Our latest release includes a refreshed document experience that brings a slew of improved customization and features + more.
You might have noticed an updated format to your documentation. Now you can build a document just like you build form templates on WorkClout. This familiar interface makes it easy to learn how to use the WorkClout system and also brings on a ton of new features such as:
Note: All existing documentation are converted to the new format with this update.
Nested Folder Management
To make organizing form templates and documents even easier, we've added the ability to sort and manage documents and form templates within nested folders. Nested folder management makes sorting forms templates and documents easier than ever before. To start nesting folders, simply click and drag a folder within another folder that you've created.
Now you can use the @ to reference form data on your inspection titles. Referencing form data makes it easier to find the right inspection when browsing through your list of inspections. Start using this feature by following the steps below:
Data will populate into your inspection title from the form when available. It's that easy.
You can add a new form field that allows your workers to upload files onto the forms during an inspection. This is a great way to import data sheets or confirmations files in a file of your choice. To access this new field simply edit to build a new form template.
The PDF exports for both inspections and documents have been revamped to make it easier to read. You can view and export the PDF in a default format provided by WorkClout or request to have a custom PDF export when working with your account manager. To learn more about this service, feel free to schedule some time with a WorkClout team member using the link below.
In conclusion, WorkClout is consistently working to add new and improved features for all our customers. These latest updates make it even easier to track and improve quality within your organization.