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Clara Siegele

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Activity overview

Latest activity by Clara Siegele
  • Clara Siegele created an article,

    Signature Element

    The Signature element allows the user to sign the form using the touch screen or mouse of their device. View more information about Form Element Types.    Properties Property Required Type ...

  • Clara Siegele created an article,

    Camera Element

    The Camera element allows the user to take a photo using native camera functionality (or select an existing image) if the device is supported. View more information about Form Element Types.    Pro...

  • Clara Siegele created an article,

    Checklist Element

    The Checklist element allows the user to select a single option from a list displayed as buttons and also optionally enter notes and add attachments. View more information about Form Element Types....

  • Clara Siegele created an article,

    Files Element

    The Files element allows the user to upload an array of files from their device. View more information about Form Element Types.    Properties Property Required Type Default Description...

  • Clara Siegele commented,

    Hi Rebeka,  An article has also been added with those instructions: https://www.civicoptimize.civicplus.help/hc/en-us/articles/6935415379607-Administrator-Approvals Thanks!

  • Clara Siegele created an article,

    Administrator Approvals

      Overview Users who are set as Administrators on the Approvals solution will be able to access all current and past approvals, including ones that were conditionally skipped. Administrators are a...

  • Clara Siegele commented,

    Hi Rick,  Apologies for the confusion and thanks for bringing that to our attention. A step was added to the article for assigning the appropriate team members to the Owner role before adjusting th...

  • Clara Siegele created an article,

    Enable Data Manager on Forms

      Overview If you have Data Manager enabled for your account, then you will first need to choose what forms you want to use. Once the form has been selected, CivicOptimize will start storing any n...

  • Clara Siegele created an article,

    Account Overview

      Overview The Account menu contains a summary of your Profile, Retention Policies, Data Manager forms, and Usage.      Profile The profile section displays your Team Member details, and the curr...

  • Clara Siegele created an article,

    Create an Owner Role

      Overview CivicOptimize accounts created after May 20, 2022 will have the Owner role as one of the default roles on their account. Any accounts that existed before that date can create an Owner r...