Fill in and submit a project form
Complete, review and submit a structured project form, including section assignments, progress tracking and file attachments.
This guide is designed for project manager.
Steps
Step 1: Open the form from the project workflow
From your project, open the relevant form instance to see the overall workflow progress and the list of sections you can work on.
Step 2: Review workflow progress and sections
Use the workflow progress bar and stepper to see which sections are not started, in progress or completed, and identify your next actionable section.
Step 3: Start or resume a section
Select a section from the workflow stepper to open its fields in the form renderer, ready for you to start or continue entering information.
Step 4: Enter section details in the form
Fill in the visible fields for the selected section, using the on-screen guidance and validation messages to ensure all required information is provided.
Step 5: Upload supporting attachments
Where a field requires a file, select and upload the attachment so it is securely stored and linked to the correct form section.
Step 6: Save section progress
Save your changes to update the section’s status and ensure that all entered data and uploaded attachments are stored against the form instance.
Step 7: Assign a section to another team member
Use the assignment dialog to allocate a section to a specific colleague, so they can complete or review that part of the form.
Step 8: Review section summaries
Open the section review summary to see key fields and completion status for each section, helping you confirm that the information is accurate and complete.
Step 9: View section audit history
Open the audit trail dialog for a section to review who changed what and when, supporting auditability and compliance.
Step 10: Submit the completed form
Once all required sections are complete, submit the form so it is marked as finished and can be used in downstream workflows and audits.
Last updated: 2026-09-03