Create a safety permit from an existing smart PDF form
Rather than using paper safety permit forms, or even stand-alone PDF forms, you can convert your process into a better digital workflow that can be completed inside of Build. In this video, you will learn how to quickly convert an existing PDF form into a new form template inside of Build. You’ll also discover how to add approval workflows to ensure compliance.
After completing this video, you’ll be able to:
- Convert an existing PDF safety permit into a form template in Build.
- Add approval fields to the template.
- Create an approval workflow for the safety permit.
Any referenced datasets can be downloaded from "Module downloads" in the module overview.