Formis help center

Seat, project role, company, and Access Group stack independently to decide which forms and documents each person can open on a project.

Standing opens the shelves you can reach; Delivery hands you specific items such as routed workflow steps and transmittals.

Invite people, choose their seat and company, grant project access, and set an access expiration when you need one.

Create your first project, deploy starter forms, set your company, and invite the people who will run RFIs.

Learn how Tenant Admin, Manager, and Contributor seats combine with project roles like Project Manager and Document Controller.

Group people into companies inside your Formis tenant so outside crews see their own work plus what you share on a project.

How the Formis Action items starter template tracks who agreed to do what, with a lightweight workflow that emails each assignee their items and doesn't hold the submission open.

Attach as many photos as you need to a Task List item as evidence of a problem or proof of a fix, then view them full-size from the item's photo strip.

Start from Blank Form, add fields, deploy to a project, and publish so the team can submit work.

Add a Configurable List so fillers can enter repeating rows such as crew or equipment on a daily report.

Build Form Calculation formulas from fields and the built-in function list (math, dates, choice count, formatting); use only those functions when asking the help bot for a formula.

Add an Image Upload field so crews can attach jobsite photos and mark them up with a freehand pen and layers inside the form.

How Formis's Daily Field Report starter template works: weather, crew and labor, work performed, equipment and materials, delays and safety, sign-off, and the built-in PM review step.

Reference for every Form Designer Basic field and Widget, including Form Calculation setup and exact setting names.

Add a construction starter template from Forms, or create an instance from the Formis form library when you have admin access.

Draw directly on a Task List photo to circle a defect or call out a hazard, without changing the original image.

Drop a pin on the exact spot on a drawing where a Task List item applies, then open, move, or remove it from the item's pin card.

How Formis's punch list feature works: creating items, pinning them to drawings, assigning trades, and the review cycle that closes them out.

Who can reopen a closed Task List item, when a reason is required, who gets notified, and what reopening does and doesn't do to the submission's workflow.

How Formis's Safety observation starter template works: hazard type, severity, corrective actions, and the review cycle that closes items out.

Use Show/Hide Field conditions to reveal or hide fields and whole sections based on field values or derived Workflow Status (Draft, Under Review, Complete, and more).

Create an RFI submission, fill and submit it, watch workflow status, and revise when it is returned.

Which emails a Task List sends and when: assignment digests, Ready for review, reopen, and completion, plus what does not send an email.

How Formis's Task List widget works: adding items, statuses, filters, and the difference between a task list on one submission and the task board across a project.

How the Task List works on a phone: the card layout, taking photos with the rear camera, pinning on drawings with touch, and staying connected while you save.

Editing a published form updates the live definition everyone uses; existing submission answers stay stored, and when you open an older submission you view it through the current form layout, not a frozen historical schema.

Bind an RFI workflow to the form, add an approval step for the Project Manager, and save so new RFIs route for sign-off.

Configure each review step's actions and Outcome severity so the most severe response governs the displayed outcome and the workflow path.

Set Edit Policy on each review step so assignees can change only the fields that belong to their part of the process.

Set Target Review Duration, Allow Reassign, and Escalation so a review step does not stall in one person's court.

Assign a review step to several people, then choose a Completion Rules option that decides when the step is done.

How Task List item statuses work, and how the Punch list and Safety observation workflow waits for every item to close before sending the submission to review.

A review step has an assignee, a set of actions, and a notification. Anyone who can open the submission can follow its progress.

Outside recipients open an emailed acknowledgment link, review the package, download files, and acknowledge without a Formis seat.

Submit the construction-pack Transmittal form and send it so external recipients can acknowledge by email.

Turn on Document Control, assign a Document Controller, manage published and review queues, and create transmittals from Documents.

Mark a file as Project-wide access so every project member can open it after it is published, without sending a transmittal.

Invite owner's reps, engineers, and subs onto one project so each company sees shared work and their own records without your full internal filing set.

Every plan includes 100 free AI credits each month; Pro and Business can add packs, and usage lives under Plan and billing.

Turn on Pre-Submission Insight, fill Form Intent and field AI context, and review guidance before contributors submit.

Customize the project invite email from Team on Pro and higher, and see what Starter keeps on the system template.

Compare Starter, Pro, Business, and Enterprise in Plan and Billing, run the 14-day trial, and upgrade when you are ready.