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How to Save Forms to Your Wallet in Sitemate Mobile

Learn how to save important forms such as induction records and VOC forms to your Wallet in the Sitemate Mobile app for quick on-site access.

Written by Nina Yang

You can save important completed forms — such as induction records or Verification of Competency (VOC) forms — to your Sitemate Wallet for quick on-site access. Saved forms appear in the Wallet tab alongside your cards.

The feature is currently in beta

Prerequisites

Before you begin make sure you have the following:

  • Plan: All Plan Types

  • Permission/Subscription: Sitemate user

  • Skills Required: Sitemate App

  • Device Type: Tab/Mobile device

Step-by-Step Instructions

  1. Open the Sitemate Mobile app

  2. Go to the Activity tab

  3. Open the view only form you want to save in the saved forms under Wallet

  4. Tap ellipsis on the top right corner

  5. Tap Save to Wallet/Purse and it will be saved in the Saved Forms under Wallet

Notes

  1. You can search for forms and cards directly within your Wallet in the each tab under Wallet.

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