We have added the ability for you to number your submissions both on the account and app level
(PDF header example)
Label: this can be any label you wish to give your numbering which you will see is defaulted to “No.”
Submission Number Length: this is where you can set the padding for leading zeros. You will see the example given of 5 which will start your numbering at 00001. *Note – the maximum length is 8
Year, Month and Day Prefix: you can select one or all of these options to be added to the beginning of your numbering scheme
Other Prefix: you can add your own prefix by its self or in conjunction with the options mentioned above.
Suffix: you can add any suffix you would like to see at the end of your numbering scheme.
Include in Email: we have given you the option to add your unique numbering scheme to the subject line and body of the email as well as file name of the GoCanvas generated PDF.
At the bottom of the screen you will see “Next Submission Number” and the option to reset the submission number. When you click in the check box you will be given the option to select a number that you would like the submission numbering to start over at. This is handy if you are testing out this functionality and would like to try multiple options before fully going live with your numbering scheme.
Once you have set the parameters for your unique numbering click “Update” at the bottom of the screen.
Unique Numbering Scope gives you two options: “Each User” and “Current GoCanvas App”.
For the Each User option you will have a unique number from each submission from each user.
Example: once set up if you have Bob, Tom and Sally all completing submissions for this app they will each start off at 1 and progress every time they complete a submission.
For Current GoCanvas App you will have the numbering increment for each submission.
Example: if Bob is the first to complete a submission he will be 1, Sally completes the next submission and that will be 2. Then Tom completes a submission which will be 3.
Once you have your numbering configured click update and your next submission will include your numbering scheme.
*Note – there is no need to “Refresh Apps” on your device. Once you update the numbering you are set to go.
Now when emailing your GoCanvas generated PDF you can select a “From” email address from any users email in your account instead of having them come from email@example.com.
This can be done on both the Account level so all emailed submissions across all apps will come from the selected address or on the App level so you can set separate addresses for each app.
Now all emailed submissions from any App in your account will come “From” the selected address.
Now the next emailed submission from that app will come “From” the selected address
*Note – if you set the custom email on the Account level and then set a different address for one of your Apps the App address will be used instead of the account level address selected for that specific App’s submissions. Also, there is no need to “Refresh Apps” on the device.
Bulk Deletion of Submissions:
We have added the ability for you to delete more than one submission at a time.
*Note – once a submission is deleted you will no longer have access to the data from the submission. So make sure you really don’t need that submission before deciding to delete!
If you are a Sales Associate and wish to copy an App to an account you manage:
At the bottom of the page you will see a few extra options:
Once you have selected the accounts you wish to place a copy of the in click “Copy”.
To set up:
You will now be presented with options for when to send the email, the start date for sending the email and the range that you wish to be emailed.
Once you have made your selections click schedule and you will receive a zipped CSV copy of the submission data for that App on the scheduled start date.
If you have any issues or need assistance setting up this or any of our features please don’t hesitate to contact us.