Overview & background - Forms
Tip: There is a 'batch export' option for Forms. When you navigate to the 'Forms' tab you can select multiple forms, then select: Actions > Export and all the selected forms are emailed to you.
Bulk selecting and then exporting forms
- Daily Reports and Timesheets: How does "Submitting" a Form work?
- RFIs: How do I forward RFI or Inspection Request Forms to the intended recipient?
- Inspection Requests: How do I forward an RFI or Inspection Request Form to the intended recipient?
Forms in action: Daily Reports
This Tutorial Video explains how to create Daily Reports, our most requested form!
The "Introduction to Forms" webinar demonstrates each Form type offered in the Module.