Skip to main content

Creating a Form with Associated aMessages

This article will explain how to associate aMessages on a file with new forms you'd like to create.

Updated this week

Building Your Form

  1. Open the selected file and click the aMessages icon (top right).

  2. Click the profile icon next to the required comment to activate the Create a Form button. (Tip: the profile icon will display a tick as confirmation that the comment has been selected).

  3. Click the Create a Form button(top right).

  4. Click the form you'd like to create. (Tip: Use the search bar to quickly find a form type by entering a keyword from the Form Name, Form Code or Project Name).

  5. In the window, enter the required details as defined in the form design.

    • Available options are dependent on the project's form settings. Any associated file comments will appear at the bottom.

  6. Click Send (bottom-right) to submit the form.

Form Completion Controls

At the bottom of the form, you’ll see additional options:

Control Name

Description

Display Form Print View After Saving

If selected, once you click Send, the form will open in print view.

Send

Submits the form directly. If the Display Form Print View After Saving option is not selected, the form will open in standard view.

Save Draft

Saves the form as a draft so you can return to it later.

Cancel

Discards your changes and exits without saving.

Did this answer your question?