Form Templates

TABLE OF CONTENTS

• Introduction
• Add New Form Template
• Edit a Form Template
• Import Form Template
• Export Form Template

Introduction

Form Templates allow team members to document site changes. Use Form Templates to create documents (RFI forms, To Do Lists, Notes, etc.) with highly customizable fields. Users can then create annotations using these Form Templates in SiteView.

Add New Form Template

To add a new form template:

1. In Project Admin Center, click on Open Settings -> Settings at the top right of the screen.
2.  Click on Form Templates  .
3. Click on New Form Template.

   Note: The Form Editor lets you insert field options on the left, view the form mockup in the center, and change form properties on the right.

4. In the Form Editor, click fields under the Insert Field menu to add them to the form mockup in the center.
5. Click any field in the form mockup to edit the field properties in the right menu.
6. Click and drag the fields in the form mockup to rearrange them.
7. Click Preview to view how the form will look in SiteView.
8. Click on Save.

Edit a Form Template

To edit a Form Template:

1. In Project Admin Center, click on Open Settings  -> Settings at the top right of the screen.
2. Click on Form Templates  .
3. Select one, then left-click -> Open the Form Editor.
4. Add, remove, and edit fields as needed.
5. Click on Preview to see how the form will look in SiteView.
6. Click on Save to update the form.

Import Form Template

In addition to creating new Form Templates, you can also import JSON files to create new ones.

To import a JSON file to create a new Form Template:

1. In Project Admin Center, click on Open Settings -> Settings at the top right of the screen.
2. 
   
3. Click on Form Templates  .
4. Click on New Form Template.
5. Click on Import.
6. Select the JSON file that contains the Form Template, then click on Open.
7. Use options within the Form Editor to make changes or add new fields.
8. Click on Save.

Export Form Template

You can also export Form Templates as JSON files.

To export a Form Template as a JSON file:

1. In Project Admin Center, click on Open Settings -> Settings at the top right of the screen.
2. 
   
3. Click on Form Templates  .
4. Select one, then left-click -> Open the Form Editor.
5. Click on Export. The file will be placed into your computer's default download folder.