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Forms

The Forms section of the Order application allows you to manage documents such as internal templates, checklists and signed agreements related to the order. It provides a centralised location for important form-based files, supporting internal workflows and documentation compliance.

Each order may have one or more associated forms. These are displayed in a list with columns for Name and Size, giving you a quick way to view, manage and maintain form documentation in one place. Order-specific forms capture structured sign-offs, checklists, or compliance templates your organisation requires before gates such as production release or shipment. Templates maintained in Site Settings keep wording and layout consistent across orders.

Quick Check - Before You Start
  • Confirm templates exist in Site Settings > Order > Forms; the add list only shows configured templates.
  • You need permission to add or delete forms on the order.

Forms List

Available Columns

Column Description
Name File name of the attached form.
Size File size in kilobytes (KB).
Modified By Name of the user who uploaded the file.

Features

Feature Description
Template-based addition Select from pre-loaded templates when attaching forms to keep wording and layout consistent across orders.
Bulk select/delete Select and remove multiple forms in a single action to speed up clean-up.
Secure display Forms are download-only. The file name cannot be edited or modified.

Add Forms

To attach a new form to an order:

Step Action
1 Click the plus icon in the Forms pop-up.
2 Select from the available template options in the pop-up.
3 Use checkboxes to select multiple templates.
4 Click Add to confirm and upload them to the order.

Info

To configure the Forms available here, go to Site Settings > Order > Forms.

Delete Forms

Single Delete

Step Action
1 Tick the checkbox next to the Name column.
2 In the action bar, click Delete to delete the form.

Single Delete Form

Bulk Delete

Step Action
1 Click the checkboxes to select multiple forms.
2 Click Delete in the action bar.
3 Confirm the deletion when prompted.

Bulk Delete Forms

Tip

  • Use clear, order-specific names: Include the order number and purpose (for example, SO1234 – Site Safety Checklist) so forms are easy to recognise in long lists.
  • Attach key forms early: Add required checklists and approval forms when the order is created to avoid delays later in the process.
  • Regularly review and retire templates: Remove or update outdated templates in your library so users always select the current, approved versions.

Troubleshooting

Why is the template list empty when I click Add?

Templates are defined in Site Settings > Order > Forms. Until administrators publish templates, there is nothing to attach.

Why can I not rename a form file on the order?

Forms are download-only in this view; the name comes from the uploaded template instance. Replace the form by deleting it and adding the correct template if your permissions allow.

How do I remove several outdated forms at once?

Select multiple rows with the checkboxes, click Delete in the action bar, and confirm the prompt—the same flow as bulk delete in this page’s steps.