How to Manage Work Hub

Overview

Manage your day-to-day operations using the Simpro Digital Forms Work Hub. Dispatch forms within a set schedule, view upcoming dispatches or view dispatches that have been submitted. Create workflows for forms so that mobile users can pass a submission from one user to the next.

Create a new dispatch or upload a list of dispatches to get a form filled in immediately or schedule for a later date. You can also fill in fields in Simpro Digital Forms prior to sending out a dispatch. Note that mobile users can also complete forms without the form being dispatched.

Learn more in How to Dispatch Forms and Simpro Digital Forms Mobile App.

Workflows allows you to collaborate with multiple users on a single Submission. A common use of this functionality is to pass a Submission to another user for approval before it is submitted. We call that transaction a "handoff," and you can have as many handoffs as you need within a single form.

Learn more in How to Create a Workflow.