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Distributing Your Completed Forms

The process for forwarding a completed form to interested parties, internal and external of your company.

Contents

You can find forms by searching for them using conditions, for instance the forms ID. The list is shown in chronological order, with the most recent at the top. Completed forms have a green tick next to them.

Searching for a completed form
Searching for a completed form

If searching for the form directly, click the download system above the "Completed by ..." text to download the form.

Via the Connected Physical Thing

If you're using the Physical Things module, it may be easier to search for the asset attached to the form, using its serial number or by searching for a form if you have information about its identity such as its unique number, date of creation, form type etc

Using the asset's serial number, go to the main menu page and under the section headed Physical Thing, select the sub-header "View all". Search for the asset your form is associated with by entering the asset's serial number to the right of the search icon.

The asset will be listed by Serial Number. You will now see the number in question and, in the middle of your screen, all forms associated, complete or still to be finished.

An asset with a number of completed forms attached to it
An asset with a number of completed forms attached to it

Select the form you want to distribute and press its blue "Download" button.

You can also use Physical Things conditions when filtering for forms. So for instance, you can search both by some information about the scale, and who / when the form was completed. This allows multiple ways to find the form(s) you're after.

Using both Physical Things and Form filters to search for a form
Using both Physical Things and Form filters to search for a form

The download will come into your downloads folder on your device, often this pops up either in the top right of your browser, or the bottom bar. This can then be distributed to clients or internally as required.

Note that it's also possible to add clients on the your Mashoom account to view your forms, albeit you may need to set up appropriate permissions for this.