Help Center

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Index: Help Center

Index: Help Center

This index provides an overview of our Help Center. Here you will find the description of sections and articles, helping you locate the necessary information and instructions more quickly.

  1. Getting Started

    • A. Introduction to Coletum

      • Welcome to Coletum!

      • Coletum Virtual Assistant

      • Contact us | Support channels

    • B. Practical First Steps

      • Coletum Glossary

      • How to create a free Coletum account?

      • Getting started guide: Main menu and interface

  2. Form Management

    • A. Getting Started Guide: Introduction to forms

    • B. Creating and Managing Forms

      • How to create a form?

      • How to edit a form?

      • How to organize the order of questions in the form?

      • How to share a form with a public link?

      • How to manage forms by categories?

      • How to duplicate a form?

      • How to disable a form?

      • How to delete a form?

    • C. Field Types: Creating Your Questions

      • Getting started guide: Introduction to fields

      • Global field settings

      • Field Library

        • Text Field

        • Number Field

        • Multiple Choice Field

        • Single Choice Field

        • Date Field

        • Time Field

        • Email Field

        • Phone Field

        • Website Field

        • Rating Field

        • CPF Field

        • CNPJ Field

        • Location Field

        • Address Field

        • Postal Code Field

        • Monetary Value Field

        • Range Field

        • SSN Field

        • Consent Field

        • File Field

        • Image Field

        • Group Field

        • Section Break Field

  3. Fillings

  • How to respond to a form?

  • How to edit a filling?

  • How to view the fillings of a form?

  • How to view and export a filling in PDF?

  • How to delete a filling?

  • How to fill in coordinates in the form?

  1. Coletum App

    • A. Requirements and Installation

      • Minimum requirements and recommendations

      • How to install Coletum on a mobile device?

    • B. App Features

      • How does the Coletum App work?

      • How to respond to forms in the Coletum App? (new!)

      • How does the “Save as Draft” option work? (new!)

  2. Account and Team Management

    • A. User and Account Data

      • How can I reset my password?

      • How do I update my user data?

      • How do I update account data?

      • How to identify the account owner?

      • How to update the account owner?

      • How to create a new Coletum account with an existing user

    • B. Team Management and Permissions

      • How to add a new user?

      • Access transfer between collaborators

      • How to change the user profile type?

      • Managing access permissions

      • How to delete a user?

  3. Plans and Subscriptions

    • How to subscribe to the Coletum plan?

    • How to change my current plan?

    • How to update tax data?

    • User upgrade

    • Storage upgrade

    • API request upgrade

  4. Storage and Data Usage

    • Managing account usage limits

  5. Data Export & Integrations

    • How to export my data?

    • How to export a blank form to PDF?

    • Integration with other tools (via API)

    • How to integrate Coletum with Power BI? (new!)

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