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What information is captured automatically in my Corfix forms?

This article will summarize the details automatically included in your form headers and explain why you don't need to manually add company or project information to your templates.

Overview & Explanation

When you generate a form in Corfix, the system automatically builds a professional header for you. This header pulls data directly from your account settings, project details, and the form's history.

Because Corfix handles this automatically, you do not need to add fields for your company name, address, or project location when building a template. This saves time for the person creating the template and ensures that the person filling out the form in the field doesn't have to type out information the system already knows.

View a completed form here

How It Works (Step-by-Step)

Every form generated in Corfix includes a standardized header containing key identifiers. You can see these elements organized at the top of your document:

  • Company Branding: Your Company Logo, Address, Phone Number, and Website are pulled from your main account settings and displayed at the very top. How to set up company branding.

  • Form Identity: The Template Name (e.g., "Vehicle Circle Check Checklist") is clearly displayed so you know exactly which process is being documented.

  • Project Details: The Project Name, Number, and Address are automatically linked based on where the form was started.

  • Submission Tracking: The header shows who originally Sent the form and the exact time it was Finalized and sent for signature.

  • Version Control: * DOC # (Configuring Document # Increment): A unique document ID for filing.

    • Version: Shows if the form is the original or an edited version (e.g., V2).

    • Modified By/On: Tracks the last person to edit the document and when they did it.

  • Asset Tracking: If the form is related to equipment, the Asset Name and Serial Number/VIN will appear automatically. Configure Asset form assignment

  • Digital Participants: On paper forms, you likely had a section at the bottom for "Participants" (common in Toolbox Talks). In Corfix, you don't need to build this into the template. The person who sends the form (Sent By) simply adds signers digitally. These participants can then sign using their own device or right on their supervisor's device.

Use Cases and Benefits

  • Professionalism: Every form exported or emailed to a client looks consistent and includes your official company branding automatically.

  • Accuracy: Since the system pulls the Project Address and VIN directly from your database, there is no risk of a user mistyping a serial number or street name.

  • Audit Readiness: The Modified By and Version tags provide a clear "paper trail" for safety audits or compliance reviews.

  • Efficiency: Field workers save minutes on every form because they don't have to manually enter "123 Shop" or the company phone number every time they perform a check.