Forms

• About General Ledger Account Numbers

  April 20th, 2022 | 195 Views

  This article provides information about the ability to associate a General Ledger...

  Forms | 1 Like

• Refunding a Payment

  April 13th, 2022 | 131 Views

  After the payment has processed, you have the ability to refund the payment withi...

  Forms

• Restrict American Express

  May 17th, 2022 | 93 Views

  This article provides information on the use of American Express as a form of pay...

  Forms | 1 Like

• Deleting Form Submissions

  August 8th, 2022 | 209 Views

  This article provides steps to delete form submissions. An admin can delete indiv...

  Forms

• Interact with Sample Forms

  August 8th, 2022 | 149 Views

  This article provides the user an interactive experience viewing and testing inte...

  Forms

• The Form Builder

  September 20th, 2022 | 178 Views

  This article provides insight to the Form Builder and contains links to more info...

  Forms | 1 Like

• Review Your Form

  April 20th, 2022 | 158 Views

  Before sharing your form with the public, we recommend “Reviewing” and “Testing” ...

  Forms | 1 Like

• Add a New Form

  September 15th, 2022 | 145 Views

  This article provides steps to add a new form. Here are the steps to add a new fo...

  Forms

• Converting to Draft Mode

  April 20th, 2022 | 108 Views

  A form remains in draft mode until you click “Complete” in Step 3 Review. On Step...

  Forms

• Sharing Your Form

  April 13th, 2022 | 180 Views

  Sharing your form is as simple as customizing the link in Step 2 Configure: Then ...

  Forms | 1 Like

• Viewing Form Submissions

  April 13th, 2022 | 133 Views

  On the Forms listing you can see the number of submissions of each form. From the...

  Forms | 1 Like

• Payments in Forms

  April 13th, 2022 | 191 Views

  To accept payments in OSV HUB forms you must be an OSV Online Giving Customer. If...

  Forms

• Required Fields

  April 13th, 2022 | 82 Views

  Each field in the builder can be required or not. You can adjust this setting for...

  Forms

• Duplicating, Deleting, and Archiving Forms

  April 20th, 2022 | 97 Views

  Duplicating Forms We recommend creating a new form for each new registration year...

  Forms | 1 Like

• Configuring Form Options

  June 27th, 2022 | 210 Views

  After you have completed building your form, you will need to configure the deliv...

  Forms

• Design Elements

  May 16th, 2022 | 152 Views

  There are a few design elements built into forms. The first is a divider line. Th...

  Forms

• Flexible Inputs

  April 22nd, 2022 | 143 Views

  There are many flexible inputs in the form builder and they can be used to create...

  Forms

• Types of Form Groups

  April 22nd, 2022 | 124 Views

  Grouping Fields Together You can create sections or groups within a form by first...

  Forms

• Special Form Fields

  April 20th, 2022 | 160 Views

  In the Forms Builder there are some specially formatted fields such as: Email, ph...

  Forms

• View Forms

  April 19th, 2022 | 101 Views

  Here are the steps: 1. Click on Forms in the menu.2. Click on the View Forms butt...

  Forms | 1 Like

• Introduction to OSV Forms

  May 17th, 2022 | 104 Views

  OSV Forms has been created to make it easy for you to capture form information.  ...

  Forms | 2 Likes

• About Getting Started using the OSV Forms

  September 16th, 2022 | 230 Views

  This article provides an overview of information to quickly get started using the...

  Forms | 1 Like

• Archive a Form

  July 25th, 2022 | 101 Views

  This article provides information about archiving forms. Forms with submissions t...

  Forms | 1 Like

• Duplicate a Form

  July 25th, 2022 | 81 Views

  This article provides steps to duplicate forms. Any form on the Forms listing pag...

  Forms

• Download Form Submissions

  August 24th, 2022 | 124 Views

  This article provides steps to download form submissions. The number of submissio...

  Forms | 1 Like

• Delete a Form

  July 25th, 2022 | 85 Views

  This article provides steps to delete forms. Forms can be deleted if they do not ...

  Forms

• Edit a Form

  July 25th, 2022 | 114 Views

  This article provides steps to edit a form. A form is edited using the form build...

  Forms

• Online Transaction Analysis Report

  July 25th, 2022 | 153 Views

  This article provides steps to run the Online Transaction Analysis report.  This ...

  Forms

• Getting Started with Forms

  September 16th, 2022 | 29 Views

  This article contains links to articles that provide directions on how to complet...

  Forms