View Documents in Forms

You can now add a document dropdown box onto a Form for easy viewing.

To add a Document Dropdown to a Form:

1. Ensure the documents you want to display have been added and published in the Document Library.

2. Edit the Form you would like to add a dropdown box to.

3. Click Add Document Select.

4. Enter the field label name and select which documents you’d like to make accessible.

   • You can add a single document, or many from the library.

   • In this example, when someone selects landscaping as their task, we want the landscaping and gardening safe work practice to be available.

5. Once all looks good, click Save and Publish.

Now if we were to fill out this Field Level Hazard Assessment, we see an option to review the landscaping safe work practice.

Companies can make it required to review a document prior to work and have employees confirm with a signature when they submit a form. This ensures that your staff read and understand the document prior to completing work.