AlignOps

1. Starting a Form &amp; Section Navigation

Launch &amp; Assign: Tap Start New, select your form template, and assign a job location.

Track &amp; Advance: Review auto-populated header details (date, title, location) and tap section arrows to navigate multi-part forms.

- Launch &amp; Assign: Tap Start New, select your form template, and assign a job location.
- Track &amp; Advance: Review auto-populated header details (date, title, location) and tap section arrows to navigate multi-part forms.

2. Answering Questions, Logic &amp; Photo Evidence

Answer Question Formats: Complete dropdowns, rating scales, date/time pickers, numeric limit ranges, and tool inventory grids.

Logic &amp; Attachments: Trigger conditional follow-up questions based on your answers, flag items requiring corrective action, add notes, and attach photos.

- Answer Question Formats: Complete dropdowns, rating scales, date/time pickers, numeric limit ranges, and tool inventory grids.
- Logic &amp; Attachments: Trigger conditional follow-up questions based on your answers, flag items requiring corrective action, add notes, and attach photos.

3. Signatures, Report Preview &amp; Submission

Sign &amp; Configure: Collect touchscreen finger signatures, set recipient CC emails, and select PDF/Excel output or geotag options.

Preview &amp; Submit: Inspect the generated PDF report in your browser, then tap Complete Form to finalize and upload.

- Sign &amp; Configure: Collect touchscreen finger signatures, set recipient CC emails, and select PDF/Excel output or geotag options.
- Preview &amp; Submit: Inspect the generated PDF report in your browser, then tap Complete Form to finalize and upload.

Learn how to launch a new form template, assign location details, and navigate through multi-section documents.

Get Started with the Forms App

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Get Started with the Forms App

1. Starting a Form & Section Navigation

2. Answering Questions, Logic & Photo Evidence

3. Signatures, Report Preview & Submission