---
title: How to Complete Forms via the SiteConnect Mobile App
description: Here you will learn how to access and complete Forms you have been assigned in the SiteConnect Mobile App
---

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1. [SiteConnect User Guide](https://docs.sitesoft.com/?hsLang=en)
2. [SiteConnect Mobile App](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en)
3. [Forms](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#forms)

# How to Complete Forms via the SiteConnect Mobile App

## Here you will learn how to access and complete Forms you have been assigned in the SiteConnect Mobile App

### Index:

- [Accessing your Forms](https://docs.sitesoft.com/how-to-complete-forms-via-the-siteconnect-mobile-app-reskin#Accessingforms)
- [Filtering your Forms](https://docs.sitesoft.com/how-to-complete-forms-via-the-siteconnect-mobile-app-reskin#Filtering)
- [Accessing your Forms via Site](https://docs.sitesoft.com/how-to-complete-forms-via-the-siteconnect-mobile-app-reskin#acccessingviasite)
- [Creating Forms via the Mobile App](https://docs.sitesoft.com/how-to-complete-forms-via-the-siteconnect-mobile-app-reskin#Creating)

 

Please watch the following video which will briefly go over how to complete any Forms that have been assigned to you through the Mobile App.

 

**Please note that this video was recorded before our latest app update so some visual aspects may differ**

 

**Completing Forms (5.09)**

<iframe data-hsv-src="https://play.hubspotvideo.com/v/8030145/id/69030549008" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="69030549008" data-hsv-style="" data-hsv-width="688" data-hsv-height="387" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

 

**Also please scroll down the article for further information:**

### Accessing your Forms

 

To start off with you may have received a notification from Site Connect stating that you have a Form in your profile that needs completing.

The forms that you have been notified to complete by your company will appear on the **Dashboard** of the app as soon as you log in. Just log into the SiteConnect app, then you should see the following **My Forms** box on your Dashboard. this will show the number of Forms you have completed and the number of Outstanding Forms that you have yet to complete

 

![Incomplete forms](https://docs.sitesoft.com/hs-fs/hubfs/Incomplete%20forms.webp?width=228&height=461&name=Incomplete%20forms.webp)

 

Simply click this box to access a list of all of your assigned Forms. These will show in the Status column as either Assigned (if you have not entered the form yet), In Progress (if you have entered the form and not finished it) or Submitted when this form has been completed.

 

![Assigbed pre start](https://docs.sitesoft.com/hs-fs/hubfs/Assigbed%20pre%20start.png?width=254&name=Assigbed%20pre%20start.png)

Click any one of these Forms to then access the content and complete it. You will be able to either fill in information or tick/select options based on the Form that you are completing.

 

**If uploading photos or files to the form the following file types and photo formats are permitted:**

doc, pdf, docx, zip, jpg, jpeg, bmp, png, gif, heic, heif, hevc, xls, xlsx, eml, csv, txt, mp3, m4a

 

![Competing form](https://docs.sitesoft.com/hs-fs/hubfs/Competing%20form.webp?width=254&height=508&name=Competing%20form.webp)

 

 

Once you have completed the Form click **Save & Close at the bottom** to submit the form. Your managers will the be notified that you have submitted this and will be able to view your answers on their end.

 

![Submit and close](https://docs.sitesoft.com/hs-fs/hubfs/Submit%20and%20close.webp?width=254&height=509&name=Submit%20and%20close.webp)

If you have not finished the Form yet but need to leave you can also click **Save Progress** and come back to the Form at a later time.

 

![image-png-Aug-02-2023-07-11-40-9996-AM](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Aug-02-2023-07-11-40-9996-AM.webp?width=254&height=507&name=image-png-Aug-02-2023-07-11-40-9996-AM.webp)

You can also access your Forms by clicking the three horizontal lines on the upper right hand corner and then clicking **My Forms** on the menu that appears.

 

![My forms button gif (1)](https://docs.sitesoft.com/hs-fs/hubfs/My%20forms%20button%20gif%20(1).webp?width=254&height=519&name=My%20forms%20button%20gif%20(1).webp)

### Filtering your Forms

 

In the **My Forms** menu you can also filter your list to your liking. When you click on MY Forms you can then click the Orange Filter icon on the upper right hand corner next to the Search bar.

 

![Form filter button](https://docs.sitesoft.com/hs-fs/hubfs/Form%20filter%20button.webp?width=254&height=508&name=Form%20filter%20button.webp)

From here you can then filter the My Forms list by the following criteria

 

![Filter dynamic form menu](https://docs.sitesoft.com/hs-fs/hubfs/Filter%20dynamic%20form%20menu.png?width=254&height=450&name=Filter%20dynamic%20form%20menu.png)

- **Select Sites-** filter the list for Forms relevant to selected Sites at the very top of the page
- **Select Companies-** you can filter Forms which have bee sent to you by specific companies
- **Statuses-** either Assigned, In Progress or Submitted
- **Form Types-** either a standard Form or a Site Induction
- **Order by-** can choose to order the list via the Assigned Date, Form Title (alphabetical) or Form Type
- **Order-** can also choose to order the form based on these other criteria in ascending or descending order

You can also click **Clear** on the upper left hand corner to clear these filters and start again or **click Save** to apply your filters and access your My Forms list again.

 

### Accessing Forms Via the Onsite screen

 

You can also access your Forms from the screen you enter when signed into a Site

To do this, sign into the Site that you wish to complete the Form for. For more information on signing in, please see this article [here.](https://docs.sitesoft.com/how-to-complete-the-daily-site-acknowledgment-reskin?hsLang=en)

 

Once in the **Noticeboard** for that Site, click on the **My Forms** button that appears on this screen,

 

![My forms onsite screen](https://docs.sitesoft.com/hs-fs/hubfs/My%20forms%20onsite%20screen.webp?width=254&height=506&name=My%20forms%20onsite%20screen.webp)

 

### Selecting Form Templates s via the Mobile App

 

When in your **My Forms** list you will also see the **Create** prompt on the upper right hand corner 

 

![Create form](https://docs.sitesoft.com/hs-fs/hubfs/Create%20form.webp?width=254&height=494&name=Create%20form.webp)

 

From here you will be able to select Forms from pre made Form Templates that have been created by Administrators.

 

When you click **Create**, you will be prompted to select a **Site** to assign the Form to at the top of the page.

 

**This will auto default to the Site that you are currently signed into**.

To change the Site the Form is for, please click the Site description at the top of the page and then select the applicable Site by scrolling or searching for it.

 

Once you have selected a Site, you will need to select a Template. These templates have been set up by an Administrator.

 

If the template you are looking for is not available please contact the Administrator of the Account.

 

 

![Selecting form template](https://docs.sitesoft.com/hs-fs/hubfs/Selecting%20form%20template.webp?width=254&height=507&name=Selecting%20form%20template.webp)

 

Once you have selected a Site and a Template, they will be listed on the screen.  Click on **Create & Open Form.**

 

**![Create and open form](https://docs.sitesoft.com/hs-fs/hubfs/Create%20and%20open%20form.webp?width=298&height=601&name=Create%20and%20open%20form.webp)**

 

You will then be able to complete this Form and submit it. This will then notify the applicable Administrator that a form has been created and submitted and they will be able to view your Reponses. 

 

**[Click here](https://docs.sitesoft.com/hubfs/How%20to%20Complete%20Forms%20via%20the%20SiteConnect%20Mobile%20App%20-%20PDF%20Version.pdf?hsLang=en)for a PDF copy of this training guide.**

 

**For any SiteConnect issues or questions, please contact the Support Team via Email: [support@siteconnect.io](mailto:support@siteconnect.io) or call us on 0800 748 763.**

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