Freeforms can be assigned to projects to assist in the evaluation of a risk work or the tracking of documents.


Let's consider how this can be done. 


  1. Open the project you would like to assign the freeform to, click on the three dots and select Project Freeforms from the drop-down list. 
  2. Next, click Add Freeform and select the relevant freeform from the drop-down list from the drop-down list.
  3.  A blank freeform of the selected template will then appear and be linked to the project.
  4. Click Save to finalise the assignment.

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!