Activate Visual Forms through the License Manager

Turn on Visual Forms so PDF-based form setup becomes available in OutSmart.

Activate Visual Forms before you start building PDF-based forms.

After activation, the Visual Forms setup becomes available in Settings → Forms.

Visual Forms can already be included in your package.

If not, activate it in the License Manager first.

Activate Visual Forms

1

Open the BackOffice

Sign in with an account that can manage licenses.

2

Open the License Manager

Click your profile icon.

Then choose License Manager.

3

Find Visual Forms

Open the available Power-Ups.

Then find Visual Forms.

4

Start the activation

Open the Power-Up details.

Then confirm the activation.

5

Check the result

Open Settings → Forms.

Confirm that Visual Forms options are available.

What becomes available

After activation, you can:

• create forms based on a PDF
• place fields on the PDF layout
• use Visual Forms in work orders and the mobile app

Frequently asked questions

Do I always need to activate Visual Forms separately?

No.

Some packages already include it.

Who can activate Visual Forms?

Usually an administrator or another user with access to license management.

Where do I check whether activation worked?

Open Settings → Forms and confirm that you can create or edit a Visual Form.

Related topics

• What is Visual Forms?
• Create a Visual Form
• Power-Ups