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<< Click to Display Table of Contents >> You are here: Sage Intacct Paperless Mobile Applications > eForms™ Cloud > eForms™ Administration Portal > Add Field Reports > Fill Out and Submit Field Reports |
To complete the Daily Field Report, begin by accessing the eForms user portal (https://portal.sagepaperless.com) or downloading the eForms app to your Apple iPad or Android tablet. See eForms™ User Portal or eForms™ for Apple iPad Users for more information.
1.Sign in to eForms.
2.Find the appropriate form from the Start a New Form list or from Your Forms if you already have one in progress.
3.Proceed through the questions and enter the requested information.

Some questions require information to be chosen from a list, typed into a field, or entered using a slider, calendar or time selector. You can even upload photos, add a signature or capture your current GPS location. See the examples below:


4.(Optional) Use the NA button to skip categories or questions if they do not apply.

5.After you have completed the form, click Submit.

If the device has access to the internet or cellular data, the field report syncs with the ERP. If not, the report syncs once access is restored.

Note: The last page of the report file displays full-sized versions of the uploaded images included in the field report.