Manage Forms

How to Manage Submitted Forms

Overview

Log in to the simPRO eForms portal to view, edit, download and archive all simPRO eForms submitted from the eForms app, depending on your permission levels. If you integrate with simPRO, and do not require forms to be reviewed, completed forms submitted to the portal can also be pushed directly to simPRO as an attachment against the job or quote.

You can also perform administrative tasks such as editing users and adjusting privileges.

eForms users who are not administrators must be set up as users with licences before logging in to the portal. To edit user access and licences in eForms, go to System > Setup > Users.