eForms™
Sage Paperless Construction eForms is a web-based application you can use to create, publish, fill out and submit forms back to Sage Paperless Construction. The module has different access points depending on your permissions:
Administrator Users: Are configured with eForms Admin permissions and have access to https://forms.sagepaperless.com/ where they can manage, create and assign form templates to be filled in by end users. See eForms™ Administration Portal for more information.
End Users: Are configured with eForms Cloud permissions. From the field, a user can fill out forms, optionally route documents or invoices to other users for approval, then submit the information to an index or a queue in Sage Paperless Construction.
To do so, you must download the eForms application for Apple iPhones, Apple iPads, Android phones or Android tablets. See Download and Use the eForms™ App for more information. The app can be used while connected or disconnected from the internet.
Note
Multifactor Authentication (MFA) settings are configured by a user with System Administrator permissions. See Authentication Settings for instructions to configure MFA and Multifactor Authentication (MFA) for descriptions of the various options.