We want you to be successful with our no-code platform from day one, so we offer a flexible onboarding program that’s personalized to your needs and goals.
Meet your onboarding specialist to discuss your needs and goals. Also learn about the configuration and structure of your Onspring solution(s), including the apps involved and how they are connected.
Learn about the fields types available to you when configuring Onspring apps. Understand how to create new fields, add them to the layout, and group them by sections or tabs.
Understand how to build references between apps to improve visibility and efficiency. Discover how content in one app can fuel processes in another.
Learn how to configure reports to display information in text or chart format. Understand report filters, scheduled reports, export options and temporary report creation.
Learn how to group reports onto dashboards to give users instant access to the data and functions they need. Also learn how to bundle dashboards into functional containers.
Learn how to add users and manage their access to content. Understand roles, groups and the Role Security feature for updating multiple permissions at once.
Learn how to define rules to automatically set or filter list values, auto-create new records, hide entire sections of fields, set date values or require values based on data conditions.
Discuss Admin troubleshooting and maintenance topics. Also meet a representative from our Support team, which will assist you once your onboarding program is complete.
Learn how to use Messaging to instantly alert users when content or tasks require their attention. Understand how to set up reminders based on due dates and other values.
Learn how to auto-generate field values, such as an average rating or overall status. See how you can modify calculations to reflect your workflows and scoring methodology.
Learn how to configure surveys to collect information from internal and external recipients. Understand question types, branching logic and scoring.
Learn how to import historical data into Onspring quickly and accurately. Understand how to set up your data file and load it into your target app.
Onboarding is available to clients and partners only. Not there yet? Request a Demo.
Contact support during business hours at (913) 601-4999