How to get Templates created - Form Conversion Service

We can get you up and running with our template creation services.

Want to get your forms into Damstra Forms without having to do it yourself?

Talk to us about how we can get your existing forms into the app, so your users can complete them. You can get the benefits of that data collection, while also generating a PDF version of each form that is laid out to look the way your paper form does - your format, your logo.

Email [e-mail]  or talk to us in the messenger in the bottom right to discuss our form creation service :)

Alternatively, see more articles about how to create templates yourself.

Information to supply when requesting a Damstra Forms template

If you send a request for us to make a form template then please include the details below.

1. The minimum we need is a blank form.

• That should preferably in DOCX/DOC format. The 2^nd preference is XLSX/XLS format. Otherwise we need to re-create the form as a DOCX file, but we can do that.
• If there are formulas then XLSX/XLS can be the preferred format, because those files can contain the formulas and we can understand them and reproduce the same in Damstra Forms.
• DOCX/DOC and XLSX/XLS files should not be locked.
• Utilities that convert formats like PDF to DOCX do not help because they add things that cause problems. Please don’t use them.

Supplying additional information can also be important, because if we have to guess at requirements then we could guess wrongly, so please also tell us:

2. In addition to an empty form as above, please also send example filled-out form/s. If data confidentially is a concern then please fill-out a 'John Smith' dummy data one. Seeing examples helps us make better design choices when creating a template. The format of examples isn't important.
   
   
3. If dropdown lists will be used then please send example data, then we can construct the form template to use data like the customer has. E.g. an exported CSV file with a list of equipment details. An added benefit is that when we show the completed work then it is nicer when that contains real-world items in dropdown lists.
   
   
4. If you want a logo then it can be helpful to send a high-res image file of it.
   
   
5. Where the Damstra Forms solution is expected to work with other systems, in terms of importing/exporting data or integration then telling us is helpful so that we can design with that in mind.

• Are you an existing Damstra customer? If yes then do you want to use integration with EPP, and what information do you want to exchange between Damstra Forms and EPP? For example (a) EPP can create/manage users and projects in Damstra Forms, and (b) PDFs from DF can go into EPP.

6. Are there any particular reporting requirements?
   
   
7. Will there be any child forms or actions attached to the questions in the main/parent form?
   
   
8. Are there any smart functionality/features that you want? For example:

• Approval sections
• Child Forms or Actions, such as for corrective actions.
• Mandatory fields or Progress Gates
• Include a Geolocation/GPS control?
• Custom Filters
• Attaching photos and/or files.

9. When do you want/need the template done by?
   
   
10. Which Damstra Forms server is that to be put on?
    
    
11. If the template is for the USA then let us know, because there are some differences:

• Page size (US letter instead of A4)
• Date format
• Spelling
• Units of measurement

12. Is the template to be part of a set? If there is a family of similar templates and you want them to be made consistent so they’re done in the same way then tell us up-front (because if you send them piecemeal without saying that then we there might be some differences in style and content).