If you have important documents that need to be filled in, this can be done using a combination of the Workforce App + Adobe reader (free App). 

Downloading the Apps

E-Forms

you will need to have fillable PDF forms in order to use this feature. If you have already have your own PDF fillable forms, then you will be able to upload your form to each job in the files and notes section of the Web App. 

If you have a form that you would like to attached to the same job over and over again, you can use "Job templates". This will allow you to upload the PDF to one job template and use it regularly without having to upload it each time

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Need forms to be converted?

if you need your forms to be created into fillable PDF's we can do this for you at a price of £49/$55 per form. You will need to provide us with an example of the form which can be an image, PDF, Word document etc. Please contact us to arrange for this to be done
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Navigating/ Using forms on the mobile Apps

1. If you want to navigate to a form that has been added to a job you first need to go into the job > Go to files and notes > select the E-form (at the bottom will be a PDF red square)

2. Once you have the E-Form open, click the icon top right (square with arrow).

3. Select "Copy to Adobe Acrobat" from the menu. This will open the document in Adobe and allow you to fill it in. 

4. when you have finished populating the form select the share icon bottom right (square with arrow) and then click "share file" > share original document

5. You will then need to select "Add to iCloud drive" and then select your iCloud drive account

6. Go back into your Workforce App and in "files and notes" select "Add document". You will now see your saved file which you can select to upload 


7. This will now be saved to the job for both the fieldworker and office admin to see.

Useful resources

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