Learn how to prepare a marked-up form to submit to the Uptick Professional Services Team for custom form creation or modifications.
What You'll Learn
Why markup is important for form requests
How to mark up forms in Adobe PDF Reader
How to mark up forms in Microsoft Word or Google Docs
What information to include in your markup
Overview
Dynamic Forms are custom, electronic forms that can be completed in the Uptick App when onsite or via the Uptick Web Platform by office staff.
When requesting a new Dynamic Form or modifications to an existing one, providing a marked-up version of your form helps the Professional Services team understand your requirements and speeds up the creation process.
Your marked-up form should clearly show:
The overall structure and layout of the document
Which fields should pull dynamic data from Uptick (e.g., property address, technician name)
Which fields should be free-form text entry (text, date, or number fields)
Important: Submit your marked-up form in PDF or Word format. The Professional Services team will provide a quote before work begins. Once approved, additional changes require a new request.
Note: For changes to document templates (not forms), refer to Manage document templates.
Mark Up a Form in Adobe PDF Reader
Step 1: Open the Markup Tools
Open your form in Adobe PDF Reader and locate the markup tools in the floating toolbar.
Step 2: Add Your Markup
Select the Type text tool
Set the text color to red (or another bright color) so your markup stands out
Work through the form and add markup notes for each field
What to Include in Your Markup
Mark up the following items on your form:
Dynamic data fields – Specify which Uptick field should populate (e.g., "Property Name", "Task Number", "Technician Signature")
Free-form text fields – Indicate if the field should be text, date, or number entry
Images – Note where images should appear and their source (e.g., "Company Logo", "Photo from task")
Conditional fields – Specify validation rules (e.g., "If answer is 'No', show reason field")
Static text – Identify any text that stays the same on every form (e.g., introduction, terms and conditions)
Examples
Step 3: Save Your File
Go to File > Save (or Menu > Save)
Include the marked-up file in your support request
Mark Up a Form in Microsoft Word or Google Docs
Step 1: Open the Insert Tools
Open your form in Microsoft Word or Google Docs and navigate to the Insert tab on the ribbon.
Step 2: Add Your Markup
Select the Text Box tool
Set the text color to red (or another bright color) so your markup stands out
Work through the form and add markup notes for each field
What to Include in Your Markup
Mark up the following items on your form:
Dynamic data fields – Specify which Uptick field should populate (e.g., "Property Name", "Task Number", "Technician Signature")
Free-form text fields – Indicate if the field should be text, date, or number entry
Images – Note where images should appear and their source (e.g., "Company Logo", "Photo from task")
Conditional fields – Specify validation rules (e.g., "If answer is 'No', show reason field")
Static text – Identify any text that stays the same on every form (e.g., introduction, terms and conditions)
Examples
Step 3: Save Your File
Save the file
Include the marked-up file in your support request
Submit Your Request
Once your form is marked up, contact the Uptick Professional Services team at [email protected] with:
The marked-up form (PDF or Word format)
A brief description of what you need
Any additional context or requirements
The team will review your request and provide a quote before beginning work.