Managing Pages and Forms

In this category of videos, you’ll learn more about how to manage pages and forms within the policyIQ application. Great for Advanced Users who will be responsible for creating, editing or managing content.

Page Creation & Structure
Create a new page and explore the various sections of a page.
Take a complete look at how to format data and import it to create pages.
Importing Content
Using Form Bundles
Learn how to create and issue form bundles.
Editing Pages
Learn the basics of editing pages in policyIQ.
Make updates to content by exporting data and re-importing with changes.
Importing Content Updates
Issuing Forms
Take a look at how to issue forms.