Support

Getting Started

• How to add a process form to the Dashboard
• How to add a signature to your user account
• How to show your company logo on a form

User Set-Up

• How to add a signature to your user account

Building Process Forms

• Workflow
  • How to delete a status level from a workflow
• Field Groups
  • Articles coming soon
• Process Fields
  • How to show a reference field column in the field dropdown

• How to add a process form to the Dashboard
• How to copy a process and import
• How to delete a status level from a workflow
• How to show a reference field column in the field dropdown

Record Management

• How to download and import records
• How to filter process records by date
• How to print a single record in HACCP Records
• How to print multiple process records

System Management

• How to view your file storage limits

Mobile App

• How to add a photo on a mobile device
• How to make a form show in the mobile app

Showcase

• Articles coming soon

FAQs

• Can we export our data?
• How do I submit a support ticket?
• What are your security practices?
• What is the backup process?
• Where is HACCP Records hosted?

Billing and Invoicing

• Articles coming soon