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How to Create a New Form Template
How to Create a New Form Template
Updated over 2 months ago
  1. In the main menu on the left, open the 'Forms' module.

  2. Click the ADD FORM button at the top right.

  3. Enter a name for the Form template.

  4. Select a category for the form, enter a name to add a new one, or skip this step.

  5. Mark checkbox 'Calculate costs' and set any fixed costs if applicable.

  6. Enable the client signature field for proof of delivery or other confirmation by checking 'Mandatory proof of delivery signature'.

  7. Click ADD CUSTOM FIELD to add any required fields.

  8. Choose from available field types like Simple input, Multiple selection, Dropdown, Yes/No, or Client select.

    Description of each custom field functionality in the Forms solution

  9. After adding all necessary fields, click SAVE to create the form template.

🔔 Important! For 'Multiple selection' or 'Dropdown' fields, you’ll need to create and customize selection options.

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