The Cargosnap Web App

Files

• Create your own reference labels
• Create a file from the platform
• Close a file
• Remove or delete a file
• Use the "Quick-link"
• Delete a Snap or Form
• Change the reference of a file
• How to add information to an existing file
• Downloading photos and other uploads
• Merge files
• Move a snap or form to another file
• How can I search and find a file?
• How to edit files from the platform
• Upload pictures from your phone or PC
• Navigating your file: filters and organization

Sharing

• Share a file with your own logo on the page
• Use Contact Lists
• Define the subject line of your sharing e-mails
• How to generate a report
• Exclude uploads from your shares or reports
• Automatic sharing to your customer
• How to create a free Viewing Account
• Auto-share everything
• Incoming share rules

Platform users & devices

• Permissions for platform users
• How do I add another user?
• Restore a deleted user
• How to reset a password for a platform user
• The "Viewer" user role
• Re-register a device
• How to remove a user
• I need more devices, how can I upgrade?
• User roles explained
• Unable to add a new user

Workflows

• Using workflows
• Group your workflows together
• Move entire workflows to another file
• Adding Actions to your workflow
• Validate data that gets collected
• Build your Workflows

Forms

• How to export your submitted forms to Excel
• How to build a Form
• How to submit a form from the Platform
• Converting Time Zones in Excel
• Hidden fields, or "Conditional fields"

Personal settings

• Set your personal preferences
• Enable notifications
• How to adjust the language on the platform?
• Enable Single Sign On (SSO) with Microsoft Azure AD

Fields / Labels

• Using seals
• Understanding and using fields
• Using Geofence

Teams

• Filter by team
• How to use Teams to manage sites, teams, or customer-specific operations