Freeform templates are created to house a specific set of documents. For example, a template can be used as an HR tool to store employee data like CV's, driver's licenses etc. and another can be created to contain all necessary documents on a project, such as the fee proposal and any necessary certificates. Additionally, freeforms can be used as a grading criteria to determine the likelihood of an event occurring.

 Let's look at how to set up a new freeform template as a grading criteria.


  1. To create a new custom checklist click on the settings cog and select Templates from the drop-down list. 
  2. Open the Freeform Templates tab and click on the + New Freeform template button to open the pop-up window.
  3. Enter a Template Name and set the Form of Evaluation as the Sum of Scores. Then, enter the Minimum Score acceptable. This will allow you to create a scoring system that can then be used to rate project aspects.

  4. Next, click +Item.

  5. Add the name of item, i.e. the criteria item you will be evaluating, and set the Type to a Dropdown (Scored).

  6. Select what kind of Attachment you would like to upload to this freeform when you perform the evaluation, if any. A File Upload allows for a single document in any format to be uploaded to the item, and a Revisioned File Upload allows for a sequence of documents to be uploaded that can each be accessed as needed. Alternatively, you are also able to link the relevant document to the item using a File Link in cases where document sizes are large.

  7. Template File allows you to upload a standard format for the item to provide guidance on how the item should look. For example, a standard health and safety checklist used in site inspections.

  8. Now, click +Option to establish the possible gradings you could award the item under evaluation along with the respective score.

  9. Lastly, click on the three dots and choose whether to Allocate Responsibility for completing the items in the freeform to a specified resource. Additionally, you also have the option to Block invoicing until the freeform item is completed.

  10. Click +Item and repeat the previous steps for any additional criteria items that may be required as part of the evaluation.
  11. The final step is to Save the freeform template.

We hope this article was helpful. If you have any questions, please do not hesitate to reach out to us. Our support team is always happy to help!