^Top Before you begin!

• What browser do I need to access FormsBoard?

• How do I set my browser’s security settings to access FormsBoard?

^Top Managing your account

• How do I create an account?

• How and where do I login?

• Can I login without signing up?

• How can I change my password?

• How can I change my profile?

• What if I have forgotten my password?

• How do I log off?

• Will there be a fee? How long is FormsBoard free?

^Top Managing your Domain

• How do I delete documents from my domain?

• How do I create a new domain?

• How do I manage my domain?

• How do I invite users to join my domain?

• How can I join an existing domain?

• How do I leave a domain?

• What if I want another user to be able to manage my domain?

^Top Managing your “DocTypes” (InfoPath Form Templates)

• How can I create a document type?

• How do I manage my document types?

• How can I customize the document types that appear in my landing page?

• Can I edit the XSN in my document type and save it back to FormsBoard?

• How does Active Directory work in FormsBoard?

^Top Viewing your forms in the browser

• What is FormsViewer?

• How do I add a FormsViewer view in my form template?

• How do I assign documents?

^Top Reusing Public DocTypes

• What are the solutions provided in the Public domain?

• Can I create a document type based from the Public solutions?

• How do I use qForm?

• How do I upload images in FormsBoard?

^Top Searching for documents

• How do I search for documents?

• Can I search using wild cards?

^Top Creating pre-filled forms to speed-up common entries

• What is a FormsBoard template?

• How do I create a template?

• How do I create a template?

• How do I use templates?

• How do I use templates?

• How do I edit a template?

• How do I assign a template?

^Top Browsing your documents using a taxonomy

• How do I browse documents using a taxonomy?

• What is taxonomy?

• How can I create, edit and delete taxonomy?

• How do I tag documents?

^Top Creating e-mail notifications for your documents

• What's the difference between different types of Notifications?

• How do I create a notification?

^Top How do I prevent users from seeing and/or submitting documents?

• What are FormsBoard user roles?

• How are permissions configured by default?

• What are document type level permissions?

• What are document level permissions?

• How do I change/manage permissions?

^Top What is the premium pay-for service? How can I get it?

• How can I obtain a FormsBoard license?

• How many domains am I allowed to create?

• How many users can I add in my domain?

• What are the limitations in creating document types and documents?

^Top Migration Tool

• How to use Document Deployer to import XML documents into your DBXL document

• DBXL Migration Tool User Guide

• Reshred All to Sync with Bulk Edit Tool

• Reshred All to Apply New Document Level Permissions

^Top Bulk Edit Tool

^Top Tutorials

• How to Customize a qForm Solution

• How to set up a submit button to use the DBXL web service

• Submit data to DBXL from a non-InfoPath form

• How to submit using qRules

• Implement Static and Dynamic Queries using QueryDB

• Implement Static and Dynamic Queries using QuerySharePoint

• How to use DBXL Resources

• How to query the Active Directory Web Service

• How to add a FormsBoard link to a completed form in e-mail