A templates acts as a digitalised version of your field documents/forms, to help you go paperless!

In short, the templates section replaces out-dated systems and methods like Word, Excel, PDFs, handwritten notes and legacy softwares.

Using Dashpivot's easy 'drag n drop' template builder, you can setup your templates your way, without IT support which can take time and money.

In this short video, we cover how the templates section works, how to build templates, and how to organise your forms.

For the full list of field options available, see this article: click here