Skip to main content
All CollectionsSupport GuideDashpivot - WebTemplate Functions
How we convert your existing documents into Dashpivot templates
How we convert your existing documents into Dashpivot templates

Learn how the team at Sitemate can assist with converting your doc

Sam avatar
Written by Sam
Updated over 10 months ago

To expedite the setup of your Dashpivot account and get your templates setup quickly, you can send our team your existing paper, PDF, word and excel docs to be converted into Dashpivot form templates.

Whether you've got 1 or 200+ existing docs, we'll be able to help.

Steps

  • Contact our team via live chat on the Dashpivot website

  • Send us your docs

  • Our team will then provide a cost and turnaround estimate

  • Once confirmed, our team convert your docs into Dashpivot forms templates

  • We'll notify you once complete

As part of this process, we may enhance your templates with Dashpivot's features where appropriate, for example by:

  • Setting up your template as a workflow

  • Incorporating automatic formulas

  • Including a contactless sign-on table

  • Using conditional logic

  • Using lists for dropdown menus

  • Adding photo fields

Did this answer your question?