval
  2. Reuse Forms
  3. Print Forms
  4. Approve/Decline Routed Forms
  5. View Web Forms
  6. Search Forms
  7. Set Up Form Categories
  8. Add New Forms
  9. Set Up Form Items
  10. Set Up Form Approval Path
  11. Import/Export Forms
  12. Copy Forms
  13. Edit Forms
  14. Delete Actual Forms
  15. Change the Order of Displaying Forms
  16. View All Form Records
  17. Export Web Forms Form Data
Settings for Web Forms
    Admin Tools

  1. Access Permissions
  2. General Settings
  3. Select Web Forms Managers

View all chapters

Frequently Asked Questions
  • How do I create a new company form?
     
  • What are the major Web Forms differences between Share360 version 1 and 2?
     
  • I cannot "copy" Web Forms for reuse.
     
  • Can I change the approval path after I have submitted a form?
     
  • How do I process Web Forms?
     
  • What are the access permissions for Web Forms?
     
  •