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Kate Hueter

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Latest activity by Kate Hueter
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    Kate Hueter created an article,

    Locating a Transaction

    If a user is looking to find a specific transaction within their 'Sent' page they're able to use the 'Search' functionality. Users can search by by participant name, email, and form name. For a lar...

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    Kate Hueter created an article,

    Introducing the New HelloWorks Editor

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    Kate Hueter created an article,

    Navigating the HelloWorks Editor

    To create your forms in HelloWorks the majority of your work will be done within the editor. Whether starting by uploading a PDF or from scratch using a blank form users will have the same options ...

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    Kate Hueter created an article,

    How to Download Form Data to a CSV

    Once forms have been filled out the data in them may sometimes be best managed within a CSV file, allowing users to analyze responses efficiently and get more out of what's requested from their par...

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    Kate Hueter created an article,

    HelloWorks Terms

    While there are many universal words and phrases across platforms when starting with a new tool there are always a few terms which should be defined. As you're getting started with HelloWorks, look...

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    Kate Hueter created an article,

    Template Library

    The template library is a list of commonly used documents which will help to cut down on time spent creating workflows, with the components already placed and mapped! When creating a new workflow u...

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    Kate Hueter created an article,

    Getting Started w/HelloWorks - On Demand Webinar

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    Kate Hueter created an article,

    Pre-Filling Data with Form to Form Mapping

    Form-to-form mapping is a way to copy repetitive data from one form to the next. For example, if you have a workflow that includes several forms which require the participant's mailing address, for...

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    Kate Hueter created an article,

    HelloWorks Advanced Topic - Pre-filled Data

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    Kate Hueter created an article,

    Viewing your Live Transactions vs your Test Transactions

    When viewing transactions within the HelloWorks portal users have the option to view live transactions or test transactions. To switch between the two, click on the Sent tab within the lefthand men...