Accessing the Form Library
Go to Settings > Form Management
There you will see two options, select Manage Backflow Forms
Here you’ll see a list of any backflow forms that have already been imported into your account (if applicable).
To add a new backflow form:
Click + Add Back Flow Type to open the full list of available forms.
Use the search bar or state filtering options at the top to quickly find a form by name or location.
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 the list of active backflow forms within your instance, and can be added to any building/inspection.
Managing Backflow Forms:
From the Backflow list, you’ll see an Edit option next to each form.
From here, you can inactivate the form as well as update the display name.
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