Fonn

Denisa Arjoca

Admins

Creating manually in the Organization PanelBy adding a new company via the Tender Package Module Creating manually

How do I add companies to the Company Database?

Overview

What is a Form ID?
How can I set it up?
How does it work?

 


What is a Form ID?
Form ID is an element residing within our…

What is a Form ID?

In effective project management, a well-structured Scope of Works is essential for success—it's the roadmap that ensures no project detail...

Uploading your Scope of Works

To add a new user to your Organisation, firstly you must be an Admin user.
 
1. Click Organisation at the top of your screen
 
 
2. On the...

How do I add a new user to my Organisation?

What is SSO?
SSO allows users in your Organization to sign in using Microsoft accounts. So if you are using for example Outlook for your c...

What is Single Sign-on (SSO),how do I activate it, and how do I use it to sign into Fonn?

An organizational member does not have access to the organizational panel, so a member can not edit any settings of the organizatio...

Organizational Roles

How do I activate Forms in my Org?

This article is tied to creating a Custom Form Template, you can read that article by Clicking here. 
 
Text input
- Single-line free text...

Form Template Fields

Content:
- Creating a Custom Form Template
- Adding Sections to your Template
- Adding Fields to your sections
- Publishing your Template
...

How do I create a custom form?

Content

- After the contract has been signed
- After the organisation has been created
- Adding additional members to the organisation
- ...

Getting your organisation ready for Fonn

To find and download an organizational Scope of Works template, follow these steps:You will need to be an administrator of your organizati...

Where can I find an organizational Scope of Works template?

1. You can see the members in members section

 
2. You can make a member the owner of all projects or add them to all projects in the org...

What can I do in the Organization panel?

You may already have a folder structure in place that you use daily. You can decide to mimicthis on Fonn or start from fresh.
To build you...

Creating a Document Structure

In the organization settings you can make changes to all projects within the organization.Changes made here will be default for all new pr...

What can I do in organization settings?

Enabling Construction site regulations
 
The first step for enabling Construction site regulations for your organization, is enabling Cons...

How do I enable Construction site regulations for my organization?

Setting up my Organization

Managing users within an organization is a crucial aspect of any project. It ensures that everyone is on the same page, and the project is...

Adding your Organization Users

To simplify managing and selecting users in Fonn, you can create User Groups which can be managed for every project to simplify finding an...

How can I manage User Groups?

It's important that we first separate the users under members in your organization into org. members and project members. 
Org. members wi...

What can I do under the Members tab in the org. panel?

Projects



 

Project Manager 


 Supervisor  


 Contributor  


 Supplier  


 Client  


 Spectator  



Can create a new project link...

Role Permissions Matrix

A short explanation for each project role.
Project managers have access to all functionality. Select this role for someone who should be a...

Project Roles

You can have as many members as you want in a project, at no extra cost

How many members can I have in a single project?

Team Managment

1. Introduction to Updates 0:00
He introduces updates to the Scope of Works Importer.
New features include:
Required form ID
Recommended f...

How to use the Updated Scope of Works Importer

What are Default Folder Templates?
Default folder templates is feature  that allow Admins to establish a standardized folder structure for...

Default Folder Templates

Overview:

What Are Tender Packages? 
Challenges with Traditional Tender Packages
Introducing Tender Packages in Fonn
How Tender Packages ...

What are Tender Packages?

Enable Time Card
To use the Time Card on a project, go to Project Settings &gt; Settings &gt; Scroll down and check "Enable Time Cards"

N...

How do I set up Time Cards in Fonn?

Generating a QR code
QR codes are not generated directly through Fonn, so for this example we will be using, www.qr-code-generator.com
 
1...

Generating a QR code

The 29th of March 2021 we updated to a new Scope of Works Template in version 1.74. This update requires existing old templates be updated...

How do I update my old Scope of Works template to the new format?

To change a project status to Completed follow the steps below:
To mark a project as completed you will need to have the Project manager o...

How do I complete / archive a project?

How do I create, import, and export Scope of Works?

1. Select the project you want to rename

 
 
2. Click " edit project"

 
 
3. Enter your desired project name in the field "Project Name"...

How do I change the name of a project?

1. Click on the project on your dashboard

 
2. Click on the settings icon on the left side

 
3. Click on the settings tab

 
4. Go all…

How can I delete a project?

Creating a group 

Creating a group is a simple and quick process that can have a powerful impact on organizing your project. By creating ...

How do I create a project & a group?

Inviting members to a project
Inviting members into a project requires billing information to be set up, either through an organization, o...

How do I invite new members to join my project?

Managing Projects

Part L is a UK only requirement
 

 
Download the compliance guide here
 
As a builder or developer currently engaged in a construction pr...

Everything you need to know about Part L

What is Fonn? (Video)

Quick info

To get an API-token you must be a member of an organization. To find your own API-token you must be an administrator of said organization....

Where do I find my API-token?

Integrations

Scope of Works Guide

Part L Compliance Guide

Fonn Training PDF

Downloads

📃 Privacy Policy

Useful Links

Find answers and get help from Intercom Support and Community Experts

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