Uptick

How to create report types, link them to document templates and manage context, inclusion/exclusion and failure criteria

Set up report type

Managing and Editing Document Templates

How to set default name, reply-to email, edit email templates and embed images

Manage email templates

How to add a take 5 form, create or edit dynamic forms and embed images

Manage Dynamic forms

How to create, customise, and manage Joyfill/Forms V2 forms

Create forms using Forms V2

Learn how to use the Forms V2 (Joyfill) form builder to style fields, add elements, set conditions, and automatically prefill fields.

Forms V2 form Builder overview

How to Create Asset-Specific Reports

This article shows users how to mark up a template or form to submit to the Uptick Professional Services Team

How to Mark Up a Dynamic Form for a Change Request

Frequently asked questions about document and email templates

FAQs - Document and Email templates

Frequently asked questions on Joyfill Forms/Forms (v2) and its functionality

FAQs - Forms V2

Understanding and Configuring the 2026 Service Report

Resolve common template issues in Uptick — email bounce failures, document template, default template settings, dynamic forms, and action groups.

Troubleshooting Templates

Teresa Bui

Uliana Tokerava

Forms,Templates & Reports

Uptick Academy

Find answers and get help from Intercom Support and Community Experts

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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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