Navigating Mobile Forms

  1. From the Dashboard, select Forms by scrolling left from the base menu. This opens up the Forms menu which includes the New Form option and the Forms Register.

     

  2. Tap the Form you wish to view. If a user has access to company forms, then the Personal/Company toggle will appear at the top.

  3. To search for Forms, use the quick search bar to enter simple search terms (eg ‘Steel’), or select the magnifying glass icon in the top right corner to use your default search or do an advanced search.

  4. To update a Form select it and update it as you would do so using desktop InEight Document.