Get to know your way around Weave Digital Forms.

This is an add on feature and may not be a part of your current Weave software. Click here to learn about getting Digital Forms for your office. 

Digital Forms Dashboard Overview

You must have the user role of Admin to access the Forms dashboard.

In your Forms Dashboard you can:

You can also send Forms and Packets to customers in the Weave Desktop App. Click here for more information.

Access the Dashboard

1. Log into your Weave Portal and select Forms_Elements.svgForms from the side menu

2. Select Dashboard from the Forms dropdown menu

3. Click the Go To Dashboard button

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4. Sign in to the Forms Dashboard with your Weave Username and Password

See Forms in Progress

To track which forms have been submitted, head to the dashboard and select Reports.svg Form Activities.

Here you can see:

  • All submitted
  • Recently submitted
  • Not submitted
  • Failed sync (Information was not synced to your management system)
  • Completed (Form successfully synced to your management system)

Switch Locations

If you have multiple locations using Digital Forms, you can switch locations once you log in. 

To switch locations:

1. Click on your name at the top right corner

2. Click Change Company

3. Select the location you want to switch to

4. Click Select

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