How to Set Up Forms


The Forms Setup tab is located under System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Forms Setup. In the General page, you can set up the default page layout, PDF viewer options, and email template settings for all forms in Simpro Premium. The basic form display types are listed in Basic Form Display Types.

To adjust settings for a specific form, simply click the form in the menu to the left. See Forms Setup to access setup information for each type of form in Simpro Premium.