Atlan Support

Integration 5

• Using data catalog with Tableau
• Using data catalog with Power BI
• Frequently asked questions
• Using data catalog with Microsft Excel
• Using data catalog with Jupyter Notebook

Atlan Resources 6

• Setup a Data Source Connection
• How To Invite New Users On Atlan
• How To Create Groups Inside Atlan
• How to Broadcast a message on Atlan
• How To Unlock An Atlan Account

View all 6

Creating a Form/Survey 15

• How to Use a Form Template on Collect
• What do Different Fields in the Questions Mean
• How to Copy an Existing Question Within a Form
• How to Download a Form from Collect Web
• How to Publish a Form on Collect

View all 15

Question Types and how to Use them 21

• How to Use Image Geo-Tag Question on Collect
• How to Use an Image Question on Collect
• How to Use a Section Break on Collect
• How to Use a Signature Question on Collect
• How to Use a Note Question on Collect

View all 21

Adding Validations and Conditions 5

• How to Add Conditions to Form Questions
• How can I Repeat a Question
• Understanding Location Accuracy: What Low, Medium, and High Accuracy Mean
• How to Add Validations to Choice Questions
• How to Add Limits to Numerical Questions

Form Settings 5

• Editing the Form Title and Description
• How to Delete a Form on Collect
• How to Unpublish a Live Form
• Using Audio Audits on Collect
• How to Check the Status of a Form

Other information 1

• Best Practices for Geography Baseline Upload on Collect

How to get started with Collect 7

• How to Create and Publish a Form on Collect
• Glossary: Understanding Collect
• How to Verify your Collect Web Account
• FAQ: I Didn't Receive My Account Verification Code
• How to Log into My Collect Web Dashboard

View all 7

Frequently Used Terms 4

• What is a Form?
• What is a Template
• What Does "Device" Mean on Collect
• What Does "Response" Mean on Collect

Other Information 1

• Which Browsers Are Compatible With Collect

Troubleshooting - Accessing Your Account 1

• My Collect Account is Not Loading. What Can I Do?

Sharing your form with users 4

• How Can I Share a Form with My Field Staff
• How Can I Share a Form with a Team
• My Field Team did not receive an SMS inviting them on Collect
• How to Add a Data Collector to a Form on Collect

Form Collaboration on Collect 2

• Add New Collaborators to your Collect Account
• Add New Collaborators to a Form on Collect

Managing Field Teams 6

• How to Add a Data Collector to a Team on Collect
• How to Create Multiple Teams on Collect
• What is a Team on Collect?
• How to Create a Team on Collect
• How to Remove A Data Collector or Device from a Team

View all 6

Managing Organization Hierarchy 3

• What is the Difference Between Managers and Members on Collect
• How to Convert a Member into a Manager
• What does the Invitations mean?

FAQs - Devices 4

• What are Devices?
• Which Devices Support the Collect App
• Recommended Devices for Using Collect
• How to Limit the Number of Responses Per Device or Auditor

Other Information 1

• How to Notify Field Team of Updates on Forms

Getting Started on the Collect Mobile App 6

• How to use the Collect Mobile App for Collecting Responses
• How to Install the Collect Mobile App
• How to Access a Form on the Collect App
• How can I Open a Form on Collect App?
• How can I Log in to the Collect Mobile App?

View all 6

Filling and Submitting Form Responses 8

• How to Fill a Form Response on Collect
• Location is not accurate. What should I do?
• How to Fill Different Question Types on the Collect App
• How to Submit a Filled Response on Collect
• How can I View Responses I have Submitted on Collect Mobile App

View all 8

Managing Team Hierarchy on the App 2

• How to Add a Member/Manager to a Team Using the Collect App
• How can I Remove a Member From a Team on the Collect App?

Troubleshooting - Log in 3

• I'm Having Trouble Logging into Collect App. What Should I Do?
• I Forgot My Password for Collect Mobile App
• I didn't Receive an OTP for Collect. What should I do?

Troubleshooting - Accessing Forms and Responses 7

• I Can't See Any Forms on My Collect App
• I Can't See Changes Made to a Form on the Collect App.
• My Field Team Member Can't See the Forms on the Collect App
• My Field Team Member Lost/Changed his Phone. What are my Options?
• Some of My Responses Are Not Syncing

View all 7

Troubleshooting - Answering Questions on Collect App 5

• How to Capture Location Offline With No Internet
• Collect can't Detect my Location. What should I do?
• How to Know how Accurate my Location is
• How to Improve the Accuracy of Recorded Location on the Collect App
• What to do if the Monitoring Dropdown does not Show an Entry

Collect App Settings 8

• How to Check the App Version of My Collect App
• How to Update the Collect App Version
• How to Check the Internet Status on Collect App
• How to Change the Language of Collect App
• How to Change Collect's Screen Orientation

View all 8

Viewing and Downloading Responses 12

• How to View Collected Responses on Collect
• How to Download or Export Data
• How to View and Download Your Responses on Collect
• How to Delete a Response on Collect
• How can I View and Download Images Captured in Surveys?

View all 12

Flagging/Resurveying 4

• What Do the Different Response Tags Mean
• How to View Flagged Responses on Collect App
• How to View Resurveyed Responses on Collect Web
• Flagging Responses for Getting Resurveyed

Google Sheets Integration 4

• Setting Up Google Sheets Integration on Collect
• Removing Google Sheets Integration for a Form
• FAQs: Google Sheets Integration on Collect
• Google Sheets Integration not Working

Overview Dashboard 2

• Summary & Overview Dashboard on Collect
• Understanding the Overview Dashboard on Collect

Accounts and Billing 4

• Collect Subscription Plans and Pricing
• How to Reset Collect Web Account Password
• How to Track Collect Web Account Activity
• How to Cancel My Collect Subscription