Template Library How-Tos
Template Library How-Tos
- Automated Process - Schedule Form By Worker Title & Send Immediate Custom Notification
- Automated Process - Send Expired Certificates to Workers with Chat
- Automated Process - Assign Follow Ups to Failed Items
- Automated Process - Certification Created From Completed Document
- Automated Process - Copy Worker Home Phone Field Into Email Field And Remove Home Phone Information
- Automated Process - Schedule New Standard Operating Procedure in 1 Year and Create Certification for Reminder
- Automated Process - Schedule Supervisor Signature on new Hazard Assessment
- Automated Process - When a New Worker is Created, Assign them to Locations
- Exporting - Bulk Send Incident Forms via Email
- Exporting - Send PDF Forms in Zip File to Recipient
- Exporting - Upload a Daily Zipped Folder Of Forms to Cloud Storage (Google Drive, OneDrive, Dropbox)
- Importing - Certification Imports With Workflow Studio
- Importing - Location Imports With Workflow Studio
- Importing - Assign Worker To Location Mapped From Google Sheet
- Notification - Certification Expiry Chat Message
- Notification - Custom Chat Notification for Finished Form
- Notification - Stop Work Message - High Severity Hazard