It is best practice in TiM to build forms and packets at the Company level. Every form and packet published at the Company level is stored in your Company library, and is available to insert into packets at the Project level.
If you build forms or packets at the Project level, they will only be available to that Project. Forms and packets built at the Project level cannot be shared between Projects, and cannot be sent up to the Company level.
Step 1. Create a New Form.
- Go to your Company Account dashboard by selecting “Company Account” at the top of the page.
- If you control more than one Company, select the Company where you’d like your new Company form to be archived.
- Click “Company Forms”. This will take you to your Company Forms library.
- Click “Create a New Form”. This will take you to Template Build.
Step 2. Build the Form.
- At the top of the page, under “Packet Name”, enter a name for your form.
The name of your form should be something like "Non Union Startform" or "Social Media Policy Agreement", so the form can be easily identified, and widely used between multiple projects.
Move to area “1. Build Packet”.
- Select a Category and Type of form, or upload your own PDF.
- Click Insert. You will see the pages populate into the builder area.
NOTE: if you upload a PDF, you will need to add your own smart fields. See below: "Area 3. Add Fields/Markups”.
NOTE: If you are building a form with multiple pages, be sure to choose where in the packet sequence the page will go, by selecting from the toggle menus: “Before” or “After”, then the related page.There is no 'drag and drop' functionality, and no way to select or move multiple pages at a time.
Move to area “2. Settings for Current Page”.
This area allows you to create custom settings for each page in your form.
- Select the page to customize its settings.
- Name each page. Page names will appear any time the form is included in a packet.
- Tag each page, as applicable.
To tag a page, select the page you would like to tag, and check the box next to the recipient’s title. A colored dot will appear underneath the page to indicate the Tag has been set.
“Tags” allow you to indicate pages that will need to be sent to recipients later on, an ability we call a “Batch Send”. Instead of sending whole packets with unnecessary or extra pages, you can indicate which pages should go to which recipient.
For example: your Payroll Coordinator may need to receive W-4s and Direct Deposit forms, but would not need to receive Deal Memos or NDAs.
A “Custom Tag” indicates a unique recipient, whose email you will fill in when you are ready to Batch Send.
- Set Viewing Permissions for each page.
Click "Expand to assign special Viewing Permissions to (show or hide) specific pages in this packet to specific types of employees".
Page-specific viewing permissions ensures that certain pages are only shown to employees with certain employment details applicable to that page.
If no viewing permissions are set, all pages will be available to view by all employees.
For example: You may set a Box/Kit Rental Form to be viewed only by those employees whose Employment Details specify that they are to receive a box/kit rental. Any employees whose employment details do not include a box/kit rental will not be shown that page when they fill out their startwork.
A little colored triangle will appear under the page to indicate a viewing permission has been set for that page.
Move to area "3. Add Fields/Markups”.
- Add as many fields as you can/would like to these forms.
Fields, Signature Fields, and Markups are the elements that make TiM so magical! These fields determine what information is pulled from the user profile, the Company profile, and the Project profile to pre-populate startwork and ensure that you will never have to write your phone number five times in one startwork packet again!
We encourage you to add as many fields as you can to your forms so you can refer to as much information as possible later.
A “Field”, also known as a “Smart Field”, is an area that will be automatically filled in by pulling information from an employee's TiM user profile, a Company's profile, and a Project's profile.
A “Markup” is a cell that is stamped on to a page and will not be prefilled.
“Signature Fields” are areas where employees who are granted corresponding approval permissions will apply their signatures in order to approve packets.
- Click “Save and Test” at the top of the page to save your work and preview your form.
- Click “Save and Exit” at the top of the page to save your form and be sent back to the Company Forms page.
Step 3. Publish the Form.
- Make sure you are done preparing this form (if applicable: approval signature fields added, tags set, and viewing permissions) before you publish.
- Click “Publish” to make this form available to be inserted into your other packets and for use in all of this company's productions.
You will know your form is fully published when you see "Published" written in bold black letters.
A Form must be published to make it available to be inserted into packets. Forms are not automatically published when saved, to allow you to build forms at your own pace.
If you have any further questions, please email: email@example.com