Thank you to all of our customers and prospects who were able to attend our recent Ask Us Everything webinar.
Again, lots of great questions (and answers) which I am sure many of our Community members may benefit from.
A reminder that you can also ask anything, anytime right here in the TrueContext Community, don't be shy!
The next Enablement Webinar will be our March Onboarding Primer. The date has not been confirmed yet but typically our webinars
are occurring the 3rd week of the month. Please check the TrueContext Event calendar next week exact date in March.
https://truecontext.com/resources/events/
Summary: Questions and Answers:
Can changes be made to a form after submission?:
Rasangi Disanayake discussed enabling the "send for edit" feature to allow form modifications after submission.
Who can edit the form after submission?:
Erika Lapenat emphasized that only the form submitter could make edits, ensuring data integrity in compliance-heavy environments.
What are the implications of enabling form edits?:
Dave Casal Del Castillo advised considering the implications, especially if the forms involve price agreements or signatures.
How can the mobile form be customized?:
Dave Casal Del Castillo noted that forms could be branded with logos and can even be white-labeled.
Can the output documents be customized?:
Erika Lapenat discussed the customization options for outputs such as invoices, matching company colors and style.
Are there branding options in TrueContext?:
Erika Lapenat mentioned various branding options from color customizations to adding logos.
How can Drel expressions be used?:
Rasangi Disanayake explained the use of Drell expressions to populate the username in a destination. She shared essential syntax and further learning resources.
Can photos, sketches, and signatures be hidden in the document output?:
Rasangi Disanayake elaborated on an option within document configuration that allows disabling the display of photos, sketches, and signatures in the output.
Can TrueContext generate multiple documents based on form submissions?:
Dave Casal Del Castillo and Erika Lapenat discussed TrueContext's flexibility in generating documents for different recipients.
Are there API integration capabilities in TrueContext?:
Graydon Gardner addressed the powerful API integration capabilities, notably the dispatching endpoint.
Can repeatable sections be created in forms?:
Rasangi Disanayake and Erika Lapenat confirmed this and mentioned the availability of information on this feature.
How are feedback forms utilized?:
Dave Casal Del Castillo discussed the use of feedback forms to involve end-customers or subcontractors in the workflow.
Are there public accessible forms available?:
Erika Lapenat confirmed the availability of such forms, sharing the example of using QR codes for on-site sign-in or customer feedback.
What's coming up in terms of features?:
Erika Lapenat mentioned the upcoming Community feature - Workflow Libraries that will provide industry-specific workflow examples.
Summary
The event provided an in-depth discussion on True Context's advanced features, integration capabilities, and customization options. The panelists gave comprehensive insights about using True Context for better form and workflow management, addressing many audience queries and unveiling the exciting upcoming Community feature - Workflow Libraries.
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Stu Rathbone
Director - Support & Enablement
TrueContext
Email:
community@truecontext.comWebsite:
https://www.truecontext.com------------------------------