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Use our range of help guides to learn everything you need to hit the ground running!

How do I view, edit, delete, print or email a Customer's Forms?

To view a Customer's Forms, locate and tap on the Customer in the Customer list, then tap on the FORMS tab

Scroll through the list to view any Forms associated with this Customer

Requested Forms awaiting completion are tagged with an orange Requested tag

Forms will be displayed in order, most recent first

To Edit

Please note: to be able to edit a completed Form, the Forms Permissions must be set to Open, see How do I create a new Form?

Long-tap on the Form you wish to edit and tap Edit

Complete the changes and tap SAVE

To Delete

Long-tap on the relevant Form and tap Delete > YES, DELETE

To Email

Long-tap on the relevant Form and tap Email. This form will be sent to the email address of the customer

To Request Update

Long-tap on the relevant Form and tap Request Update. The customer will be emailed a request to update the details in this form.

To Print

Printing a Form can only be done using the web app

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