Overview & background
Fieldwire Forms automatically default to the 'Draft' status, so soon as you're done filling one out, be sure to set it to 'Submitted'. This article covers prerequisites to submitting forms like adding your signature, how to confirm your Form is submitted, what happens once it is submitted, who gets automatically updated, and how to email your completed form to additional recipients, if you like.
How to submit a Form
After you have completed all the mandatory sections of the form you can submit by changing the Status section at the top from 'Draft' to 'Submitted':
1. Complete all mandatory sections on the form (ex: signature):
2. Choose to 'Update status and close'-- change the Form status from 'Draft' to 'Submitted'.
Note: If a member or follower is not the creator or assignee on a form, the button is hidden.
If you try to submit a form without completing a mandatory part of the form, including the signature field, you will get an error message that lets you know which section needs to be completed:
Note: 'Draft' and 'submitted' statuses are indicative of 'editable' and 'non-editable' states. Form statuses are customizable, however, the logic is static; required fields must be filled before the form is moved into a 'non-editable' state.
Signatures: Web vs Mobile
The signature section prompts you to provide an electronic name signature on the web and a freehand signature on mobile. Fieldwire automatically includes the timestamp for when the form was signed and who signed it to help ensure accountability.
Before signing a form, you will be prompted to choose 'sign as yourself' or 'sign as someone else.'
Signing a Form on Fieldwire Web
On the web app, your signature will be electronically signed by typing your name.
1. Select sign as yourself or someone else:
2. Type your name and click 'Sign':
Signing a Form on Fieldwire iOS and Android Mobile Apps
On mobile, your signature will be freehand.
1. Select if you are signing as yourself or someone else:
2. Freehand sign and click 'Sign':
What happens when a Form is submitted?
The Form creator, assignee, and last editor will all get notified on the web and will receive a push notification on any mobile device associated with a Fieldwire account. The form is NOT automatically sent to anyone else, so if you have additional folks who want to see the completed form, you will need to follow the directions below to download the form and email it to whomever else you like.
What if I need to edit a form after submitting it?
If you are a Project Administrator, you can click on the "status" dropdown to change it from 'Submitted' to 'Draft' in order to edit the form again.
If you are not a Project Administrator then you can reach out to a project Administrator to request the edits or ask them to change the status from 'Submitted' to 'Draft'.
Note: You can edit the Form when it is in 'Draft' status again - though you would need to re-download and resend the Form via email to the designated recipient.
How to download a Form
Navigate to the 'Forms' tab in the left menu of any project and click on the downward facing arrow to the right of any individual form to download it to your computer.
1. Click on the downward-facing arrow:
2. The Form will automatically download in your web browser:
3. Attach the submitted form to an email and email it to the contact(s) who requested the form.
You can also export a Form on your iOS device. When a form is open, select the 'Share' icon and then choose the way you'd like to distribute the form:
Note: You will need to be logged into the 'Mail' app in order to email a form from your device.
On Android, when a Form is open, choose the 'Print' icon:
After you select 'Print', a PDF of the form will be created on the device. You'll have the option to email the form from the 'Share' icon on the left, or you can print the form from your device by selecting the three vertical dots on the right:
How to email a Form
Select the envelope icon to email a form:
After you select this option, a pop-up window will appear where you can enter the appropriate recipients, include a message, and choose whether or not to attach the form as a PDF or CSV:
Note: Each user cannot send more than 50 Form exports per day. If you exceed this limit, you will not be able to send another form export email until 24 hours have elapsed since the 50th email: