Upvise Q&A

How do I modify the PDF format of a form?
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...
Thu, 9 Jan, 2025 at 4:08 PM
How do I change a Job Code in Workbench & related Project Code in Upvise?
Syncing a New Job Code to Upvise from Workbench Workbench provides a utility called wbUtilityChangeJobCode. This procedure updates all records in the da...
Thu, 20 Feb, 2025 at 4:33 PM
Having issues with User Creation In Upvise?
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...
Thu, 9 Jan, 2025 at 3:33 PM
How do I reset a password in Upvise?
Overview In Upvise, users can reset their passwords either by using the "forgot password" function or through administrative actions by Upvise Ad...
Thu, 9 Jan, 2025 at 2:30 PM
How do I restrict notifications to only the project owners in Upvise?
To restrict notifications to only the project owners in Upvise, you can follow these configuration steps. This ensures that only the relevant project owners...
Thu, 9 Jan, 2025 at 1:21 PM
How do I change the columns displayed in my forms lists?
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...
Mon, 9 Dec, 2024 at 12:10 PM
How do I find something that has been deleted in Upvise?
Upvise provides a variety of applications such as Contacts, Projects, Equipment, Jobs, and Forms. If you've accidentally or intentaionally deleted an it...
Mon, 9 Dec, 2024 at 11:45 AM
How do I increase the file size upload limit?
Upvise has a standard 5MB file upload size limit on the web. This limitation is designed to ensure scalable server performance and fair resource allocation ...
Mon, 9 Dec, 2024 at 11:48 AM
How do I change time fields in Upvise to 24 hour format?
Time fields in Forms in upvise are formatted differently depending on the platform: On the Web: Time fields follow the 12-hour or 24-hour format set in...
Mon, 9 Dec, 2024 at 12:36 PM
How do I modify the email address of an Upvise User?
Updating an Upvise User's Email Address If an Upvise user needs their email address changed, you must update this in both Workbench and Upvise to ma...
Thu, 20 Feb, 2025 at 6:23 PM