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Kate Hueter

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Activity overview

Latest activity by Kate Hueter
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    Kate Hueter created an article,

    Auto Build Forms

    A quick and simple way to build your forms within the Dropbox Forms editor is use the Auto-Build form. This tool will scan the uploaded PDF recognizing the form fields and surrounding text, using t...

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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 Dropbox Forms Editor

    When creating or editing your forms in Dropbox Forms the majority of your work will be done within the editor. Whether you start by choosing a template from the template library, uploading a PDF, o...

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    Kate Hueter created an article,

    How to Download Form Data to a CSV

    You can use Dropbox Forms to download your data into a CSV file. This feature is only available for paid Dropbox Forms plans.    Team admins can download data from up to 25,000 completed forms. Eac...

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    Kate Hueter created an article,

    Dropbox Forms 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 Dropbox Forms, l...

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    Kate Hueter created an article,

    Viewing your Live Transactions vs your Test Transactions

    When viewing transactions within the Dropbox Forms 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 ...

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    Kate Hueter created an article,

    How to find your Public & Private API key

    To locate your API key, both private and public follow the steps below: Login to the Dropbox Forms portal and click 'API Keys' on the left. Click the 'New Key' button in the upper righthand of you...

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    Kate Hueter created an article,

    Conditional Logic

    Conditional logic gives you the ability to add conditional rules (AKA “if /then” logic) when building a form. To get started follow the steps below.  Once you've added the field component which yo...

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    Kate Hueter created an article,

    HelloWorks Advanced Topic - Shareable Links