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What is a Form Template
What is a Form Template

Understand what a form template is. This article details the purpose and advantages of using form templates for efficient task management.

Gilad Goldman avatar
Written by Gilad Goldman
Updated this week

A form template in Buildpass is a predefined form used to streamline various processes by providing a consistent format for collecting data and ensuring compliance. These templates can be applied to a range of tasks, from routine inspections to detailed project audits, ensuring that all necessary steps are followed.


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Guide to Form Templates in BuildPass

What is a Form Template?

A form template is a predefined form designed to streamline various business processes.
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Accessing Form Templates

  1. Go to your Admin Dashboard.

  2. Navigate to the Form section.

  3. Click on Templates.

Types of Templates

  1. Standard Templates

    • These are default templates provided by BuildPass.

    • They come with a variety of features, such as injury reports and other common forms.

      Custom Templates

    • For unique requirements not covered by standard templates, you can provide your documents to the BuildPass team.

    • The team will create a custom template tailored to your needs.

    • You may contact our support team for the document(s) you want us to turn into a template

    • Editable Templates

    • These are templates within your account that you can modify as needed.

    • You can:

      • Delete blocks.

      • Mark blocks as required.

      • Set new blocks depending on the requirement of your template

      • etc.


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