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Sage Paperless Construction Help

Download and Use the eForms™ App

To use eForm, you must first download the application from the Apple App Store for iPhones and iPads, or from the Google Play store for Android phones and tablets. The app has the following icon:

Figure 2. Sage eForms Phone (Phone) Sage Paperless Const. eForms (iPad or Android Tablet)
Sage eForms Phone (Phone) Sage Paperless Const. eForms (iPad or Android Tablet)


Once you have downloaded the app and your administrator has completed Assign eForms™ User Permissions, you can log in to eForms:

  1. Open the Sage Paperless Const. eForms application and enter your email address.

    Note

    Screen size and layout may be different depending on whether you are using a phone or table, but the app's functionality is the same across devices.

    eFormsLetsFindYourUserSagePhone.jpeg

  2. Click Find.

  3. In the Password field, enter the associated password.

    eFormsLoginScreenSagePhone.jpeg

  4. (Optional) Click Forgot my password to generate an email link for resetting a forgotten password.

  5. Click Login.

  6. If your company has multiple clients, select the applicable client from the CLIENT dropdown.

  7. Click CONTINUE.

  8. From the Vault dropdown, select the vault you want your eForm reports and files to sync to.

  9. Click CONTINUE.

    The Main Menu screen displays:

    eFormsMainScreenPhoneSage.jpg
Navigate the eForms™ App

The main page provides an overview of what form templates are available for you to fill out, shows you the status of your existing forms (In Progress, Submitted, Synced) and if you have forms from others (Routed To Me).

Note

For more information on creating a new form, see Fill Out a New eForm.

Figure 3. eForms Tablet
eForms Tablet
A: Your currently selected vault. You can choose other vaults from the dropdown if your company has multiple vaults available.
B: Forms that have been routed to you by other users.
C: In-progress form with a status bar that indicates its percent complete.
D: Opens Settings dialog where you can enable or disable automatic sync, reset your password, give your device a friendly name (e.g. "Morgan's iPad") or unlink the device.
E: Click to log out.
F: List of forms ready for you to fill out. Highlight the form you want to start, then click Begin Form.
G: Click to start the process to Fill Out a New eForm.
H: System and app diagnostics, including the device key, app version and logs.


Figure 4. eForms Phone
eForms Phone
A: Click to view system announcements and communications.
B: Click to view your currently selected vault, as well as update Settings like automatic form syncing, give your device a friendly name (e.g. "Morgan's Phone"), and check system and app diagnostics such as the device key, app version and logs.
C: Click to access the list of forms ready for you to complete the procedure in Fill Out a New eForm.
D: In-progress form with a status that indicates its percent complete.
E: My Forms section provides a quick overview of which forms have been routed to you by other users, are in progress, have been submitted and how many have successfully synced with Sage Paperless Construction.


Fill Out a New eForm

The following is an example of how to complete a new form based on a template that was assigned to you by your Administrator.

  1. Do one of the following to start filling in an eForms™:

    • Tablet: Highlight the form in the NEW FORMS pane and click Begin Form.

    • Phone: Click Start New Form and select the form from the list. Then click Select Form.

  2. (Optional) If prompted, you can choose to rename the form or specific question categories.

    SageeFormsiPadChangeFormTitle-mh.PNG

  3. Proceed through the questions and enter the requested information.

    Note

    Certain questions may display a Search search_icon.png icon, which indicates a lookup to populate selectable options from the system.

    You may also be able to mark certain questions as Not Applicable or NA if they do not apply and your administrator has enabled that functionality.

    SageeFormsiPadWorkOrderlookup-mh.PNG

    Some questions require information to be chosen from a list, typed into a field, or entered using a slider, calendar or time selector. You can even upload photos, add a signature or capture your current GPS location. See the examples below:

    SageeFormsiPadcalendar-mh.PNG
    SageeFormsiPadAddSignaturecomplete-mh.PNG

  4. After you have completed the form, click Submit.

    If the device has access to the internet or cellular data, the completed form syncs with Sage Paperless Construction. If not, the report syncs once access is restored and displays in the Synced menu. You can now create a PDF of this form, send it via email or open a read-only version to review.

    Note

    The last page of the report file displays full-sized versions of the uploaded images included in the field report.

    SageeFormsiPadPDFformreadforemailing-mh.PNG
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