Below are steps for an Android smartphone, but the steps are identical on the various platforms.

Inviting a Device 

To add a device, you will need to go to the "Devices" page or "Dashboard" and click the "Invite Device" link.

Invite from Dashboard

Invite from Devices Page

If the device you wish to add has a valid email address or phone number, you can send it an invite to connect to your organization. When you're done inputting the device details, click "Invite".

In a few minutes, the device should receive a text message or email. Open the message and follow the link to download the app in the relevant app store. See a sample email below, I've circled the "Organization Key" which you'll require a bit later. 

Alternatively, you can direct the device owner to download Device Magic's Mobile Forms app from the relevant app store. Please search for "Mobile Forms" in the App Store (iOS) and "Forms" in the Google Play Store (Android).

There will be an option to install when viewing the listing, please choose this option. If you already have a version of the "Forms" app, it may ask if you wish to replace it.

Once the download is complete, open the app.

When the app starts up for the first time, you will be asked if you would like to "Create a New Organization" or "Sign in to an Existing Team". If you received this invitation by text/email or created an organization when going through the earlier steps in this guide, select "Sign in to an Existing Team". 

If you'd like to create a new Device Magic account, then click the "Create a New Organization" button, input the required information, and follow the prompts in the email you will receive.

Input the "Full Name" of your device and the "Organization Key". The "Organization Key" can be found within the text message or email you received previously. 

Note: If you're an administrator of the account, the Organization Key can also be found on your dashboard.

Finally, click "Join My Team". The device will then attempt to to contact our servers and join your organization. 

The account administrator (which could be you, if you are reading this) will receive an email to notify you that the device is awaiting your approval. If you are the account administrator, you do have the option to "Log In as Administrator" directly from the app when your request is pending approval.

Switch back to the website. If you click "Devices", the "Devices" page will refresh and you will see your device waiting to be assigned (if you don't see anything, double check that you entered the Organization Key correctly on your device). Click "Approve".

Now have a look at your mobile phone. The application will automatically move past the pending assignment screen and begin downloading your assigned forms.

If you have any questions or comments feel free to send us a message at or leave us a comment below.

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