How Tos

1. Go to the signup page by clicking on the signup button
2. Enter your email and a password to signup
3. Enter your company information and click Save
4. Once the data is saved you will be redirected to your newly created dashboard
To sign up click here

You can add users using the add single user function or the add bulk users function

To add a single user
1. From your dashboard click on 'Add user'
2. Provide the user's first name, last name and email
3. Select the role for the user (either admin* or user**)
*Admin users have access to the admin dashboard and can create forms, add and manage other users
**Users have access to their account and forms assigned to them

To add bulk users
1. Download the quicksignapp bulk users xls template on the add users page
2. Add the user's first name, last name, email and role in the columns provided in the template
3. Upload the template
4. Cross check the information provided and click create accounts

Account passwords are automatically generated and sent to the user's email provided

1. From the dashboard click on the create form button
2. Provide a form title and description for the form. Form titles are required, descriptions are optional but recommended
3. To add a question, click on the add question button
4. Select the response type needed for the question using the drop down
5. For response types with options (such as multiple choice and checklist) provide options in the window provided using the add option button
6. Preview your form as you generate questions
7. Save your form

Form controls determine how your form behaves

The schedule determines how often the form should be available
Once Will allow the user access to the form only once
Daily The form will always be available to the user
Weekly The form will be available weekly
Monthly The form will be available monthly

When selected this will show users assigned to form who have not submitted a response

This control submits the user's response as an anonymous user. The user is made aware their response will be submitted anonymously

Alerts are added to the form to create both a user alert and an admin alert notification (for example, if a user selects a response that indicates potential covid-19 symptoms, their QuickSignApp group lead will be alerted via email)
To set alerts
1. Select yes in the form controls options
2. Specify the alert triggers in the alert window on the right when alert is set to Yes
3. Select the response type or option that should trigger the alert
4. Select whether an alert is shown to a user and what message is shown (This is will show when user finishes answering the form)
5. Select if an email should be sent to admin or a group/team leader (For group/team leader email alerts, the user must be in a group)

Note that alerts cannot be added to Checklist response types but to can be added to Checklist with Yes/No options

Groups/teams are sub-groups within your users that can be assigned to forms in bulk and monitored by group/team leaders
1. Click on the Create Group button at the dashboard
2. Specify a group/team name in the title
3. Add users to the group by clicking on the Add user button besides a user's name
4. From the users added, make a member a group/team lead by clicking on Make lead

1. Go to forms on the dashboard
2. Select edit form
3. To add a users find the user from the list of Users not assigned to form and click on Add to form
4. To remove a user's access to form find the user from the list of Users assigned to form and click on Remove user

1. Go to groups on the dashboard
2. Select edit group
3. To add a users find the user from the list of Users not in group and click on Add to group
4. To remove a user from group find the user from the list of Users members or Group leads and click on Remove from group

1. Go to forms on the dashboard
2. Select edit form
3. To add a group find the group from the list of Groups not assigned to form and click on Add to form
4. To remove a group's access to form, find the user from the list of Users assigned to form and click on Remove user

1. Go to forms
2. Select edit for the form you want to sync to google sheets
3. In the list of buttons provided, select Sync to sheets
4. In the popup window provided, sign in to google with the account you want to use
5. Click allow and you will be redirected to a newly created google sheet. If the form has responses (form data in dashboard), QuickSignApp will populate the sheet with the data
6. Share the sheet with teammates who need to see the data

Allow popups if your browser broswer requests
QuickSignApp will generate the google sheet created and populate it in real time as responses are received