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You can only access active project folders by toggling to the active tab at the bottom of the sidebar.
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Fields used in the form thumbnail will also be removed.
Fields used to sort forms will also be removed, and forms will default to being sorted by creation date.
Fields used in form thumbnail and to sort forms will also be removed. Forms will default to being sorted by creation date.
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Fields used in the form thumbnail will also be removed.
Fields used to sort forms will also be removed, and forms will default to being sorted by creation date.
Fields used in form thumbnail and to sort forms will also be removed. Forms will default to being sorted by creation date.
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New Template created.
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Template type cannot be changed, you will need to Clone this Template to change it to a Workflow or Timeline.
This cell contains prefilled text, which can only be changed by editing the template.
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Add Template
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Fields Editor
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Header/Footer Editor
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The logo and brand settings for this workspace are located in your Home Folder > Settings.
This information is variable, based on the template settings and the folder where the form is created.
This information is variable, and is generated automatically when the form is exported as a PDF.
This information is predefined, and is the same on every form.
Add
Edit
Column1
Column2
Column3
Column4
Actions
Relationship
Text
Single line text
Multi line text
Prefilled text
Date
Date time range
Date range
Single date time
Single date
Expiry date
Yes/No
Yes/No/NA
Yes/No with text
Yes/No/NA with text
List
Multiple choice
Dropdown
Default table
Prefilled table
Scan Sitemate ID
Signature
Sign manually
Approval signature
Photos
Photos (XS)
Photos (S)
Photos (M)
Photos (L)
Photos (XL)
Sketch
Page break
Person
Single Person
Table name
This field displays the same date and time regardless of the user's timezone.
This field displays the date and time adjusted to the viewing user's timezone.
List property is currently not supported for prefilled tables. Switching the table type will remove the list property columns in the table.

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This list property cell contains data that can only be updated by editing the list.
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This template contains excess fields that exceed the supported plan limit. Please remove the excess fields.
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Click ‘Extend first cell type to all rows’ to update all of the rows and values in this specific column to match the first row cell type.
Filepath
Workspace-Project-Team
Template ID
Template Version
Form Version
PDF Creation Date and Time
PDF Page Number
PDF Export Disclaimer
Prefilled Text
Prefilled Image
Prefilled text in the header/footer is too long.
Text cannot exceed 35 characters
Text cannot exceed 24 characters
Image must be a JPG, JPEG, PNG or BMP file.
Image size must be less than 5MB.
Unable to upload image. Please try again.
Image cannot be empty.
Printed version is uncontrolled
Page # of #
This PDF was created at
[DDD, DD MMM YYYY HH:MM AM]
Type number...
Type...
Template Name cannot be blank or have slashes.
Template ID cannot be blank or have slashes.
Form Name cannot be blank or have slashes.
Template name is required.
Template ID is required.
Form name is required.
Template ID has been used.
Template type is required.
Missing User
The selected person is no longer an active Dashpivot Account User.
You cannot upload attachments in a form preview
You cannot delete attachments in a form preview
You cannot add photos in a form preview
You cannot delete photos in a form preview
You cannot use signatures in a form preview
You cannot add sketches in a form preview
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Photo deleted.
Photos deleted.
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Add photo tags
Select the photo tags you wish to add to the selected photos. Maximum selection of 10 tags.
Apply
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New Photos uploaded
New forms created
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Contributor removed successfully.
Contributor added successfully.
Visitor removed successfully.
Visitor added successfully.
Contributor permissions updated successfully.
Visitor permissions updated successfully.
The List Name is the title of your list.
The List Name is the title of your list.
Choose whether lists are populated or stay empty when deployed to a project folder. This setting applies to single, bulk, or auto-deploy child lists from templates.
List settings saved successfully
List settings save unsuccessful
List item added successfully!
List item not added. Please try again.
Deployed Empty
Deployed Populated
New list created.
Unable to create list. Please try again.
List item colours applied successfully!
Unable to apply list item colours.
Are you sure you want to archive the selected lists? Note: Archiving lists that are deployed to project folders will also archive the deployed lists.
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Unable to archive selected list(s).
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List(s) have successfully been deleted.
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Note: Archiving list items that are deployed to project folders will also archive the list items and any associated list properties.
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Note: Archiving list items will also archive any associated list properties.
List item(s) archived successfully
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You are about to delete a list row which is being used across multiple project teams deployed list. This action is permanent and will delete the list item and any associated properties in all deployed lists.

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This action is permanent and will delete the list item and any associated properties.

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List item(s) deleted successfully
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List item(s) undeployed successfully
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List item(s) restored successfully
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List item deleted.
Choose whether lists are populated or stay empty when deployed to a project folder. This setting applies to single, bulk, or auto-deploy child lists from templates, and can always be changed later in the list settings.
List deployment updated successfully.
Unable to deploy list.
Lists deployed successfully.
Unable to deploy lists.
Lists undeployed successfully.
Unable to undeploy lists.
Notification settings saved.
The provided company does not match the property provided for this action.
The provided project does not match the property provided for this action.
Successfully unsubscribed.
Add List
Edit List
New List
The colour that is applied to list item will be displayed in forms, register view and PDF exports.
List name is required.
Once a property type is selected, it is fixed and cannot be changed.
List property field limit reached in this template. The cells that contain list property will clone over as text cells.
Property columns required for CSV upload
This list has no property values. Uploading a CSV with no property values will only upload the first column of the CSV. Please populate the list with property values if you wish to upload more than one column.
Invalid formatting detected in CSV upload
Continuing the upload will result in leaving cells with invalid formatting blank. Are you sure you want to continue with the CSV upload?
Team Photo Tags
Project Photo Tags
Customisable photo tags help you keep your photos organised and easy to find. Project photo tags will appear in every team folder with a project folder, but they can only be created and edited via the Project folder.
Customisable photo tags help you keep your photos organised and easy to find. Team photo tags only will appear in the specific team folder where they're created.
No project photo tags have been created yet.
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New Tag Group
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Edit Tag Group
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Tag group deleted.
Tag group updated.
Project Alignment
By uploading a KML file of your project alignment, you'll be able to see where your photos were taken relative to that alignment, for any photos uploaded to a team folder within this project folder. When viewing a photo, the alignment will appear in the map panel on the left side of the screen.
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New alignment created.
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Edit Signature
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Add Project
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Project deleted.
New workspace created.
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Add Team
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New folder created successfully!
Folder name updated successfully!
Domains should be more than one for joint venture workspaces
Non-business email domains are not allowed
Invalid domain
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The joint venture domain cannot be the same as a parent domain
At least two parent domains must be specified for joint venture workspaces
Parent domains cannot be the same as the joint venture domain
Toggle on to restrict Dashpivot Visitors and Sitemate Paid Users from being added.
General
Branding
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Global Billing
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Workspace settings updated.
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Yes
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No
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Start
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Type text
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Please specify the list in the category.
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Limit of 3 List property fields exceeded. Please remove the excess fields to save this template.
This template is referencing a list that does not exist in this folder. Please remove the list in order to save this template.
This template is referencing a list that has been deleted. Please link a new list in order to save this template.
Please add items in the category.
Template name is required.
This Template contains legacy table column widths and cannot be saved. To save this template, please replace the legacy widths shown in
and change the width to: S, M, L or XL.
Prefilled tables must contain at least one row
Template needs to have at least one field
Form name is required.
Incorrect number of Approval Signatures. Workflow forms must have 1 less signature than workflow columns.
Approval signature logic error. Input required.
Duplicating actions detected in logic
Duplicating rule detected
Plan type rule limit exceeded
Template history not available prior to July 2020.
This template contains incomplete or invalid logic.
Cannot add logic field into another logic field.
Approval Signatures cannot be placed within Logic blocks.
Please populate the approval signature logic before adding conditional logic.
Conditions within Approval Signature Logic are currently in beta. This feature is only available on Dashpivot web and not the mobile apps.
Limit of 3 conditional rules exceeded. Please remove excess logic or
Limit of 3 conditional logic blocks exceeded. Please remove excess logic or
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Limit of 6 conditional logic blocks exceeded. Please remove excess logic or
Page break fields cannot be placed within Logic blocks.
You do not have the correct Dashpivot subscription plan to use this feature. This logic will not be applied to workflow forms.
The data from this List is not currently supported with Template Logic, our team is working on allowing this, please try again next week or contact support if you have any questions.
Unable to apply Approval Signature logic to this signature/workflow, as the number of conditions has exceeded your current plan limit.
to unlock more conditional rules for approval signature or remove the excess conditions in the Template Editor.
The total number of conditional approval signature logic fields you can add into your templates is based on your subscription plan.
Your plan supports the maximum number of conditional approval signature logic fields in Dashpivot.
Page break cannot be the first field
Page break cannot be the last field
Page break cannot be next to another page break
The first field cannot be a page break field
The last field cannot be a page break field
Updating logo...
Logo uploaded successfully.
Selected logo is too large. Please select an image file which is less than 50Kb.
Template name cannot have slash.
Updating colour scheme...
Colour scheme updated successfully.
Formula error. Please check all formulas.
Form logic applied
Changing your answer will clear the values in the linked logic fields below.
The form has invalid or incomplete data. Please check.
The action has invalid or incomplete data. Please check.
Cannot close completed workflow forms with missing required fields. Please check and then save.
You have not setup your signature. Do you want to setup now?
The email address does not exist. Please check spelling.
Send form as PDF successfully.
Photos moved successfully.
Photos copied successfully.
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Please select the items that you want to export.
Some error happened. Cannot export selected items.
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Please select photos to proceed.
Please input text in the text box before adding it.
Please select the shape you want to delete.
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Edit Template Tag
Add Template Tag
New template tag added.
Template tag updated.
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Unspecified
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New template tab added.
Tabs are being updated for all company templates, this could take several minutes.
Tabs are being updated for all company templates, this could take several minutes.
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Template added to tab.
Template removed from tab.
Tab label must be unique.
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Copy
Move
Org controllers can edit this template in the Template Library of your company Home Folder.
This option will download a ZIP folder containing individual PDFs for each form, and original photo files.
Template deployed successfully
Template un-deployed successfully
Template(s) have successfully been Restored.
Unable to restore selected template(s).
Template(s) have successfully been archived.
Unable to archive selected template(s).
Template deployed successfully.
Your template is being deployed. Please wait a few minutes for the changes to be fully applied.
Unable to deploy template
Templates deployed successfully.
Unable to deploy templates.
Templates undeployed successfully.
Unable to undeploy templates.
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Please select the templates you want to deploy
Register view exported successfully
Register view columns setting saved successfully
This option will export all of the forms selected to an excel file with raw text. Photos, videos, sketches and signatures will not be shown with this option.
Unable to upload more than one CSV file at a time.
Horizontal tables are only available in app version 19.12 onward
List Property cells and Freeze Panes are not supported in the Dashpivot app or Sitemate app yet.
You can copy and paste data from a spreadsheet into a Text, Number, Time or Date cell above.
You can copy and paste data from a spreadsheet into a Text, Number, Time or Date cell above.
You can move between cells using arrow keys, tab and shift+tab.
This option will download the selected forms into an A3 register PDF, with each form attached at the back as A4 PDFs.
This option will download the selected forms into individual A4 PDFs.
This option will download the selected forms into an A3 register PDF.
This option will download all of the visible columns in the register view.
This option will download all columns in the register view, including hidden ones.
This option will autofill the data in your CSV and export all of the visible columns in the register view.
This option will autofill the data in your CSV and export all columns in the register view, including hidden ones.
This cell type is not supported for XS columns
This table contains List Property cells or Freeze Panes which are not yet supported in Dashpivot or Sitemate apps.
You can now add Location cells in tables.
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Comment deleted successfully.
Tag removed successfully.
Description removed successfully.
You will receive email notifications for this column.
You will not receive email notifications for this column any more.
Notification list updated successfully.
Turn on to receive an email notification when a form moves into this column.
Invalid token
You have been subscribed to the personal weekly snapshot email.
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You have been subscribed to the team weekly snapshot email.
You have been unsubscribed from the team weekly snapshot email.
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You have been unsubscribed from the project monthly snapshot email.
Copied snippet successfully.
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Cannot save until you drag and drop a field into the template.
Dashboard added successfully.
Dashboard updated successfully.
This action is permanent and cannot be undone. Are you sure you want to delete selected dashboards and the following charts?
Dashboard deleted successfully.
Chart added successfully.
Quantity
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Charts deleted successfully.
Email invite sent successfully.
List uploaded successfully.
List upload unsuccessful.
Chart updated successfully.
Oops! You need to setup a template containing a default table field before you can setup any charts in this team.
The id of this column is invalid. Please contact support team.
There should only be up to 2 filters.
Please fill out the filter before you run the chart.
You have invalid input in the form. Please check.
Invalid raw code.
This form has been deleted.
This action has been deleted.
Unable to perform this action. Cloning this logic block will exceed your current plan limit.
The number of fields exceeds the limit. Please remove some fields in order to Hide Raw Code and Save the template.
Field limit reached for this template. Additional cells will be cloned and set as text cells by default.
You must select at least 1 template to get started.
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Single Sign-On (SSO) is now available:
Single Sign-On (SSO) is now available for improved security and convenience:
Unlock Approval Signature Logic
Unlock Conditional Approval Signature Logic
Contact us to upgrade your subscription plan and enable Approval Signature logic to add restrictions to which user types/permissions can Approval Sign forms and Reset Workflows.
Contact us to upgrade your subscription plan and enable up to 12 Conditional Approval Signature logic to add restrictions with logic to which user types/permissions can Approval Sign forms and Reset Workflows.
Unlock more PDF Filename Fields!
Contact us to upgrade your subscription plan and allow up to 8 custom fields in your PDF filename.
This custom field is not supported on Standard Plan types.
Unlock Conditional Approval Signature Logic
Contact us to upgrade your subscription plan and enable up to 12 Conditional Approval Signature logic to add restrictions with logic to which user types/permissions can Approval Sign forms and Reset Workflows.
Contact us to upgrade your subscription plan and increase the number of properties you can add into your Lists.
Unlock more List Property Fields
Contact us to upgrade your subscription plan and enable up to 50 List Property fields within your Templates.
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Dashpivot Users
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Project Members
Team Controllers
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Contributors
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Learn how to use this for
Pre-Starts
Method Statements (SWMS/RAMS)
Permits
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Cannot add a Dashpivot Contributor as a Visitor.
Cannot add a Dashpivot Visitor as a Contributor.
with Team Member permissions can upload photos, create forms, and view charts. Team Controller permissions can edit templates, create charts and invite users.
with Project Member permissions can upload photos, create forms, and view charts. Project Controller permissions can do everything Team Controllers can do for all team folders in this project folder, as well as create new team folders, create project-specific lists and invite team controllers.
in sub folders may have Team Controller and/or Team Member permissions in one or several sub folders.
with Org Member permissions can upload photos, create forms, and view charts. Org Controller permissions can access and edit all Project and Team Folders within this workspace.
in sub folders may have Project Controller, Team Controller and/or Team Member permissions in one or several sub folders.
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Single Sitemate Links
Ongoing Sitemate Links
Single Submission Sitemate Links can provide anyone with access to submit a single form for one or more templates, via the Sitemate app without a Dashpivot account.
Ongoing Submission Sitemate Links can provide anyone with access to submit multiple forms for one or more templates, via the Sitemate app without a Dashpivot account.
Create a Sitemate Link for Single Submissions
Create a Sitemate Link for Ongoing Submissions
Edit Sitemate Link for Single Submissions
Edit Sitemate Link for Ongoing Submissions
Restore Sitemate Link for Single Submissions
Restore Sitemate Link for Ongoing Submissions
is setup as a workflow, which means Sitemate users can only fill out the fields above the first approval signature. Fields below the first approval signature will be visible in the Sitemate app, but cannot be filled out. If you’d like those fields to be filled out via the Sitemate app, you should move them above the first approval signature. Note: these fields can later be filled out in Dashpivot.
contains a ‘Scan Sitemate ID’ field, which cannot be used in forms submitted via the Sitemate app. The form can still be filled out, but any ‘Scan Sitemate ID’ fields will appear disabled.
contains a ‘Person’ field, which cannot be used in forms submitted via the Sitemate app. The form can still be filled out, but any ‘Person’ fields will appear disabled.
Workflow Template Detected
Sitemate Scan ID Detected
Person Field Detected
Link archived
Link unarchived
Give your link a name, select which templates to include, and generate the link. You can select up to 20 templates per Sitemate Link.
Limit of 20 templates per Sitemate Link reached.
This Sitemate Link has exceeded the 20 template limit. Please remove excess templates from the selection.
Select all is unavailable because you can only choose up to 20 templates per Sitemate Link.
Welcome to Dashpivot
Thanks for signing up! Below you’ll find a guide we’ve created to help your team setup and use the software.
This guide will disappear when upgrading from a free trial to a paid plan
Setting up Folders
The first step in organising digital information is to create folder structure that works for your company, in the sidebar at the top left of the screen. You can learn about the best way to do this for your company here:
If you want your forms to look professional online and when exported as a PDF, you'll want to make sure you upload your logo and set your brand colour. This will appear on every form, chart and PDF you create.
Logo uploaded successfully!
Setting up Lists
The ‘Lists’ section is for standardising asset and maintenance registers, which can be referenced in your form templates as dropdown menus. Common use cases include lists of employees, plant and equipment, subcontractors, suppliers, cost codes, work activities and assets.
Using Photos
The ‘Photos’ section is dedicated to organising your team’s photos using time/date-stamps, GPS stamps, tags, descriptions and markups. You can link photos to forms you fill out in the 'Templates' section.
Setting up Templates
To go paperless and fill out forms electronically online and in the Dashpivot app, you can create form templates in the ‘Templates’ section. We have free versions available to help you get started, spanning safety, quality, environmental, commercial docs, and more!`
Using Analytics
The ‘Analytics’ section is used to visualise data being captured in your forms via the ‘Templates' section. It’s most commonly used to track production, labour, compliance KPIs, and performance.
Adding Users
To provide access to your team, you’ll need to invite them to create a Dashpivot account via the ‘Users’ section. Once setup, they’ll be able to access and create forms, and upload photos.
Using the Mobile App
The Dashpivot app allows you to fill out forms and upload photos on your phone/tablet. It's available for iOS and Android devices, works offline, has draft mode, autosave, photo markup and photo stamping.
Skip for now
Looks like your email domain is already in use and has been verified, so you won't need a Dashpivot password to login - instead you’ll be able to login using your company’s SSO service.
You will be redirected to your identity provider to login via single sign on (SSO) shortly...
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Let us know more about what you do
Tell us a little about your company, so we can recommend templates and features that will be most useful to you and your team. You can change this selection later.
An error occurred while attempting to retrieve industries and roles.
Warning
Uploading a CSV will replace the existing list items with new list items from the CSV. However, you will be able to re-add the previous list items from the parent list manually.
Uploading a CSV will overwrite all existing list items and properties, and cannot be undone. Are you sure you want to overwrite?
Are you sure you want to remove this user’s access to all Sitemate Links in this folder?
Are you sure you want to remove this user’s access to the templates associated with ALL Sitemate Links?
Formulas can now cross-reference multiple tables. Please enable this via the formula bar.
Form thumbnails require at least 1 field.
Duplicated Person Field name detected. Please use unique Field names for Person Fields.
Table cross-referencing is now enabled!
The Template name is the title of your template.
The Template ID is a unique identifier code used to help manage and reference templates.
The Form name is used to denote the type of form being created with this template (eg. diary, checklist, form, inspection, timesheet, report, request, method statement, record, permit, induction, variation, order, docket)
Template tabs are used to organise your templates, typically by function (eg. safety, quality, environment, finance, commercial, plant) and can be created and managed in your Template Library, located in the Home Folder.
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Note: Archiving project folders will also archive any team folders it contains.
Are you sure you want to archive the selected folder?
Are you sure you want to archive these selected folders?
Are you sure you want to permanently delete the selected folder?
Are you sure you want to permanently delete these selected folders?
Are you sure you want to permanently delete these selected folders?

Note: Deleting project folders will also delete any team folders it contains.
You are now viewing an archived folder.
You are now viewing archived content.
You do not have access to restore a project folder. Please contact your org controller.
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lowercase (Default)
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Title Case
All filename values will be displayed in lowercase. E.g. jane smith
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All filename values will display the first letter of each word in uppercase. E.g. Jane Smith
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Delete item?
Are you sure you want to archive this item?
Archive template?
Are you sure you want to archive the selected templates?
Note: Archiving templates that are deployed to team folders will also archive the deployed templates.
Archive folder?
Are you sure you want to archive these selected folders?
Note: Archiving project folders will also archive any team folders it contains.
Are you sure you want to archive the selected folder?
Archive list?
Are you sure you want to archive the selected lists?
Note: Archiving lists that are deployed to project folders will also archive the deployed lists.
Delete item?
DELETE
Are you sure you want to delete this item?
Delete template?
You are about to delete a template which is being used across multiple project teams.
Note: This action is irreversible and will permanently delete all forms saved using this template, including deployed templates.
You are about to delete a template which is being used across this folder.
Note: This action is irreversible and will permanently delete all forms saved using this template.
Delete folder?
You are about to delete project folders.
Note: This action is irreversible and will permanently delete all associated templates and forms within the folders, including the team folders.
You are about to delete selected folders.
Note: This action is irreversible and will permanently delete all associated templates and forms within the selected folders.
Delete list?
You are about to delete selected lists. This action is irreversible and will permanently delete selected lists that are also deployed to project folders.
You are about to delete selected lists. This action is irreversible and will permanently delete these lists.
Note: This will remove any linked lists used in templates or forms. It will also delete both active and archived list items.
You can still access the active list items and properties via the active/archived toggle above.
To add items, click 'Add Item' and type to select options from the parent list.
No list items have been archived yet.
Properties are the values contained within your list items.
List items are the values contained within your list.
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XS column width only supports Formula, Number, Prefilled Text and Text cells. All other cell types will be converted to blank text cells.

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