Step 1: Navigate to the Forms Section
Open your Project Overview in BuildPass.
Go to the "Forms" section.
Scroll down and click on "Templates."
Step 2: Create a New Template
Click on "Create Template."
Select "Ask our AI Template Assistant to help you."
Step 3: Input Template Requirements
Enter the type of template you need (e.g., "Please create an injury report.")
The AI Template Generator will process your request and generate a form template.
Step 4: Preview the New Template
Once the template is created, preview it on the right side of the screen.
Check if it meets your requirements.
Step 5: Modify the Template (Optional)
If changes are needed, enter a modification request (e.g., "Please add a yes-no checklist section to the injury report.")
The AI will update the template accordingly.
Step 6: Review and Use the Updated Template
Scroll through the updated template to confirm the changes.
Click "Use this Template" to apply it to your project.
Step 7: Make Manual Adjustments (Optional)
If further customization is needed, edit the template directly in the template editor.
Step 8: Request Additional Changes (Optional)
If more modifications are required, return to the AI generator and specify your request.
Step 9: Seek Assistance if Needed
If you have any questions or need help, click here to contact BuildPass Support.