Work records and documents

Share and import forms with a code

Send a form you created and save a copy of a form someone sends you.

Share a form you created with another ILJI user. They can save a separate copy and adapt it without rebuilding the same fields.

Send one of your forms

  1. 01

    Find a saved personal form

    Go to More > Forms and find the form you want to send. Quick form and team forms cannot be shared directly this way. Connect to the internet and let the form finish syncing first.

  2. 02

    Swipe left and choose Share

    Swipe left on the form in the list, then tap Share. Check the form name and number of custom fields.

  3. 03

    Send the message

    Tap Share in the confirmation sheet and choose an app from your device’s share menu. Send the full message or the share code to the recipient.

Import a form you received

  1. 01

    Open Import

    Sign in to ILJI and go to More > Forms > Import. An internet connection is required.

  2. 02

    Paste the message or code

    Paste the full share message or one share code, then tap Import form.

  3. 03

    Review and save

    Review the name and fields in the editor. Make any changes you need and tap Add to save a separate copy in your forms.

  4. 04

    Use it in a schedule

    Select the imported form when creating a Work schedule. To use it with a team, import your saved personal copy into that team’s forms.

What is shared?

The form’s name, description, fields, choices, units, and other form settings are copied. Formula definitions and their field references are included. Actual schedule entries, contacts, photos, signatures, timer history, and PDFs are not shared.

Do later edits update the other person’s copy?

A code points to the form as it was when you shared it. Later edits do not update that code or copies already saved by someone else. Share the form again to send a revised version. Recipients can edit and reshare their own copies.

If importing fails

  • Check that you pasted the full message or one complete share code.
  • Check your connection and sign-in state. If the code is not supported, update ILJI and try again.
  • If you reached your form limit, review your saved forms and current plan. Imported forms count toward that limit.

Still need help?

If you couldn’t find the answer, contact us or get help with your account.