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

How to use Joyfill Form/Forms (v2) Builder to style fields, add elements, set conditions and 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

Teresa Bui

Uliana Tokerava

Forms,Templates & Reports

Uptick Academy

Find answers and get help from Intercom Support and Community Experts

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