Prerequisites
Access to the RocketPlan web portal.
Company admin user permissions.
Ensure your company information (name, logo, and address) is correctly entered in your profile.
Steps to Create a Form Template
1. Navigate to the Forms Section
Log in to the RocketPlan web portal.
On the left-hand panel, click on the Forms section.
Note: This section is only accessible to company admin users.
2. Add a New Form
In the Forms section, click the Add button.
3. Form Page Overview
The form page is divided into two sections:
Right-Hand Side:
Used for creating custom form templates.
You can enter free text or paste existing templates.
By default, your company name, logo, and address will appear at the top.
Note: This information is pulled from your profile.
To edit this information:
Click the icon with your initials in the top-right corner.
Select Edit in the company account section.
Updates can be made on both the mobile application and web portal.
Left-Hand Side:
Used to insert placeholder fields.
Placeholder fields automatically populate with project-specific information when the form is opened within a project.
4. Insert Placeholder Fields
To insert a placeholder field:
Click on the desired placeholder (e.g., policyholder name, date of loss, policy number).
The field will be inserted where the cursor is located.
5. Enable Electronic Signatures
If the form requires a client signature:
Check the Required Signature checkbox.
6. Finalize and Save the Form Template
Once all content and placeholders are added:
Click the Add Contract button to save the template.
Using the Form Template in a Project
1. Open a Project Document Folder
Navigate to the desired project.
Open the Documents folder within the project.
2. Add a Form
Click the Add Form button.
Select the template you wish to use.
Example: Opening the Emergency Authorization Form will show all populated fields from the project info.
3. Populate Input Fields
Input fields will be automatically populated based on project information.
If multiple entries exist for a field, a dropdown will appear to select the applicable entry.
Fill in any blank fields and checkboxes.
4. Capture Client Signature
Hand the form over to the client for signing.
Save the completed form.
5. Share or Save the Form
Options after saving:
Download the form as a PDF.
Share with clients or team members.
Access on RocketPlan Web Portal
This feature is also available on the RocketPlan web portal.
To access:
Go to the desired project.
Open the Documents folder.
E signature and Company Forms
1. Tap here.
2. Tap here.
3. Tap here to fill personal profile
4. Tap here to edit company profile
5. After editing click save button
6. you can insert place holder field from left hand section
7. Tap here.
8. Tap here.
9. Tap here.
10. Tap here to add form
11. Tap here to open existing form
12. Tap here to fill information
13. Tap here to fill information
14. Tap here to fill information and sign
15. Tap here share
16. Tap here to send to your client
17. Tap here to see the form
18. Tap here to sign
19. Tap here to share
