How to Create a New Template Document and Assign it to a Project

Login to your web dashboard at www.skillsignal.com

① Go to "Form Builder and Library" module.

② Select "Create New Document".

③ Choose File.

④ Give the document a name, description, which project this document is for, and choose the document type on the dropdown.

⑤ Add Field by selecting from the menu and click "Apply Fields" when done.

⑥ View, Insert, or Edit the document as needed. Click "Submit" to complete the form. 

⑦ As soon as the document is submitted, you can assign the form to a project.

To assign, go back to the SkillSignal Admin Center homepage and select "Projects/Sites" module.

⑧ Pick a project on the list.

⑨ Click the "Edit" button on the upper right corner.

⑩ On Field Supervisor Template Library (Own) field, select the document from the dropdown list.

⑪ Once the document is selected, hit Save & Close.