Step 1: Accessing the Forms Section
Open the RocketPlan web portal.
Navigate to the Forms section located on the left-hand panel.
Note: This section is only accessible by company admin users.
Step 2: Creating a New Form Template
Click the Add button to create a new form.
The form page is divided into two sections:
Right-Hand Section: Used to create form templates by entering free text or pasting in existing templates.
Left-Hand Section: Used to insert placeholder fields that will auto-populate with project information.
Step 3: Auto-Populating Company Information
By default, your company name, logo, and address will appear at the top of the form.
This information is pulled from your company profile.
If the details are missing, update them by:
Clicking the profile icon (top right corner).
Selecting Edit under the Company Account section.
Updating the necessary information.
This can be done via the mobile app or web portal.
Step 4: Adding Placeholder Fields
Placeholder fields allow for automatic population of project-specific details.
Examples of placeholder fields:
Policyholder Name
Date of Loss
Policy Number
To insert a placeholder field:
Click on the desired placeholder.
The information will be inserted wherever your cursor is located.
Step 5: Enabling Electronic Signatures
If the form requires a client signature:
Click the Required Signature checkbox.
This will enable the signature field within the form.
Step 6: Saving the Form Template
Once all fields are added and formatted:
Click the Add Contract button to save the form.
The form is now ready for use in projects and electronic signing.
This concludes the process of creating a form template for electronic signatures in RocketPlan.
Creating a Form Template for E Signature
1. Click this icon.
2. Click "Add Contract +"
3. Click to edit
4. Click "name"
5. Click "policy_holder_name"
6. Click this checkbox.
7. Click the "Form Name" field.
8. Click "Add Contract"
