Completing Forms - Forms Command Centre

Forms can be completed directly from the Forms Command Centre. Click Complete a Form to start the process.

Select the required form using the Choose a Form dropdown

Select which transaction you want to complete the form for.  Note: This list will be displayed contextually based on what you have assigned in the Fillable On section of the form setup.

Choose which transaction (project, quote, asset, lead or staff)

Select Fill Form to start the data capture process.

The completed form will then be processed and available to Download in the Recent Activity section of the Forms Command Centre, for all forms types.  Project, Quote, Leads and Asset forms are also available in Files and Forms tabs of the relevant transaction's detail page.