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How Do I Add a Digitised Form to Jobs?



When you are adding a job to the system, you have the option to select Job Documents. These documents can include forms you have previously created, which will be applied when adding the job.


In order to do this, you will first need to create a job document that includes a digitised form:

  • On the left column, go to Settings and click 'Job Documents'.
  • Enter the Name and Description.
  • Select 'Digitised Form Filling' from the dropdown options.
  • Tick the relevant boxes, and enter the expiry date.
  • Choose the digitised form from the dropdown options.
  • Click 'Save & Submit'.


The digitised form you have selected will now be added when you select this job document when adding a job to the system.


This is required before you can add a digitised form to jobs:

  • Create digitised forms.

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