Popular Articles
25-Q4-S3 11/20/25
Add New Charts from Analytics You can now create a new chart directly from the Analytics page—no extra navigation required. External Form Submissions You can now add attachments to external form submissions. Event Date Filter The Form Dashboard now ...
Assigning a task to a user
Who can assign a task Any user can assign a task to a Contributor when the form is a draft. Form Owners can assign tasks to Investigators or Observers after submission. How to assign a task Tasks can be assigned in two different locations: Directly ...
Approving or Rejecting Changes in a Manual
Who Can Approve or Reject Changes? Only users assigned as Manual Administrators can approve or reject Change Requests. Steps to Approve or Reject Changes Notification of Completion Once Baldwin completes a Change Request, a notification is sent to ...
What can I search for in the top search bar?
What is it? The search bar at the top of every page in Baldwin allows users to search for helpful items in their portal. What can be searched? Depending on their role, users can search for the following items: All Users: Can search for Form ...
Switch Between Multiple Portals
If you're a user in more than one Baldwin portal, you can easily switch between them using the Organizations option. Click your name in the top right corner of any Baldwin page. If you have access to more than one portal, you’ll see an ...