Last Updated: April 13, 2021


Step 1: Use Template for Vendor Management.

You can also search and filter a template when you click on the types of solutions and category.

Step 2: Fill-out the Information Setup:

- You can add a short Description to your solution to give the users an idea of what the template is all about. (optional)
- Tags are like keywords used to easily search for a template. (optional)

After filling-out the Information Setup, click on Proceed to successfully publish the template. The Solution will appear in the SOLUTIONS section of the dashboard. Click the solution name to expand and click on Records tab.

If you are the Record Owner, you can directly add data to the records and set who has the rights to access this form.

If by chance you encounter a blank record page, you can check out the Members tab to see the Record Owner and ask them to give you an access in the record.

Requisition Management
Automotive Service Management
Facilities Management
Field Service Management
Field Service Management for HVAC
Inventory Management
Inventory Transfer
Customer Management
Equipment Checkout

Need more help? Send us an email at, or send us a message on the chat widget.
Was this article helpful?
Thank you!