Profile Features

Personal Details

Fill out your personal details: First Name, Last Name, Email, and Phone Number. You can change and update any of these details at any time. Changing email will bring you to a separate subpage and will require you to confirm the change with your password.

You can also personalise your details by uploading a profile image, creating a more individualised user experience. Remember that when somebody is searching for existing accounts, the forename, surname and profile images will be displayed.  

Company Logo

Directly below the profile image fields, you can upload your company logo. This allows you to display your own brand within your forms & reports. Find out more about branding your forms.  Ensure the dimensions are Height: 200 pixels and Width: 200 - 600 pixels for optimal display.

Username and Password

If you need to update your login credentials, you have the option to change your Username and Password here. Keep your account secure by setting a unique strong password that you are not using within any other service.

A username is not required, you can always login using your email address as your username. NestForms will require you to confirm the change with your current password.

Company Information

Enter your Company Name and complete address details, including Postcode/Eircode/Zipcode. Accurate information helps in invoice generation and other communications.

Time Zone

Select your Time Zone to ensure that all timestamps align with your local time, making it easier to coordinate with your team and clients.

Date Format

Choose your preferred Date Format to make sure all dates are displayed in a manner that is familiar to you.

Invoice email option

You have the option to receive a PDF Invoice for your account activity. This feature is perfect for maintaining thorough financial records. 

Additional invoice email address

If the Include PDF attachment above is ticked, then you can set an additional email address(es) where you want NestForms to automatically send the invoices.

File Storage Warning Emails

Enable File Storage Warning Emails to receive alerts when you're approaching or have exceeded your storage limits. You can also choose not to use this feature if preferred.

Reference Code

Your unique Reference Code is displayed here. This code is used when you want to use the Member Reference code within the Prefilled Response Title.

Discoverability

Enable or disable the ‘Discoverability’ option via the checkbox. When enabled, your profile can appear in search results and suggestions, making it easier for others to connect with you on NestForms.

VIP Sections trusted domains

Manage your trusted domains within the VIP sections and add other domains as needed. You would need to set this up if you want to see the data in your own website within the iframe.

Keep unfinished web Responses

Use the dropdown menu to select how long you want to keep unfinished web responses. Options range from a day, week, month etc to forever, depending on your project requirements.

Don’t forget to press the green Update button to save your new details or for any changes you need to make.

Subscription Information

You can view your current subscription plan and upgrade or downgrade if necessary.

There’s also an option to view and add Additional Paid Modules to your current subscription plan for enhanced functionalities which you can enable or disable as required. 

An Invoices field will appear once you have previously made subscription payments. From here you can download all previous invoices.