Flexi Forms are a convenient tool for converting images or PDFs into branded forms that can be made available at the Job level.
Flexi Forms are available on Aimsio’s web portal, Android and iOS.
How to Create a Flexi Form
Navigate to Flexi Forms using Aimsio’s left menu and select New Flexi Form on the top right.
Fill out the General Information to be included in the header of the form. Type of Form is a required field.
- Selecting a Job Number will ensure the form can be saved to the Job once created.
- Select an Image or PDF attachment from your computer/device and click Upload to save the file directly to the form.
- Once you are ready to create the form, select Save and Submit on the bottom right.
How to Attach or move a Flexi Form to a Job
If a Job Number was not selected at the time of creation, or you would like the form to be made available on a different job, use the action button on the left and select Attach to Job.
- Select the Job you’d like to attach/move the form to and click Move.
How to View / Download a Flexi Form
Once a Flexi Form has been submitted, choose a form, right click and select Download PDF to view the PDF copy from the Flexi Forms page.
Flexi Forms are similar to other web forms in Aimsio. If you haven’t yet, review our Form Fundamentals guide.
- An example of a Flexi Form.
