Video Explainer: Building Forms
This video covers the key steps for creating and managing forms in Lever360. Follow the guide below for detailed instructions.
1. Accessing the Form Builder
Navigate to the Main Menu.
Scroll down and click the Settings icon (gear icon).
In the Company Settings menu, select Form Templates.
2. Creating a New Form
Click "Create Form Template".
Enter a Title and Description for the form.
The Title is the primary identifier.
The Description provides additional context and will appear when sending the form.
3. Formatting and Adding Job Data (Keys)
The Form Builder allows rich text formatting with:
Bold, Italics, Underline, Strikethrough
Lists: Bullet points, numbered lists, checklists
Tables: Used to structure fields like customer and insurance details
Images: Upload company logos or other visuals
Columns: Use tables to separate content neatly
Inserting Dynamic Fields (Job Keys):
Click the Insert Job Key dropdown.
Select fields such as Job Name, Customer Name, Address, Insurance Company, etc.
The system will automatically populate these fields when the form is sent.
4. Adding Signature Fields
For the form to be signable, you must insert a Signature Field:
Click the Insert Signature Key dropdown.
Select Signature to place a signature field in the form.
(Optional) Add Signature Date to auto-stamp the signing date.
💡 Tip: Formatting elements like bolding job fields (e.g., Job Name) help key information stand out when sent to customers.
5. Saving & Managing Forms
After creating your form, make sure to click Save Changes.
To preview the form before sending, click Preview Form.
You can edit existing forms from the Form Templates list.
Ensure that forms are correctly formatted before sending.
Getting the Form Signed
Next Steps Now that you've created a form, you can proceed to sending it for signatures via email or collecting a signature directly on a mobile device.
For additional guidance, check out our other help docs:
By following these steps, you’ll be able to create and manage forms efficiently in Lever360.
💡 Need help? Contact support or reach out through Lever360’s help resources.
📧 Support Email: help@lever360.com
📞 Help Desk: 561.337.2900
📚 More Guides: https://docs.lever360.com/en/
🚀 Now you’re ready to streamline form creation like a pro!