SiteMax Systems

Setting the location of forms, restoring versions of forms, managing compliance of forms, Form Settings

Forms - Navigating the Tool Bar

Making admin changes to form and report permissions. Giving users form permissions, permissions templates.

Managing Form Permissions

Managing form locations. How to move forms to show in project site reports, safety reports, equipment reports, and company reports.

Managing the Location of Forms

This article explains how to hide and unhide a form/report in SiteMax. How to unhide forms.

Hide and Unhide Forms

This article explains how to change assigned dates of forms. How to update the forms assigned date.

Changing Forms Assigned Date

How to automate labelling and statuses for forms. How to create and enable form labels and statuses.

Automatic Labelling

Using email distribution for forms and reports. Customizing your email distribution settings. Automating push notifications for forms.

Distribution for Forms

Change the form date, update form label, lock forms, delete forms.

Updating Form Data

Why users can't see the form I created? Can I control who sees and uses the forms I create?

Form Permissions

Enable form statuses, manage status type, organizing and managing forms.

Form Status

Sign-off on completed PDF forms for smoother workflows

Form PDF Sign-Off

Customize your forms to your specifications in Form Settings

Form Settings

Learn how to enable digital signatures, send for a signature, and manage document workflows

Digital Signature for Forms

Send and request unique identifiers and verify the identity of the signee and proof of acceptance when signing off on forms

Digital Signatures

Form sign-off, notifications, form builder, and more!

NEW Form Features

Export, Lock/Unlock, and Edit forms using your Actions dropdown menu.

Forms & Reports - Actions

Carrina Jaime

Marjorie Galit

Kelly Shee

Form Settings, Permissions, and Management

Forms

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Track the progress of all tickets related to your company.

Tickets portal.

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Tickets

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