eForms Designer

How to Use the eForms Designer

Overview

Create and edit form templates using the eForms Designer in the eForms portal to digitise your forms so they can be completed using the eForms app.

If you have integrated eForms with your simPRO build, you can set up form templates with fields that will automatically retrieve simPRO data, such as job / quote and customer details, when you enter the job / quote number in the form in the eForms app. Learn more in simPRO Integration.

To create and edit forms, you need to have access to the eForms Designer enabled in your security group settings. Form templates cannot be longer than 20 pages.