FAQ's

How do I send a PDF version of submitted form by email upon submission?
A form can be sent as a PDF automatically through Form Actions.  Additionally forms can be manually emailed once submitted. On the Web Portal go to Form...
Tue, 15 Oct, 2024 at 12:00 PM
What are Forms?
Forms are paperless copies of your existing forms. Formitize replicates the old paper forms you’re currently using and converts them into smart Mobile Forms...
Tue, 15 Oct, 2024 at 12:08 PM
How do I build a New Form Template?
To build a form yourself, in your Web Portal go to Forms > + Build Form Template. You can choose from Form Bank. You can also go straight to the Form...
Tue, 15 Oct, 2024 at 12:17 PM
How do I locate saved forms?
Saved forms are available in the Web Portal and on the device that they were created on. They can be accessed and further edited based on your user permissi...
Wed, 10 Jul, 2024 at 10:36 AM
How do I deploy a form template?
Once you have created a form template or made changes to a form template, you will need to Save Draft and Deploy / Publish Template so that they are availab...
Tue, 15 Oct, 2024 at 1:53 PM
What is Safety First in Formitize?
The Safety First solution can incorporate all safety related forms such as Job Safety Analysis (JSA’s), Toolbox Talks, Take 5’s, Pre-Start Vehicle, Equipmen...
Tue, 18 Apr, 2023 at 2:49 PM
What is a Managers Visibility of Safety First Forms?
The Safety First forms can be separately submitted so that management have full visibility of the safety information completed from the field before the act...
Mon, 1 Aug, 2022 at 8:55 AM
Can we Manage our Safety First Forms in Formitize?
All Safety First forms are automatically document managed,  a documents expiry details, descriptions, version control management and author details are mana...
Mon, 1 Aug, 2022 at 8:55 AM
How do I create a Safety First Form
To create a Safety First form in the Web Portal you will either create a New Form or you can edit the set up of an existing form. When creating a new Safety...
Fri, 7 Jul, 2023 at 12:04 PM
How do I add a Safety First Form to a Job?
To add a Safety First Form to a Job using the Web Portal, Jobs > New Jobs > Forms > Select Safety Forms to attach. Please note that if you h...
Fri, 7 Jul, 2023 at 9:24 AM