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.

Video quiz

What type of PDF is required to convert an existing permit form into a form template in Build?

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