--- title: Selecting and Completing Template Forms via the Web Portal  description: Learn how to select, create, and manage forms in the SiteConnect Web Portal. This guide covers choosing the right form template, customising form fields, assigning forms to sites or users, and ensuring your team captures accurate, compliant information every time. --- [Skip to content](https://docs.sitesoft.com/selecting-and-completing-template-forms-#main-content) [![SiteConnect Logos (LinkedIn Post)](https://docs.sitesoft.com/hs-fs/hubfs/SiteConnect%20Logos%20(LinkedIn%20Post).png?width=161&height=26&name=SiteConnect%20Logos%20(LinkedIn%20Post).png)](https://siteconnect.io/gb) Open main navigation Close main navigation - [Portal](https://app.sitesoft.com/) [Portal](https://app.sitesoft.com/) Need help? - There are no suggestions because the search field is empty. 1. [SiteConnect User Guide](https://docs.sitesoft.com/?hsLang=en) 2. [Form Builder](https://docs.sitesoft.com/form-builder?hsLang=en) # Selecting and Completing Template Forms via the Web Portal  ## Learn how to select and complete template forms via the Web Portal   Template forms are forms that have been created by the Account Holder that are available for anyone who is connected to their network or a Visitor signed into a Site to select and complete as required, i.e. a General Work Permit   To access your Forms, log into the [SiteConnect Web Portal](https://app.sitesoft.com/)and click the Profile icon in the upper right hand corner of the black bar, then select My Forms in the menu that pops up.   ![My Forms](https://docs.sitesoft.com/hs-fs/hubfs/My%20Forms.gif?width=670&name=My%20Forms.gif)   Click on the orange **Create From Template** button to the left.   ![template form](https://docs.sitesoft.com/hs-fs/hubfs/template%20form.png?width=382&height=140&name=template%20form.png) The below Template Wizard box will display.  Select the relevant **Site** and **Form Template** and then click on **create & open form**.   ![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Apr-03-2024-12-15-58-2201-AM.png?width=670&height=452&name=image-png-Apr-03-2024-12-15-58-2201-AM.png)   You will then be asked if you *'are sure you want to create this form'*.  Click on **Yes** if you do or **No** if you don't.   ![Template form create](https://docs.sitesoft.com/hs-fs/hubfs/Template%20form%20create.png?width=462&height=176&name=Template%20form%20create.png)   The form will then be downloaded ready for you to complete and submit.    **If you need any further help or have any questions, please contact your regional support team:** • **New Zealand (NZ):** ![](https://a.slack-edge.com/production-standard-emoji-assets/16.0/google-medium/1f4e7@2x.png) [support@siteconnect.io](mailto:support@siteconnect.io) ![](https://a.slack-edge.com/production-standard-emoji-assets/16.0/google-medium/1f4de@2x.png) [+64 800 748 763](tel:+64800748763) • **Australia (AU):** ![](https://a.slack-edge.com/production-standard-emoji-assets/16.0/google-medium/1f4e7@2x.png) [support@siteconnect.io](mailto:support@siteconnect.io) [![](https://a.slack-edge.com/production-standard-emoji-assets/16.0/google-medium/1f4de@2x.png)  +61 1300 637 183](tel:611300637183) • **United Kingdom (UK):** ![](https://a.slack-edge.com/production-standard-emoji-assets/16.0/google-medium/1f4e7@2x.png) [support.uk@siteconnect.io](mailto:support.uk@siteconnect.io) ![](https://a.slack-edge.com/production-standard-emoji-assets/16.0/google-medium/1f4de@2x.png) [+44 333 043 5727](tel:+443330435727)      - 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