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 add and edit document templates and template images for reports, quotes, invoices and purchase orders

Manage 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

Teresa Bui

Uliana Tokerava

Forms,Templates & Reports

Uptick Academy

Find answers and get help from Intercom Support and Community Experts

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