Fresh Projects

00:00: Freeform templates are created to house a specific set of documents.

00:05: For example, a template can be used as an HR tool to store employee data like CV's,

00:11: driver's licenses etc. and another can be created to contain all necessary documents

00:16: on a project,

00:17: such as the fee proposal and any necessary certificates.

00:22: Additionally,

00:23: freeforms can be used as a grading criteria to determine the likelihood of an event occurring.

00:27: occurring.

00:30: Let's consider how to set up a freeform template for document storage.

00:35: To create a new custom checklist select "settings" from the main menu.

00:41: Then,

00:42: selectTemplatesfrom the drop-down list.

00:46: From there, open the "Freeform" Templates tab from the top of the templating

00:50: dashboard.

00:52: Then,

00:53: select the "+ New Freeform Template" button to open the pop-up window.

00:58: Enter aTemplate Name and set theForm of Evaluationas None.

01:04: Next,

01:04: click "Add Item".

01:07: Add the name of the specific item you need, i.e. the document you want to archive.

01:13: Then,

01:13: set the Type to a Tickbox.

01:17: Select what kind of attachment you would like to upload to this freeform when you

01:21: perform the evaluation.

01:24: A "File Upload" allows for a single document in any format to be uploaded to the item,

01:29: and a "Revisioned File Upload" allows for a sequence of documents to be uploaded that

01:33: can each be accessed as needed.

01:36: Alternatively, you are also able to link the relevant document to the item using a

01:41: "File Link" in cases where document sizes are large.

01:46: "Template File" allows you to upload a standard format for the item to provide

01:50: guidance on how the item should look.

01:54: For example,

01:55: a standard health and safety checklist used in site inspections

02:00: Lastly, click on the three dots and select whether to Allocate Responsibility for

02:04: completing the items in the freeform to a designated resource.

02:10: Additionally,

02:11: you have the options to Block invoicing until the freeform item is completed,

02:15: specify whether attachments are Optional,

02:18: and determine if a "N/A" override is permissible when requesting file

02:22: uploads.

02:25: Click "Add Item" and repeat the previous steps for any additional documentation items

02:29: that may be required as part of the project.

02:33: After you have added the required extra items,

02:36: select "Save freeform template" to save all your changes.

02:41: If you wish to make any changes at a later stage,

02:44: you can do so by selecting the pencil icon located on the far right side of the

02:48: template name.

02:51: Edits can be made from within the pop-up, or the freeform template can be deleted

02:55: directly from this window.

02:58: You have now successfully created and configured a freeform template for document

03:02: storage in Fresh Projects.