Getting Started: Forms

Viewpoint Team™ forms can be used and customized for multiple purposes. Use Form templates to make fill-able forms that you can send to internal and external members in your project.

The forms tool provides flexibility in developing fill-able forms and sheets. You can attach different question types into your custom form templates and set permissions for certain project roles. Forms must first be enabled by the Enterprise Administrator prior to use. See the following Creating Form Templates video series for more information.
  1. Creating Form Templates: Enable Forms Builder - Video
  2. Creating Form Templates: Enable Project Administrators - Video
  3. Creating Form Templates: Create a New Form Category - Video
  4. Creating Form Templates: Create a Template - Video
  5. Creating Form Templates: Edit Form Templates - Video
  6. Working with Forms: Create Forms on Projects - Video