Top Articles
Highlighted Features
- Workflow Types: Complete (Prompt and Notify)
- Workflow Types: Accept/Decline
- Vendor Management
- Exception Tagging
- Photo Flagging
- Conditional Fields
Top Support Articles
Mobile Guides
Android Guide
- Installing FotoNotes for Android
- Creating Projects on Android
- Taking Photos & Adding Captions (Android)
- Required Questions, Photos & Comments
- Deleting Photos
- Changing a project's Status
IOS User 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
Managing Users
- Forgot Password (Reset Password)
- Setting whether user receive email notifications
- User Roles
- Adding Users & Roles
- Edit Users & Limit Access to Types and/or Saved Views
- Changing User Passwords
Managing Types
Admin Settings
Managing Templates
- Managing Templates - New
- Creating Templates
- Adding Sections to Templates
- Adding & Editing Fields
- Field Keys
- Field Types
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
- Editing Views & Changing the Role
- Advanced Search: Saving a View with Roles
- Dashboard
- Searching: Simple Search and Advanced Search
- Exporting Search Results
Vendor Management
- Clients can give vendor users "admin" permissions to projects they create
- Clients can give vendor admins, admin access
- Pausing a Vendor
- Custom Email on Vendor Invitation
- Adding and Connecting Vendors
- Editing Vendors
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
- Copying Photos when Copying Projects/Work
- Attaching work to a property
- Creating a property and new work
- Creating New Work
- Assign Work
- Sharing Work & Permissions
Activity Log
Vendor Guide
Vendor Basic Admins
- Creating Views for Vendor Admins
- How to Access Archived Work & Create a View
- Vendors: New Updates (Dashboard, Search, Views)
- Users can control email notifications
- Changing Your Password
- Create a Field User