Course overview
Custom forms let you build your own forms and certificates. Each one is a configuration in Commusoft plus a Word document template, which merge into a PDF when the technician completes the form on the mobile app.
What you'll learn
What custom forms are and how the two parts work together.
The settings your forms rely on.
Building a form and choosing input types.
Designing the Word document.
Using and maintaining your forms, including on mobile.
Help Centre articles
Course content
Lesson 1
An introduction to custom forms
Lesson 2
The settings your forms rely on
Lesson 3
Building the form in Commusoft
Lesson 4
Add a new form
Lesson 5
Choosing input types in the form builder
Lesson 6
Designing the Word document
Lesson 7
Activating and using your forms
Lesson 8
Keeping your forms up to date
Lesson 9
Completing a form on the mobile app