The builder tabs
A published template opens in the builder. Template View is where you add and arrange fields, and Scope sets where the form is available. This page covers Analytics, PDF Export and Status emails. Sharing is covered in public form links.
On a published template, changes on these three tabs go live when you click Save changes, with no new version and no republish. Until then the tab shows Unsaved changes. An older version that has been replaced shows these tabs read-only. They're paid features: on the Free plan the tabs are visible but locked, with an upgrade prompt.
Analytics
The Analytics tab tells the agent which fields matter when it analyses a project. Pick up to eight choice, yes/no, number or long-text fields and give each one a role: Outcome / severity (the result of an inspection, say), Category to break results down by (area, type, trade…) or Measure. A fourth role, Narrative text, is listed but isn't used in the analysis yet. For an outcome, mark the values that are a concern, such as High or Fail.
Press Scan & propose and the agent reads the form's structure and suggests a starting set for you to confirm or edit. Once saved, it feeds the project overview: how the share of adverse values moves, where they concentrate, and whether a value has tended to come before bad outcomes in that project. All of it is worked out from your own records.
PDF export
The PDF Export tab lets a record export onto your own document instead of the standard layout. Upload a branded PDF form (an ITP, an NCR, a permit to work) and place the record's fields on it. Each record then exports as a PDF that matches the paper version your client already accepts. The standard record PDF stays available on every plan.
Status emails
The Status emails tab sends an email each time a record reaches a new status. Your workflow's statuses are listed down the left. For each one except the initial draft, choose Use default email (the standard "status changed" message) or Custom email.
On the Free plan no status emails are sent, not even the default one. Records still appear in their owners' My Tasks, and owners who use the mobile app still get a push notification.
A custom email has a subject and body you write yourself, with field {{tags}} that are filled in when it's sent: record code, status, owner or any field on the form. The ＋ Field… menu lists every field, numbered so a 100-field form stays manageable, and clicking a tag inserts it at your cursor in the subject or body. The email always goes to the status owners, plus any groups, people or person fields you add in CC. It can include an Open record button and attach the record as a PDF.
A custom email is sent exactly as written, in one language, while the default email adapts to each recipient's language. When you move several records at once, people get the standard digest instead of your custom text.
