Uptick

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

Manage email templates

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

Set up report type

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

Manage document 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

Create forms using JoyFill

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

Joyfill form Builder overview

How to add reusable blocks of text to be used on tasks, defect quotes and service quotes

Manage text snippets

How to link a routine and expected report

How do I customise a report to be asset type specific?

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

White Labelling Reports

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 - Joyfill forms

Teresa Bui

Uliana Tokerava

Templates

Uptick Academy

Find answers and get help from Intercom Support and Community Experts

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