Zapier Integration
Startup Guide
Top Articles
Top Support Articles
- Getting Started: Premium Subscription
- Getting Started: Standard Subscription
- Installing FotoNotes for iOS
- Installing FotoNotes for Android
- Forgot Password (Reset Password)
- Glossary of Terms
Best Use Practices & Helpful Tips
Mobile Guides
Android Guide
- Sharing & Assigning projects in the Android App
- Syncing FAQ for Android
- Android 4.1 Updates
- Installing FotoNotes for Android
- Sorting Projects
- GPS and Map View
iOS Guide
- Installing FotoNotes for iOS
- Creating Projects on iOS
- Taking Photos & Adding Captions (iOS)
- Required Questions, Photos & Comments
- Deleting Photos
- Changing a Project's Status
Portal Admin Guide
Data Views
Managing Users
- Forgot Password (Reset Password)
- Setting whether user receive email notifications
- User Roles & Permissions
- Creating Users & Roles
- Edit Users & Limit Access to Types and/or Saved Views
- Changing User Passwords
Managing Types
Admin Settings
Managing Templates
- Multiple Selection Field
- Managing Templates - New
- Creating Templates
- Adding Sections to Templates
- Adding & Editing Fields
- Field Keys
Advanced Workflow
- Workflow Types
- Workflow states to filter projects on mobile
- Setting up Accept/Decline and Complete Workflow
- Email Notifications on Complete and/or Cancelled
- Read only before a certain date
- Allow Reports only on Complete
Searches, Saved Views and Dashboard
- ★ Creating, Arranging and Deleting Views
- Dashboard
- Searching: Simple Search and Advanced Search
- Advanced Search: Saving a View with Roles
- Editing Views & Changing the Role
- Exporting Search Results
Tagging
Vendor Management
- Copying Views to a New Vendor
- Adding and Connecting Vendors
- Editing Vendors
- Adding Documents
- Assign work with coverage areas
- Advanced Search: Saving a View & Exporting
Manager Guide
Import & Export Guide
Archiving
Reports
Reviewing and Editing Work
- Required Fields and Photos
- Changing Statuses
- Photo Manager
- Photo Editor
- Viewing Azimuth, Elevation, and Elevation Angle
- View, Search & Sort by the Status Last Updated Date
Creating and Assigning Work
- Web App: Creating New Work
- Assign Work
- Sharing Work & Permissions
- How to Copy a Project
- Setting Customers & Managers
- Copying Photos when Copying Projects/Work
Activity Log
Vendor Guide
Vendor Basic Admins
- Getting Started as a Vendor
- Vendors: New Updates (Dashboard, Search, Views)
- Create a Field User
- Sub-Assigning Work to a Field User
- Changing Your Password
- Users can control email notifications
Contactless Self-Inspections
Contactless Self-Inspection Guide
- Adding Signatures to Contactless Self-Inspections
- Creating Saved Views for Sent and Not Sent Contactless Self Inspections
- Contactless Self-Inspection Instructions for Existing Clients
- Contactless Self-Inspection Instructions for New Customer and Trial Users
- How to Create and Send a Contactless Inspection (for FotoNotes admin user)
- How to Complete a Contactless Inspection (for Resident/Mobile User)
FAQ Section
Release Notes
Conserving Battery Life on iOS
FAQ Video Tutorials
Highlighted Features
- Workflow Types: Complete (Prompt and Notify)
- Workflow Types: Accept/Decline
- Vendor Management
- Exception Tagging
- Photo Flagging
- Conditional Fields