iCapture is designed for capturing data on a mobile device like a tablet or smartphone. We will work on a Windows 8 PC with a touchscreen monitor (or by using the mouse and clicking on screen buttons).
When using one of the iCapture integrations there are 2 distinct steps that must be done.
- Step 1 - You must create your integration so iCapture can communicate with your email or CRM service. This step only needs to be done once in your iCapture account unless you delete it.
- Step 2 - You must then make the list assignment in each of the questionnaires that will be using the integration and map your data fields to ensure the data is sent over in the correct format.
Documentation is provided below for your specific integration.