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Editing a Form
Edit a Form To Edit or modify a Form or Checklist in Contractor Foreman go to main menu and click Forms and Checklists. Next, Click the blue button in center pane for All Forms and Checklists. Go to the form you want to modify and click the green ...
Creating a Custom Form
Creating a custom form or checklist is a great way to collect data. Getting started is easy and with the tips below, you'll be creating your own forms in a matter of minutes. Watch: Form & Checklist Builder Training Video Checkbox Group: A Checkbox ...
How do I create a form using the Basic form builder? Using the Advanced form builder?
To create a Form using the Basic Form or Advanced Form Builder, go to the Menu and choose Forms & Checklists. Once here on the list view, on the top you will notice a + button. Once you select it, you get two options, and those are Basic Form Builder ...
Adding a Form to "My Favorites" and "Company Forms"
Adding a Form to My Favorites and Company Forms To add a form to My Favorites or Company Forms go to main menu and click on Forms and Checklists. Click the blue button in center pane for All Forms and Checklists. Select the Form you wish to add to ...
How do I designate a Form to be a favorite?
To designate a Form to be a favorite, go to the Menu and choose Forms & Checklists. Once here, go to the Company Forms or All forms and pick the Form that you wish to favorite. On the right under Actions, you will see a heart icon and once you select ...