Creating a Form Document Template

Creating a form template is similar to the other document templates in WorkGuru.  The form template is a Microsoft word .docx template which can be populated by the relevant fields required from the WorkGuru document template field library and form fields defined when creating your form.

The formatting and layout of the form is defined explicitly by how you create the .docx document.  You can replicate existing documentation and WorkGuru can provide field data by using the standard field notations such as [ProjectName] with form specific fields specified by adding Form before the defined form field name within square brackets such as [FormFieldName].

As an an example, a form was added with the following Form Fields defined:

These defined form fields can be added to a basic form template (remember the layout is only limited by what you can achieve in a Word document).  In this example, the defined fields are just displayed in a basic table with no formatting.  Note the "Form" prefix to define form fields compared to standard fields such as project number - [ProjectNumber].

Which when completed, will output the following form saved to the project or production job's files tab.