When transitioning from paper-based or digital documents like Word, Excel, and PDFs to Dashpivot, you can save time by having Sitemate’s team convert those documents into fully configured Dashpivot templates for you. This service helps you quickly digitise existing forms and records without building them manually, and the team can also enhance your templates with smart Dashpivot features where appropriate.
Step-by-Step Instructions
Contact the Dashpivot support team via the live chat feature on the Dashpivot website.
Send the team your existing documents (paper scans, Word, Excel, PDF) that you want converted.
The team will provide you with a cost estimate and expected turnaround time for the conversion.
Once you confirm and accept the estimate, the Sitemate team will convert your documents into Dashpivot form templates.
You’ll be notified when the converted Dashpivot templates are complete and ready for use.
Optional Enhancements Included
As part of the conversion, the team may enhance your templates using Dashpivot features where appropriate — such as setting up workflows, adding automatic formulas, incorporating contactless sign-on tables, using conditional logic, linking lists for dropdowns, and adding photo fields.