Workbench Support

To create a new user in Upvise; 1) Purchase an Upvise licence for the user (see: How do I add a new licence?) 2) Assign an Upvise licence that you h...

Yes, PDFs are synced from Upvise to Workbench for specific configurations. Form PDFs linked to Contacts, Equipment, Jobs, Job Tasks, and Projects will sync ...

When exporting forms as PDFs in Upvise, customisation options are available globally or individually for specific forms. Here’s a detailed guide to help you...

If your project is appearing in the "Not Started" list in Upvise, it’s likely due to the project’s start date configuration. Here’s how this works...

To notify someone when a form is submitted, you need to configure the notification settings based on whether the form has a workflow or not. This notificati...

If you are trying to create a new user in Upvise (see: How do I create a new user in Upvise?), and you find it is not behaving as expected, please see below...

Overview In Upvise, users can reset their passwords either by using the "forgot password" function or through administrative actions by Upvise Ad...

To restrict notifications to only the project owners in Upvise, you can follow these configuration steps. This ensures that only the relevant project owners...

You can customise the columns displayed in the list view of your submitted forms in Upvise for individual templates. Follow these steps: Navigate to the F...

Upvise provides a variety of applications such as Contacts, Projects, Equipment, Jobs, and Forms. If you've accidentally or intentaionally deleted an it...