Mobile Forms
Creating and submitting a Form using the new mobile app
Introduction WorkMax Forms have never been easier to create and submit. We'll cover how to access form templates on the new mobile app and how to sync them. Prerequisites A Forms license, the new mobile downloaded, and applicable permissions to ...
Emailing Forms in the Mobile App
EMAILING FORMS IN THE MOBILE APP 1. Open the WorkMax app on your device and pin in to the app. 2. From the Forms menu, select Create/View Forms. The Forms Manager screen opens. Only completed forms are available to send in an email. 3. To view ...
Uploading Media Using a Mobile Device
When you get to the upload media screen, you will see five different icons along the top indicating the different data formats to upload. The five data format types are audio, photo, text, video, and sketch. Here are the steps to uploading each: ...
Submit a Form Using the Mobile App
To submit a form using the mobile app, click the FORMS option after pinning in. That will take you to the Forms Manager screen, which is explained later in this article, but for now click the button at the bottom of the screen to go to the Form ...