Steps | Fill out a form
1. Select the "Forms" tab to get to this page and then select the forms you wish to fill out.
2. Start a New Form or continue Editing a Draft Form (you will be brought to this page when clicking a Form that shows Draft Available below the form name).
3. Select a Site (some forms may not require a site, and some may ask you to select an asset).
4. Create a Digital Form or scan a Paper Form.
5. Select "Signatures" to add a worker signature before submitting.
6. Select Add Signatures.
7. Select a worker to sign. (If the user is not on the site worker list, you can select Add Worker to access the company worker list, or add a net new worker)
8. Sign on screen and click on Submit Signature.
9. You can rename a form while it's a draft by clicking on “More” and then “Rename”. The form will return to its original name when submitted.
10. Rename the Form and then click on save.
11. Drafts can be shared with other users.
12. Shared users will show here. Select to add the users that you want to share the forms with. Toggle the box above users to on which will allow selected users to submit the draft and then click on Share Form.
13. Once the information is filled in, Sign and Submit the form. Submitting locks the form from future edits.
14. Select the users that need to sign this form on submission (all selected users must sign before submission) and then click on Submit.