Use the PDF option on form templates to display or request PDF attachments, or to provide fillable PDF versions of state withholding forms.
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From the home page in Trimble Construction One, under the Onboarding section,
select Hiring Process
Setup.
Note: Alternatively, select
in the upper left corner of the home page, and select
HR
Management > Hiring
Setup. -
Select the Manage Custom Tasks
tab.
The Form Templates page opens.
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Select a form from the list. You can also search for a
form as needed.
The Template Builder page opens.
Note: If you are creating a new form, see Create Onboarding Tasks and Forms for help. - In the list of Other question components in the left pane, locate the PDF option.
- Drag and drop the PDF component to the appropriate section of the form in the right pane.
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Complete required fields for the PDF:
- Select Select a File, and navigate to the file to attach to this form.
- Select More options to add Help Text and a Grid Header to this question.
- Select the Active slider to include this question on the form.
- When you are finished making changes, select Save.