Choose the Form Type
Completing a SMART Form is straightforward. Simply navigate to the Forms page, review the available options, and select the Form Type that you need to complete.
Step by Step User Flow
Once you’re selected the form type, a Step-by-Step User flow will appear at the top of the screen to walk you through submitting the form. It shows the total number of steps and your progress. Updating in real time as you complete each one.
Filling out the Form
Tap on the entry fields to add any required information and click on the green arrow to move to the next stage or on the grey arrow to go back.
If any mandatory fields are missing, they’ll be flagged and you won’t be able to proceed until they’re completed.
Finalising the Form
Once you reach the last step, most forms will require a sign-off. To finish, simply click the green check button to complete your submission.
You will receive a pop-up confirming this Form has been submitted, and this will be now pending Sync on the Sync tab.
Submitting the Form
Finally, go to the Sync Tab and from here you can manually trigger the Sync by clicking on the Green Sync button, or simply wait for the automatic sync to run.
