NextGen Dynamic Form Help Page
The NextGen Dynamic Form Help Page allows you to view, manage, and organize your Dynamic Forms environment, including Organizations, Users, Forms, and Workflows.
Key Topics Covered on the Help Page:
- Organizations / Departments – Manage organizations, settings, and user accounts.
- User Accounts & Permissions – Create accounts, set access levels, and enable multifactor authentication.
- Forms Management – Build, edit, and organize forms, including notifications, rules, and workflows.
- Queues & Processing – Review, process, and manage submitted forms.
- Workflows & User Groups – Configure routing rules and manage user groups for approvals.
- Integrations & Payments – Set up SSO, payment gateways, APIs, and data connections.
- Reporting & Security – Access reports, manage data, and ensure compliance.
Get Started
Visit the NextGen Dynamic Form Help Page for step-by-step instructions, image tutorials, and detailed guidance on using Dynamic Forms.