How do I add a form document (e.g. RFI)?

From within the project, select the form type to be added (e.g. Request for Information). On the log of that form type, click the "Add New" button located on the top of the page. A blank form is displayed in edit mode. Complete the required field(s) and then click "Save".

Something has changed on my document, how do I see what it looked like in the past?

Once you have access to a document, either by creating the document or having it shared to you, you have the ability to take a look back in time and see how that document looked at any date and time in the past, assuming you had access at that point in time. All information is tracked and searching information is easy. For this reason, no one can change information on you without your knowledge.

To view what a form looked liked in the past, navigate to the form you are interested in. Click the "..." button and then click the "View as of date/time" link. Choose a date and time and then click "View". Everything that you see on the form including fields, action items, reference links, attachments, activity, and access will reflect the form as it was at that date and time.

Can I delete a mistake I made on a document?

Projectteam.com is a collaborative system which means organizations can connect with other organizations on a common project while maintaining ownership of any data that has been shared to them. For this reason, once information has been shared, it can never be deleted. If a mistake has been made on a document that has been previously shared, users may choose to mark that document as obsolete, assuming they are a user from the organization that created that document.

Documents that have been marked as obsolete will not be shown in the default log view. To view documents that have been marked as obsolete, you will need navigate to the "Obsolete Forms" log that is located on the project homepage.

How do I clone a form instance so that I can keep all the same information?

From within the project, select the form type you would like to Clone (e.g. Field Report). Click the "..." button at the top of the form and click the "Clone" link. A new form will be displayed including all of the same information from the original form. Make your desired changes and then click "Save".

How do I add custom fields to a form?

Whether you need to add a custom field to one of the default forms or to a custom form that you've created, custom fields can be added as long as you have access to that form. There are just three easy steps to adding custom fields:

• Choose a field type to add to your form (e.g. text, number, currency, pick list)
• Add the field label and any other required properties
• Choose the user(s) and/or group(s) that should have access to your new field

Once you create custom fields, you can always edit them or remove them.

For more informationFor information on adding custom fields, please reference the Custom Fields page.

Helpful Screenshots