Form Template Visibility (Assigning A Form To A Specific Location)

Set your Form Templates to only show on specific Locations in your account. This means that when Workers are using the app, they only see the list of Form Templates that they need to see on that Location.

To assign Form Templates to specific Locations in your account:

1. Sign in to your Admin Panel and select Setup > Form Builder. You'll see a column called "Visibility".

2. Find the Form Template you'd like to assign to specific locations and click on the green "+" symbol in the "Visibility" column. By default, a Form Template is assigned to All Locations:

Click on "Specific Locations" and then check off the Locations you would like this Form Template to appear on.

4. Click Done.

Remember, your workers need to be on the latest version of the SiteDocs mobile app in order for this feature to take effect on their device.

Not sure if you have the latest version? Check your Device's App Store!

For an Apple Device, Click here!

For an Android Device, Click here!