Resources
Below you’ll find the latest training videos and knowledge articles from our team.
In-Form Safeguarding
Find out more about In-Form Safeguarding - the features and how they can help you to track and sign off safeguarding issues easily.
In-Form Reports and Dashboards
Discover the power of In-Form's 180+ out-of-the-box reports and dashboards, that provide you with impactful and valuable data.
In-Form Demo
See what In-Form can do for your organisation in this short video. Get in touch to discuss your requirements and start your digital transformation journey now.
Housing
In-Form Housing
See how In-Form Housing simplifies the management of your housing stock, giving you quick access to vital property information.
Installing Authy for In-Form
This video will show you how to enable MFA for your user access to In-Form.
In-Form Summary Reports (Classic)
Summary Reports are one of the most common and useful reports you will create in In-Form. This demonstration shows how to create this Report, how to choose the right Report type, how to Add Filters, as well as selecting and adding information to ensure you get the right report for you.
In-Form List Views (Classic)
How to Create a List View. List Views are a powerful but simple way of filtering information from an area of In-Form. In this demonstration we show how to create a List View, add simple filters, and what needs to be considered when creating a list view.
Lightning Reporting before creating a report
Watch this video before creating a report.
How to create a summary report
This video will show you how to create a summary report. The also includes, selecting a report type, how to save, removing & adding columns, re-ordering columns, sorting, filtering and grouping.
How to export a report to Excel
This video will show you how to export an In-Form report to Microsoft Excel
How to edit an existing report
This video will show you how to edit an existing report.
How to create and edit a new list view
This video goes through how to create a new list view, how to pin a list view and how to edit a list view you have created
Book a Demo
Our team would be happy to arrange a no obligation demo of the system for you, so you can see how In-Form can help transform client management in your organisation.
