From Templates to Submission

This guide walks you through the full process — from setting up reusable components to getting field submissions from your team.

🔶 Step 1: Understand the Form System

Start in the Forms section. You'll see two areas:

  • Templates – Form templates owned by your company. You can copy them to your project and start submissions.
  • Collections – Reusable components like logos, signatures, and workflows

🔗 Creating Collections

🔗 Managing Collection

🔶 Step 2: Build Your First Form Template

Start from scratch or use components from your collections.

  • Add fields (text, signature, logo, etc.)
  • Arrange layout for mobile-friendly use

🔗 Creating a Form

🔗 Navigating the Form Builder

🔶 Step 3: Set Up the Workflow

Control who signs or completes which part of the form.

  • Add workflow steps
  • Assign team members to specific fields
  • Set the order of review or approval

🔗 Setting Up Workflow

🔶 (Optional) Step 4: Add Advanced Conditions

For experienced users: set conditional logic to show/hide fields based on answers.

  • Example: Show “Reason for Delay” only if “Project Delayed = Yes”

🔗Setting Up Conditions

🔶 Step 5: Assign Form to a Project

To use the form in real work, you must assign it to a project.

  • Go to the Project section
  • Click the Forms tab at the top
  • Choose templates from your Form center
  • Organize forms into folders

🔗 Assign Templates to Project

🔗 Add Folder

🔗 Manage Form Folder & Submission

🔶 Step 6: Create and Fill Out a Submission

Once assigned, your team can fill out the form on-site.

  • Create a new submission
  • Fill it in on mobile or desktop
  • Submit, sign, and route based on the workflow

🔗 Create Submission

🔗 Fill Submission

🔗 Manage Submissions

✅ Done! You’ve Set Up Your Workflow

From collection components to real-time submissions, you now have a fully working, customizable form system in place.