Informed 365

Applying Translation to Form Templates

Opening and Closing Forms

How to Create a New Form Template

Manually importing data to SAQs

Applying customised Form Instructions on a Form Template

Available Question Types

Question Notes

Form Notes

Table View (Download SAQ responses to CSV)

How to Disable Answers for Specific Question Fields

Outstanding Supplier Actions: Manual and Automated Email Sending

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We acknowledge and respect the traditional custodians on whose lands we are fortunate to live and work and we pay our respects to all Elders past, present &amp; emerging.

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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