1) Using Custom Form in Equipment Manager
Navigate to Equipment Manager on your dashboard.
Select Manage Categories.
Here you can add the custom-built form as a mandatory document.
Click on the category that you require the document to be added to. Ensure that the category is highlighted.
Select the manage documents button.
Using the free text field available, fill in the name of the document. At the document type, here you will need to select custom form.
An additional dropdown will appear for you to select the custom-built form that needs to be applied to the category.
Mention if the document expires and if it needs a frequency added to it. Once you are complete, select the save button.
Note: The form is saved as a pdf upload so that it cannot be edited.