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Setting up your new Digital Forms Everywhere account.
On registering a new account and validating the email address 2 emails will be sent.
1. Welcome Main Account
and
2. Please accept this invitation for you to register as an account member to use Digital Forms Everywhere
Depending on your organisation structure here are the steps to allow for a smooth setup.
It is suggested if the account will be managed by the owner that another account be registered to act as a Manager Account, if the organisation has an internal IT, they should create a manager account.
To create a manager account, forward the email:
Please accept this invitation for you to register as an account member to use Digital Forms Everywhere
And have them register an account, once validated login in on the owner account and change the new management account to Account Manager and save.
The Account Manager will now have all privileges except to upgrade the account to higher form slots.
The first task is to set up the Outgoing Email Notifications within the Manage Account dropdown window
Enter the name to be displayed on outgoing emails
Enter the email address be displayed on outgoing emails (this needs to be a valid email address)
Save the information
Send the verify email address to start the process
On receiving the verification email open the link to use the 818 Software mailer
Once validated a green tick shall be displayed
Log back in and click on the Verify button again.
Establishing staff accounts.
Within the Staff Manager use the Invite a new user. to send staff an email to allow them to register a staff account.
Form Creation or assignment.
When creating a form for the first time do not assign a user for the form until all users have registered.
NOTE: Every time a form is assigned all users are emailed so it is advised to wait until all staff that will be using the form have established their staff account, so a mass assignment can easily be performed.