Mobile App - How to fill out a digital form

Completing forms is easy, including photos and signatures, as is sending them to customers or subcontractors right there in the field.
Forms are automatically registered and stored at the same time as we know you don't have time to update registers, so we do it for you.

To fill out a Digital Form

1. Click the appropriate Project from the project list.

2. Click Forms from the Menu list.

3. Click the Create button in the top corner. 

4. Select the required Form from the options list.

5. Fill out the form.

Note: If there is an Authorisation section, click Submit for Approval. If there is no Authorisation section, click Save.

If Save was selected, click Save to Project once the form is completed or click Save to Draft if the form needs to be completed at a later time.

The Form will be added to the Forms Register. The Forms Register is an in-tray for forms that have been Saved to Project or Saved to Draft.

Forms in the register can be filtered by:

• Template
• Owner
• Status
• Date
• Customer Filters

To view a form:

Click on the form to expand the available actions.

• Click Get PDF to view the PDF version of the form
• Click Details to view the Digital version of the form
• Click Actions to
  • Edit the form
  • Duplicate the form
  • Send the form as an email
  • Close the form

What's next?

If you are an approver who needs to approve a form, click here to read more about how to approve a form.

If you are an administrator who has to send a form to an EPP profile, click here to read more about sending a Form to an EPP profile.

If you need help logging in, click here to read more about how to log in.