Enable a User to Add Forms to the Job

For a User to be able to Add Forms to Jobs they need to be enabled on the Katipolt Desktop side. To do this they need to be added to a Role with permission “Add Forms to Job” toggled "On".

Company Settings > Staff Top Tab > Roles Expandable Section > Select a Role that displays “Add Forms to Job” toggled "On" OR from a Role toggle it "On" > then select the person from the “Assigned To” dropdown to add

Add Forms to Job, to Person(s) from Katipolt Desktop

This is done from the Katipolt Desktop (if the User has Add Form permissions).

Allocating a Form to a Job allows Staff to View and Edit that Form from the Job of the Katipolt Mobile App if their Name is entered into the “Staff Members” field when allocating that Form

💡 TIP: For more information on Allocating Forms, see the "To Allocate Form" section of the Help Article "Forms (Build-Publish-Allocate)"

To Add Forms to Jobs from the Katipolt Mobile App

Giving Staff permission to Add Forms allows them from the Katipolt Mobile App to select from a Job a Form from the published Forms List.

From a Katipolt Mobile App Job;

Tap the "Forms" Top Tab
Tap the red [+] button
Tap "Add Form"

Tap the “Form Name” field to display a list of available Forms
Tap a Form to Select
Tap [ADD FORM] to add

The Form will display in the Forms screen ready to View and Edit

To Save/Save & Lock a Form

1. From the open Form, Press [SAVE] to display the Form Actions Card, then either:

Save – You can continue to enter/edit at a later time
Save & Lock – Generates the Form pdf which can be Sent (emailed)

To Send the Form

Following Locking the Form, the Form can be sent, Open/Re-open the Form

1. From the open Form, Tap the “More” (3 dots) menu to display the Form Action Card, then Tap Preview and send to display the Form Preview

2. From the Form Preview Screen, Tap the “More” (3 dots) menu to display the Form Actions Card, then either:

Download – Download locally to your Mobile Device
Save to files – Saves to the Katipolt Desktop as a PDF, marking it as a “Site File” and being available to other Katipolt Mobile App Users to view as a PDF
Email - Launches your Mobile Device email feature with the Form attached

⚠️ NOTE: Following emailing the Form from the Katipolt Mobile App, the email displays on the Katipolt Desktop side in the Emails Expandable Section of the Job's Correspondence Top Tab.