Content:
The Fonn app allows users to create and complete forms directly within the platform. Published forms can be accessed and filled out during project execution, making it easier for field crews to document and manage project details efficiently.
- Generate
- Fill out
- Locate
Generating a form
Roles and Permissions for Form Usage
Authorized project roles, such as Project Managers, Supervisors, Contributors, and Suppliers, can create and fill out forms in the Fonn app. This ensures that the right team members have the tools they need to manage project documentation effectively.
1. Open the project where you want to fill out the form
2. In the navigation menu, click on Forms
3. Inside the Forms window, click the Fill in form button next to the template you want to use
4. Give your form a name, and click Save
Best Practices for Publishing Forms
Include All Necessary Fields: Before publishing a form, double-check that all required input fields and signature areas are added.
Test the Form: Preview the form to ensure it functions as intended and allows data entry.
Assign Permissions Appropriately: Ensure that only authorized roles have access to create and fill out forms.
By following these guidelines, users can optimize the functionality and usability of forms within the Fonn app, ensuring smooth project execution and documentation.
Filling out the form
1. After selecting which template to use and giving it a name, you will see an empty form ready to be filled out
The different inputs here will vary based on which template you selected in the previous steps.
2. Once you have filled out the form, you have a number of options
- Preview
This will let you preview how the filled in form will look once it has been submitted, without actually submitting it.
Download a PDF version of your form. Before hitting print, you should click the Save draft button first, so the PDF includes any inputs you might have made.
- Save draft
Saves all your inputs in the form, without converting it to a PDF. This allows you to save the form without locking in your inputs.
After saving as draft, a new Edit button will appear where the preview button was earlier. Click the Edit button to continue filling out your form.
- Submit document
Locks the form and turns it into a PDF document, located in the document folder Forms (PDF) in the project where you generated the form.
After submitting a form, you are no longer able to make changes.
- Attach images
Attach additional images to your form, without the need for a separate Image upload field on your forms.
Locating your Forms
Locating a draft
1. Open the project you created the form in, and select Forms in the navigation menu
2. Click on the name of the template you used
3. Find your Form in the list, and click Edit
4. From here you can keep filling it out, or submit the form. Submitting the form will make it show up in the Forms folder.
Locating a submitted form
1. Open the project you created the form in, and select Documents in the navigation menu
2. Find a folder named Forms (PDF), and a subfolder which has the same name as the template you selected for your form
3. Inside you will find all submitted forms using this template, saved as a regular PDF. Ready to be used in any way you seem fit.
Common Issues and Solutions in Form Setup
One common issue users may encounter is publishing a form without adding input fields or signature areas. In such cases, the form will be visible in the app but will not allow data entry or signatures. To avoid this, ensure that all necessary fields and details are included when building the form before publishing it. This step is crucial for enabling users to input data and complete forms effectively.
