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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 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

 

Click on the orange Create From Template button to the left.

 

template form

The below Template Wizard box will display.  Select the relevant Site and Form Template and then click on create & open form.

 

 

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

 

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):
support@siteconnect.io
+64 800 748 763
• Australia (AU):
support@siteconnect.io
 +61 1300 637 183
• United Kingdom (UK):
support.uk@siteconnect.io
+44 333 043 5727