What are documents

You can build documents and attach them to forms. The documents are then easily accessible to your instructors and examiners exactly when they need them.

Use documents as part of your forms to improve training standards, as briefing materials, plans of actions and more.

• Related Articles

• How to build documents

  To start building documents, navigate to SETTINGS-DOCUMENTS. Here you will find the list of all your documents and you can also create a new one. If you don't see the document option under the settings menu, please email support@crewdox.com so we can ...

• How to attach documents to a form

  In order to add a document to your forms, open a form in the form builder. Find the grading group where you want to add the form and open that grading group in edit mode. We have added a select for you to add your documents to a specific grading ...

• Document list

  Duplicate Click on the three dots in the document list to duplicate a document. A duplicated document will by default not be downloaded to iPad and needs to be changed manually when the document is ready to be used. Folders When clicking the add new ...

• Email automation

  Email Automation is a great way to reduce manual work as well as improving the overall compliance. There are many use cases where email automations can be beneficial. If a crew has failed a check for example, the failed form can be emailed ...

• Email reminders for records

  1. Choose a record Go to Settings-> Records and choose which record you'd want to send out reminders and click on the EMAIL tab. 2. Select One-time or repeating emails. Now decide if you want to send out just one email, or repeated ones. The later is ...