External Form Management

Accessing the Form Library

1. Go to Settings > Form Management 

2. There you will see two options, select Manage External Forms 

3. Here you’ll see a list of any external forms that have already been imported into your account (if applicable).

   

To Add a New Form:

1. Click + Add Form to open the full list of available external forms.

2. Use the search bar or state filtering options at the top to quickly find a form by name or location.

3. In the list, you’ll see:

   • The Display Name of each form (click to preview the PDF)

   • The Location, showing where the form is used (e.g., state or province)

When you find the form you need, click Import. Once imported, a confirmation message will appear, and the form will be added to your list of active external forms to be added to inspections/series as needed. 

Managing External Forms

In the imported forms list, you’ll see an Edit option next to each form.

From here, you can update the applicable frequencies (e.g., annual, quarterly). When a frequency is edited, the change will automatically apply to:

• All scheduled or pending inspections tied to that form

• Any new inspection series created going forward

This ensures your inspection schedules always reflect the correct version of the form.