Creating Paperless Forms

Our goal is to help you go paperless as fast as possible. In order to do that we created a custom form builder to document offline activities no matter the required inputs.

 

Step 1 – Sign In and access your desired team settings screen as shown in Fig. 1

Fig. 1

 

Step 2– Scroll down to Section 3 and click on “Create New Form” as shown in Fig. 2

Fig. 2

Step 3 – The form edit screen allows you or a designated manager of the team to edit the form name, required fields or other form options as shown in Fig. 3 with a simple drag and drop operation

Fig. 3

Step 4 – Edit the Form name as shown in Fig. 4. After you edit the name of the form click the Blue check button next to the input box to update the form name

 

Fig. 4

 

Step 5 – Drag and Drop desired form options from right column as shown in Fig. 5. 

Fig. 5

 

Step 6 – After you drag and drop the desired form field(s) you have the following option to duplicate, make a required field, edit or delete the selected field as shown in Fig. 6.

**The Edit form Field button opens and closes the edit window for the form field as shown in Fig. 6.**

Fig. 6

Each form field has different options as listed below

a) Checkbox group: Users are able to complete field by checking  more than one option

Fig. 7

 

b) Date Field: Users are able to complete the field by selecting a date

c) File Upload: Users are able to complete the field by uploading a file or picture

d) Header: Used for displaying heading to a form only (No input required)

e) Paragraph: Used for displaying instructions or text only (No input required)

f) Number: Users are able to complete the field by inputting a number

g) Radio Group: Users are able to complete the field by checking only one option

h) Select: Users are able to complete the field by selecting one of the options from a dropdown list

i) Text Field: Users are able to complete the field by inputting a maximum one line of text

j) Text Area: Users are able to complete the field by inputting at least one line of text

k) Signature: Users are able to complete the field by signing their name with their finger on their smartphone or mouse on a desktop.

Step 7 – Click on the blue save button in the bottom right corner to save the form as shown in Fig. 6.

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