Formitize User Guide

A form can be sent as a PDF automatically through Form Actions.  In the Web Portal go to Forms > Existing Templates > select the edit arrow for th...

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...

To build a form yourself, in your Web Portal go to Forms > Build New Template. You can choose from Form Bank. You can also go straight to the Form Bu...

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...

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...

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...

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...

All Safety First forms are automatically document managed,  a documents expiry details, descriptions, version control management and author details are mana...

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.  To create a new Safet...

To add a Safety First Form to a new Job using the Web Portal, go to Jobs > New Job > Forms > Select Safety Forms to attach. To add a form to an...