What You Can Do in the Form Library
View every form your company has submitted to Siteline
See real-time status for each form
Review and approve completed forms
Explore your form sets and form kits and see which forms belong to each
Filter forms to quickly find what you need
How to Access the Form Library
Go to Company Settings in the upper right of Siteline.
2. Select Form Library in the sub-panel of the navigation bar.
Form Statuses: What Each One Means
Each form you submit will appear with one of these statuses:
Status | What It Means |
Received | Siteline has received the form but hasn’t started building it yet. |
Building | Our team is actively creating the form. |
Finalizing | The form is built and is going through final validation. |
Ready for Review | The form is complete and ready for your team to review and approve. |
Adding a New Form
To submit a new form for Siteline to build:
Click the Add Form button in the Form Library.
2. Choose the correct form type from the dropdown.
3. Upload the document with the file name in this format: [Your company or GC] [Form type] [State, if relevant] e.g. "Swinerton Conditional Progress FL"
4. Answer any additional questions depending on the form type. For example, this Pay app is requiring what type of signature to use.
5. Click Submit forms.
6. Your form will appear as Received and you'll later be able to begin the review process.
(detail on status icon is below)
Reviewing a Form
When a form is marked Ready for Review, it appears at the top of the list.
Click "Ready for Review" to view the completed form.
Review all details (name, form type, signatures required, GC if applicable, date received) to ensure
Review activity, such as who made updates
See which form set and form kit it belongs to
Marking a Form as Reviewed
If everything looks correct:
Click Mark as Reviewed. This action is permanent and cannot be undone.
If something doesn't look right:
Click Request Help to email our team directly.
Pro Tip: Mass Approve
If you have forms ready for review, a green bar will appear at the top of the Form Library. Click the caret ^ icon to expand the list, then select Mark all as reviewed to approve everything in one step.
Recommended Review Process
To keep your forms accurate and ready for billing:
Check newly completed forms each week.
Confirm the form matches the GC’s requirements.
Check signature rules and any GC-specific formatting.
Mark the form as reviewed so it’s ready for use in your projects.
Use Request Help if anything seems off.
Forms, Form Sets, Form Kits
In the Form Library, you'll notice a dropdown in the upper left to also view Form sets and Form kits.
Viewing Your Form Sets
Select the Form Sets tab to see:
All existing form sets
The forms included in each set
A quick link to open any individual form
A form set groups related forms together, such as all lump sum forms for a state or billing type.
Viewing Your Form Kits
Select the Form Kits tab to see:
All form kits configured for your company
The full list of forms included in each kit
A form kit is a bundle of form sets; essentially everything you’ll need for a specific billing type or customer.
Filtering Forms
Use filters at the top to quickly narrow down what you’re looking for.
Available Filters (Forms View)
GC, Form type, Form status
Available Filters (Forms Kits)
GC, State, Billing Type
Available Filters (Form Sets)
GC, State, Billing, Form set type
