📋 How to View and Link Forms to Sites

Managing forms within your projects or sites is a key feature of Take5™ Connect, allowing you to link and track various forms associated with a specific project or site. This guide will show you how to view and associate forms with projects or sites. 👇

---

Step 1: 🔑 Access the Sites Menu

1. Log in to your Take5™ Connect account and navigate to the Sites tab from the left-hand menu.

---

Step 2: 📑 View Forms for a Site

1. In the Sites menu, select the Site you want to see the forms for and click View next to the name. 2. Find the option labeled Forms in the right-hand menu.
3. Click on Forms to view all forms associated with this project or site.

---

Step 3: ➕ Add a New Form

1. If you are an Administrator, click on the +New button in the top left corner to create a new form for the site. This will automatically associate the new form with the selected project or site.
2. You can also click Edit next to an existing form to modify it or add more fields.

---

Step 4: 🔗 Link the Form to Multiple Sites

1. When creating or editing a form, you can associate it with multiple sites.
2. On the Form Settings tab that appears when you are creating a form, click Sites and select the projects or sites you want to associate the form with.

3. Once you’ve finished creating or editing the form and linking it to the desired projects or sites, click Save to confirm your changes.

---

❓ Troubleshooting

If you encounter issues:

• Ensure the form is correctly associated with the intended projects or sites.
• Refresh the page if changes don’t appear immediately.

---

📞 Need Help?

If you need further assistance, please contact our support team:
📧 Email: siteconnectsupport@sitesoft.com
📞 Phone (NZ): 0800 582 535