Start a Form From Document

• Completing a Form from Documents is a bit different than the typical form. The only difference is the user must navigate to “DOCUMENTS” not “NEW FORM”. 

1. From the SafetyLoop App homepage, click “DOCUMENTS”.

2. Locate your desired PDF, depending on the file/folder system your administrator has setup, you may need to click into some folders first. Once you have located your desired PDF, click the action dots to the right of it.

3. The document menu will appear, click the “Start a Form from Document”.

4. Select the form type and group/project you would like to complete the form for.

5. Once you have selected the template and group, click the “Start Form” button.

• Note: Only templates that your admin has enabled documents will appear in the template list.

• Note: Only groups that you and the form are assigned to will appear in the groups list.

6. Once you have reached the question with Documents enabled, you will see the “Open Document” button. Click it to view the PDF.

7. View and review the PDF you selected from documents and click the cancel button when you’re done.

8. Finish the rest of the form as you typically would, the selected document will be connected to the completed form via link.

•  Note: Some android devices may require a download or additional steps to review the PDF and navigate back to the SafetyLoop App.

1. From the SafetyLoop App Homepage, click “DOCUMENTS”.
2. Locate your desired PDF, depending on your admin’s file/folder system you may need to click into folders first.
3. Click the 3 action dots to the right of your PDF.
4. Click “Start a Form from Document”
5. Select your Template/Form and Group/Project.
6. Click the “Start Form” button.
7. Within the form, once you have gotten to the Document question, click the “Open Document” button to view the PDF.
8. Click “Cancel” (iOS) or navigate back to the SafetyLoop app (Some Android) once you have reviewed the PDF.