Using Forms in ArcSite
Forms let you capture structured field data โ checklists, inspection notes, sign-offs โ directly inside any drawing or project. Completed forms can be exported as PDFs or packaged with proposals and estimates from the ArcSite User Site.
Availability
iOS | Android | Windows | Web / User Site |
โ Available | โ Available | โ Available | โ Available |
Part 1: Create a Form Template (User Site)
Form templates are built on the ArcSite User Site and sync to the app automatically.
Go to https://user.arcsite.com/admin/forms. Log in if prompted.
Click Setting
Click Forms
Click Create Form Template
Click Rename button to name your form.
Tap the + icon next to any field type to add it to the form.
To reorder a field, tap the field and choose Move Up or Move Down. To rename it, choose Edit Label. To remove it, choose Delete Field.
Tap Save Form when done.
The form is immediately available in the app once saved. No sync step required.
Part 2: Fill Out a Form (iOS, Android, Windows)
Open a drawing.
Tap the Forms button in the top-right toolbar.
Tap New Form.
Select your form from the list.
Fill out the fields and save.
Part 3: Export a Completed Form (User Site)
Forms can only be exported after the drawing has been published to the ArcSite cloud.
From within the drawing, tap the Upload icon to publish the drawing to your ArcSite cloud account.
Go to the Project in the user site at: https://user.arcsite.com/app/projects
Select the Project, then the Drawing.
Tap the Forms tab.
Choose your export format and tap Download.
To download the form bundled with the full drawing, tap Download Drawing instead of using the Forms tab. To package the form with a proposal or estimate, do so from the User Site before downloading.
Tips
Edit form templates anytime at user.arcsiteapp.com/#/forms. Changes sync to the app automatically.
Forms are tied to individual drawings, not projects. Each drawing keeps its own form submissions.