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.

Use the Action items starter form for meeting commitments with a lighter Task List and notifications off by default.

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.

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 on a Task List or form photo with pen color, width, undo, and layers, then download with or without markup.

Drop a Task List item pin on a drawing so the issue stays tied to an exact spot on that sheet revision.

Use the Punch list starter form to capture walk defects with trade, photos, drawing pins, and a Wait for Tasks closeout review.

Reopen a Closed Task List item with an optional reason so the assignee gets a targeted email and can finish the work.

Use the Safety observation starter form to log hazards with hazard type, severity, photos, and the same Wait for Tasks closeout as Punch list.

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.

Pinch-zoom drawings, fit Photos on a phone screen, and trust Submit feedback so Task List work stays usable on mobile.

Which emails a Task List can send — assignment digest, Ready for review, reopen, and completion — and who receives each one.

Attach multiple photos to a Task List item, view them in the item panel, and keep automatic filenames and pin location metadata.

Add a Task List widget to a form so each item has its own status, assignee, due date, photos, and optional drawing pin.

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 Punch list and Safety observation wait for every item to close, then verify or send work back with Revision Required.

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.