General information and overviews

If you're interested in using ClearForms or just getting started, you can find information here on our terminology, security, Open Data, and find out generally how our software works.

16 articles in this collection
Written by Stephen Corwin, Catherine Geanuracos, and Jasmine Burns

How ClearForms works

Learn about what ClearForms does and how it can help your government

Written by Stephen Corwin
Updated over a week ago

Training resources for ClearForms users

Learn about the resources ClearForms provides for its admin users

Written by Catherine Geanuracos
Updated over a week ago

The Start page: What does someone see at the beginning of a ClearForms process?

See examples of how constituents start using workflows you've created on ClearForms via the "Start" page

Written by Stephen Corwin
Updated over a week ago

Can the public search for specific information within a workflow?

Overview of how Public Data Search works, including the difference between Exact and Contains search options

Written by Catherine Geanuracos
Updated over a week ago

What different user Roles and permission levels does ClearForms support?

Overview of the different levels of applicant, administrative, and Team access on ClearForms and how Roles are used

Written by Stephen Corwin
Updated over a week ago

ClearForms Glossary

Definitions of ClearForms-specific terms and concepts

Written by Jasmine Burns
Updated over a week ago

What status emails does ClearForms generate automatically?

A list of the emails that ClearForms software creates automatically

Written by Catherine Geanuracos
Updated over a week ago

Open Data, Data Ownership and Transparency

What is open data and why does ClearForms have it?

Overview of the Stats tab on ClearForms Start pages

Written by Catherine Geanuracos
Updated over a week ago

Who owns the data collected on ClearForms?

All data on the ClearForms platform belongs to the government that created the workflow on which it was gathered

Written by Catherine Geanuracos
Updated over a week ago

How do I determine what information is visible to applicants and included in public Stats and individual process Activity pages for a workflow?

What do Open Data settings on each field do: show/ hide information to Applicants, on the Stats page and public-facing Activity pages

Written by Stephen Corwin
Updated over a week ago

Pricing, Billing, and Subscriptions

How much does ClearForms cost?

FAQs about ClearForms pricing and credit card processing fees

Written by Stephen Corwin
Updated over a week ago

Can I use ClearForms without paying for a subscription?

Overview of our free trial period and what's included in our monthly subscription plans

Written by Catherine Geanuracos
Updated over a week ago

Security

How does ClearForms keep government data secure?

Find out how ClearForms stores and protects your data and learn about our security practices

Written by Catherine Geanuracos
Updated over a week ago

Is ClearForms PCI Compliant?

How ClearForms handles payment processing

Written by Catherine Geanuracos
Updated over a week ago

Account setup and management

How do I set up up an admin account on ClearForms?

Set up your admin (government) account on ClearForms

Written by Catherine Geanuracos
Updated over a week ago

How can I change my account email address, name, and/or password?

Have you changed your name or been issued a new email? Here's how to update your account

Written by Catherine Geanuracos
Updated over a week ago