Templates and Forms

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You can upload a System level eForm two different ways. Follow the steps below and choose the one that works best for you 1) Log into the customers page in question, click on the Sites/Systems tab below, click on the Site number and then the Sy...

In Managely, users can check the history of an eForm with just a few clicks. To check the history, follow the steps below: Open the form in question. Click the history button in the top right corner: E...

You can upload a customer level eForm two different ways. Follow the steps below and choose the one that works best for you 1) Log into the customers page in question, click on the eForms tab below, add a name, description and select the eform ...

You can upload a Site level eForms two different ways. Follow the steps below and choose the one that works best for you 1) Log into the customers page in question, click on the Sites/Systems tab below, then click on the Site number in question...

This is the main action screen of eForms where forms can be sent and managed. There are two different tabs on the main screen. Both are described below. Active Forms This tab is where you can send eForms to a customer and...

Use this section to create and manage your templates. Below is more information about each tab.  There are two tabs on the Templates page. Templates This tab is where you create and edit forms that can be used more than once. Click the Add...

Preferences are where you can set switches that manage eForms. Located at Setup > eForms > Preferences Enable Reminder : This switch will control whether the customer will receive reminders to complete the eForm. Push Data : This switch co...

Under the eForms menu, you can manage and send eForms for multiple customers. Match the Data Type The templates used for eForms are categorized by their data type, so be sure to use a template from the correct data type. Here are...

You can send eForms to customers to be digitally signed. The templates used for eForms are categorized by their data type, so be sure to use a template from the correct data type. Here are the data types: Proposal : Use this data type ...

The Stages tab (on the customer detail page, eForms tab, click the eForm number hyperlink in the grid) allows an eForm to be sent to multiple individuals when a workflow needs to be followed. Sometimes an eForm has more than one signature or ...

eForms can be sent to customers to be digitally signed. The steps below show a customer signs the eForm. Have the customer open the email and click Review Documents. A document will open in your browser. On the left are fields ...

Add a new template Begin a new template by clicking + Add Template . Then, fill out the pop-up shown below and click Save to continue. Name : Enter a title for the template here. Description : Enter information about the te...