Forms Library
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| PRS Version | Not specified |
|---|
Overview
A walkthrough of the Forms Library and Forms Dashboard — how forms are categorised and stored, how completion status is displayed, and how to filter, export, and print form data for reporting.
✓ Key Points
- Digital Forms has two main screens: Library and Dashboard.
- The Library stores templates organised by category.
- Required fields mark a form incomplete on the Dashboard.
- The Dashboard shows every submitted form, filterable by job and date.
- Forms can be exported individually or in bulk to PDF.
- Printed reports show custom fields, signatures, and photos for auditing.
📋 Transcript Click any line to jump
0:00 Forms Library and Forms Dashboard overview.
0:18 Library stores every form grouped by category.
0:37 Forms are completely customisable per business.
2:01 Dashboard lists completed and incomplete forms.
2:53 Filtering by category, job, and date range.
3:47 Exporting forms as a PDF report.
Overview
No summary provided.
Variables
No summary provided.
Layouts
No summary provided.
Documents
No summary provided.
Reports
No summary provided.