Learn how to use active ERPat modules through role-based instructions, standard operating procedures, field legends, standards, compliance reminders, and step-by-step workflows. Every guide is synchronized from the owning module and versioned whenever its instructions change.
Showing 7 of 395 synchronized guides.
Evidence gathered from the current Forms module files — controllers, models, configs, and migrations — before writing these user guide pages.
How administrators keep Forms secure and reliable: permissions, menus, settings, public pages, API surfaces, migrations, and change management.
The routine operating manual for staff who run Forms day to day — the core screens, records, and workflows to use once setup is complete.
A compact reference of the screens, data records, routes, permissions, and supporting files that make up the Forms module package.
Answers to the most common setup, access, workflow, and support questions for the Forms module, with troubleshooting and support guidance.
A practical first-run checklist for enabling Forms, granting the right permissions, preparing your starter data, and training the first users.
Standalone ERPat Forms module: a form builder with custom fields, per-form email templates and hidden fields, public (unauthenticated) form submission with reCAPTCHA + file uploads, submission browsing/import/export, and bulk email blasts to collected contacts. Controllers, models, views, routes, menu, permissions and system logs are owned by this package.