Yes, PDFs are synced from Upvise to Workbench for specific configurations. Form PDFs linked to Contacts, Equipment, Jobs, Job Tasks, and Projects will sync to Workbench, along with Job file attachments. However, other PDF attachments are not included in the sync.


Below is a detailed guide on how PDFs are synced and the settings required to enable this functionality for Form PDFs.

Configurations for FORM PDF Sync

Form PDFs sync based on the "Linked to" settings in Upvise Forms. Here are the supported configurations and their corresponding Workbench mappings:

1. Jobs

  • Upvise Form: Linked to Upvise Job

  • Workbench Location: Service Log Attachments

  • Path: Service Log > Attachments

  • Reference Image: 

2. Projects

  • Upvise Form: Linked to an Upvise Project

  • Workbench Location: Job File Attachments

  • Path: Job > Details > File Attachments

  • Reference Image: 

3. Contacts

  • Upvise Form: Linked to Upvise Contacts

  • Workbench Location: People File Attachments

  • Path: People > File Attachments

  • Reference Image: 

4. Equipment

  • Upvise Form: Linked to Upvise Equipment

  • Workbench Location: Plant File Attachments

  • Path: Plant > File Attachments

  • Reference Image: 


5. Tasks

  • Upvise Form: Linked to Job Tasks

  • Workbench Location: Service Log Attachments 

  • Path: Service Log > Attachments

  • Reference Image: 



How to enable the form PDF Import?

To enable form PDF syncing, follow these steps:

  1. Configure Database Settings in upvise:

    • Navigate to the Forms web app: Forms> Options > General.

    • Enable: Keep a temporary copy of submitted PDF in API Store

  2. Understand PDF Import Rules:

    • PDFs are generated automatically:

      • For forms without workflows: Upon submission, when the form is at "submitted" status.

      • For forms with workflows: When they reach the final state.

    • PDFs remain on the API server for 7 days before automatic deletion.

  3. Retry Mechanism:

    • If a PDF import fails, it will be queued for a single retry during the next scheduled sync.

    • Note: A backdated sync in Workbench does not trigger a re-import.

  4. Reset and Resubmit:

    • Resetting a form to draft and resubmitting it generates a new PDF in the API.


Related: How do I access a PDF where the import to workbench failed?

If you encounter issues, verify the configurations or contact workbench support for assistance.