Tech Talk: Success

Conditional Logic allows forms to adapt dynamically based on user inputs, offering a personalized and intuitive experience. By presenting or hiding objects based on specific criteria, Conditional Logic streamlines the form-flow process, guiding users seamlessly through each step.  This article will offer insight into some of the best practices that Workflow Designers can employ when implementing business intelligence within the TrueContext platform. Whether you are a seasoned or novice designer, Read more

Each business is different, there are certain requirements that are needed for a business to operate optimally. Many customers utilize our custom documents to ensure their documents reflect their business and ensure it's a seamless experience for their customers. With custom documents, you'll be able to create your own branded documents tailored to your business requirements. We have self-service options that are currently available in our environments when it comes to creating custom documents. Read more

Hi everyone, My name is Chris Fraser and I'm an Enterprise Customer Success Manager here at TrueContext. Over the past 3 months I've been working on reviewing and improving our onboarding process. With focus primarily aimed internally to date, I'm now shifting gears to look externally at how our clients view onboarding. Today's post is all about feedback and I hope to hear from as many of you as possible with your experience deploying our platform as part of your business transformation projects. Read more

Support Information, including a web address, phone number and email address, can be found in the ProntoForms Settings on mobile devices. By default, this page displays the contact information for ProntoForms' technical support team.  As a best practice step, we strongly recommend customizing this detail to point your end users to your own corporate help desk. Once this is configured, the information will appear in the Settings of the ProntoForms application. Note: Support information can appear Read more

In this post we wanted to highlight some of the ProntoForms resources available to you. If your company has ProntoForms already implemented but is new to you, or if your company is new to ProntoForms and you've been tasked with administering the system – this post is for you! ProntoForms University Login required (same login as ProntoForms Community) Self-paced learning with knowledge checks Familiarize yourself with the ProntoForms system and Basic Analytics through our learning paths Gain Read more

Depending on the size and scale of your organization, managing groups, permissions, and data access can be a very complex task. There are many different ways to provision your users, groups, formspaces, and permissions to ensure that your team has the correct access level to fulfill their duties in ProntoForms while meeting internal compliance requirements.  In this post we'll provide an overview of Users and Groups as well as Permissions.  Users and Groups User Profile Pronto Users can manage Read more

In this day and age, safety, security, and compliance are everything – especially as it relates to your data! Here at ProntoForms, this is always top of mind when it comes to features and functionality. Let's take a look at some of the different security features that you can implement to safeguard your data and that of your customers.  Account Level Security When it comes to maintaining security at the account level, here are a few tips to consider:  Configure a Password Policy Provide users Read more

By now you will most likely have already come across this functionality, but in case you haven't We have recently rolled out an integration with ServiceNow!  Our Customer Success team is regularly talking with our customers and learning about their use cases and business needs. It is not uncommon to hear that a top priority is to not only enhance the productivity of the field service worker, but to increase their satisfaction as well. Our new ServiceNow integration is a perfect way to meet these Read more

ProntoForms offers three levels of documents and customization: standard offering; self-service customization; and professional services customization. You can leverage our standard documents, which is beneficial as they do not require any customization and will accommodate most use cases. These documents will be included in your team and will allow for moderate customization. You can find out more about this option by navigating to the article from our knowledge base in the link below. Read more

While the ProntoForms solution offers a vast number of native connections to many different cloud-based systems, some times the back-end systems you leverage may not be included in our offering. Fortunately, the ProntoForms API allows developers to integrate their back-end systems with ProntoForms. You can leverage the API to update data sources (lookups), manage user accounts, and more. The API uses a RESTful approach to web services. The technologies that you will use to work with the API, like Read more