Siteline can support any kind of custom form, be it PDF, Excel, or Word document. If we don't already have this form available to use, please follow the steps below to request that our team create it.
Create a new project in Siteline
Forms for a project are typically added to Siteline during project setup or through the form library. They can also be added or changed in project settings at any time. We will use project setup for the purposes of this tutorial.
Once a new project is created, you will be taken to the setup page where the second step is selecting forms. Note: Pay app forms are mandatory (i.e. invoices, AIA's, etc.). The other form types are optional.
Start with existing forms
Copy another project
If your project shares the same forms as another project on Siteline, select Copy another project. You can choose this option even if that project or forms aren't fully setup yet.
When you choose this option, you will need to pick the project that you want to copy from. Siteline will tell you if other projects share the same GC in order to help you find the right one.
You can also choose which forms you want to preview for each form type. When you click Confirm, we will copy all of the forms that are setup on the project you chose to your new project. This is for all categories of forms.
Add company defaults
If your company often uses the same set of forms across all of your projects, you should select Add company defaults or choose from one of your default form sets. If you don't see this as an option, or need to make changes to them, please reach out to [email protected] to set those up.
Adding new forms to an existing set of forms
In some cases, you may need to use a combination of existing and new forms. After selecting Add company defaults or Select from form library, you can click Upload new to add an additional form, as explained in the following section.
Adding brand new forms
If your forms are completely brand new, click on Select forms in the section that they belong to (pay app, primary lien waivers, vendor lien waivers, or change order request). As a reminder, only app forms are required. This will open the following window:
Click on Add new forms and drag/drop or upload your files:
Once added, a line will appear with the name of the file. You will be able to add notes about the forms, which will greatly help expedite the creation process by our team. You can add as many forms as necessary (in batches by form type), and click Submit forms when you are finished.
Tips for adding new forms to Siteline
The turnaround time for forms can vary between 2-5 days. You can speed up the process by following these tips when uploading new forms:
Clearly name the forms
[Your company or GC] [Form type] [State, if relevant]
Examples:
Hensel Phelps Payment Application CA
Swinerton Conditional Progress FL
W.E. O'Neil Contractor Affidavit
Where prompted, adding notes is strongly encouraged. The more context that you can provide, the faster we will be able to build your form for your project.
Include a blank version of the form, if you have one available. Forms that are already filled out take longer to process. A filled version can be added additionally as an example for complex forms. Be sure to indicate it's an example.
Make sure to upload forms to the correct section. For example, please don't include lien waivers as part of pay app forms, and vice-versa.
Avoid emailing forms to a specific team member at Siteline, [email protected] instead of uploading through Siteline itself. Forms must be submitted through Siteline Directly. Forms sent over email will not be processed.