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Digital Forms can be used to create and distribute forms including:

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  • assigned to approvers

  • sent to agents to be approved and filled

  • passed along a signature chain

  • integrated with user’s Freelance Portal (Australian productions only)

Getting Started

Once successfully logged, users can select their production form the drop down menu.

Set up your signature, after the first log in. This signature is not locked, and there are options to change signatures when completing signatory fields.

To set up your signature, navigate to the top right menu. Settings → Signature.

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Type or draw your signature as desired.

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You can return to the home page using the 'Home ' buttons on the left hand menu button or top home icon.

Home Page Navigation

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The home page display a user’s basic profile information, and a summary of forms progressing through the queue. The recent activity panel displays document activity within the production, your won own and others.

Editing your Own Profile

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DO NOT attempt to change your own email address here as this will lock you out of your account.

Please contact TPH if you need to update your Digital Forms email address.

User Types;

Operators:

  • Can only access the documents they created

  • Can 0 draft and send contracts. For example, this is appropriate for art, set dec and costume departments

    • if there are dots by a document it belongs to your own account and it is accessible

 

Operators/Approvers:

  • Can draft, send and approve documents.

  • This account type would be appropriate for extras departments

     

Admin

  • Can see all drafted, approved and pending documents

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  • Recipients can be asked to attach/upload pdf attachment as part of their form completion

    • e.g. Superannuation forms, vehicle logbooks

  • These attachments are only viewable in digital forms. Creators and Approvers must log into digital forms and then download these attachments

    • To download, select the documents icon, then download arrow icon next to the desired attachment.

2FA Phone Code Not Received

  • If, even after selecting ‘send new code’ twice, you don’t receive a new code, production will have to confirm that they have submitted the right user mobile number to TPH

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