To create a new form that can be used multiple times as a template for your employees to fill in when needed:
Go to the
Forms module from the main left side menu.Click the ADD FORM button at the top right.
Enter a name for the form.
Optionally, select a 'Category' for the form or enter a name to add a new one. And, if needed, mark the 'Calculate costs' checkbox and set any fixed costs.
To ask for a signature, for proof of delivery or other confirmation, mark the 'Mandatory proof of delivery signature' checkbox.
Click ADD CUSTOM FIELD to add the type of inputs the form will have (like "Simple input" for a text field, a 'yes or no' input, mutiple selection, a dropdown menu or a field to choose a client).
Add what is needed, like information or questions to be filled in, or the available options for fields like dropdowns or multiple selection.
📘 Click +Add selection to add more options to choose from and press the X icon to remove them.
Click the SAVE at the bottom.
✅ You can find all the forms you have created in the 'Edit forms' tab of the Forms section.
