Learning Center
Open Support Center
Learning Center
Open Support Center
Getting Started
Project Management
Customer Management
Boards
Forms
How do forms work?Creating a form from scratchForm sectionsCreate a form from a templateAccessing and completing formsApproving/rejecting formsViewing completed formsGlobal vs project formsCustom form lists/tables
Time Tracking
User Management
File Management
Scheduling
Equipment
Mobile App
Settings & Configuration
Integrations
Troubleshooting
Common Workflows
Software Updates
Other Information & Policies

Accessing and completing forms

The Document > Forms > Manual page will show you which 'manual' forms you have access to (that is, a form template with a 'manual' trigger). This page has three sub-sections: 

  • Favorite: This is where you can view your favorited form templates to give you quicker access.
  • Project: This page shows you any project forms.
  • Global: This is where you can access any of your company's global form templates.

To start completing any of these forms, simply click the name of the form to start entering information.  

To access and work on any of your assigned forms (that is, any forms that have been assigned to you from a workflow), open the Documents > Forms > Assigned page to view and access all of your assigned forms.This is also where you can access all of your form drafts.

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