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Digitize checklists (Part 1)

Learn how to download free templates or convert your paper forms for your SafetyCulture organization.

How do I digitize my checklists?

After you have set up your SafetyCulture organization, it’s time to start digitizing your checklists. You may have paper forms piled on your desk, digital copies stored on your device, or are thinking about creating new ones but unsure where to begin. There are three sure-fire ways to start this process.

  1. Download templates from the Library: Browse through thousands of free templates across every industry. Explore industries, preview templates, and find the ones that fit your business needs. You can also download any template and customize it to suit your team's specific needs.

  2. Convert your existing forms: You can upload anything on hand, and we'll convert everything for you.

  3. Explore the Templates feature: As early as now, we want to highlight that it is always a best practice to learn how to build templates from scratch in SafetyCulture. This will allow you to easily change your templates as you improve your workflows.

1. Download templates

The Library in SafetyCulture is a centralized content hub where you can browse ready-made templates, courses, and collections. With thousands of content available, you can download templates directly to your account to conduct inspections and create checklists, and have the ability to edit them to suit your organization's needs.

What you'll need

Download a template from the Library

  1. Log in to the web app.

  2. Select Library iconLibrary in the sidebar or select it in Assets gallery view iconMore.

  3. Select Templates at the top of the page to filter by templates.

  4. Click Filter (bar) iconFilter at the top of the page to filter by industry in the side panel. You can also search by entering keywords or scroll to browse the list.

  5. Select a template.

  6. In the side panel, click Get template.

  1. Open the mobile app.

  2. Tap Assets gallery view iconMore at the lower-right corner of your screen.

  3. Select Library iconLibrary from the list.

  4. Tap Templates at the top of the screen to filter by templates.

  5. Tap Filter (bar) icon at the top of the screen to filter by industry. You can also search by entering keywords or scroll to browse the list.

  6. Tap the template you want to download.

  7. Tap Get template. Download a template from the Library via the mobile app.

2. Convert forms

Converting existing forms or checklists and adding them to SafetyCulture improves data accessibility and storage, helps you collect and analyze your data easily, and streamlines your organization's workflows. You can cut down on paper and storage costs and significantly reduce your team's turnaround time.

We understand that the template might sometimes not turn out to be exactly what you're after. We encourage you to edit your template further and give your own finishing touches to make the best version of your forms for your team.

You can convert images (JPEG or PNG) up to 10MB or PDF files up to 20 MB.

What you'll need

If you have a Word or Excel file, you can convert it to an image or PDF or upload your document for our customer enablement team to convert the template for you manually.

Convert an image or PDF form into a template

  1. Log in to the web app.

  2. Select Templates iconTemplates in the sidebar or select it in Assets gallery view iconMore.

  3. Click Plus iconCreate on the upper-right corner of the template list.

  4. Click .

  5. In the pop-up window, click browse to upload the Excel file that you want to convert, or drag and drop your Excel file in the "Drag your form here" box.

  6. Click Continue. This starts the template conversion. You can keep track of the progress as content populates in the Template Editor.

  7. Edit your template as needed.

  8. Click Publish on the upper-right of the page to publish the template. If you're not ready to publish the template, you can go back to the templates list and come back when you're ready.

  1. Open the mobile app.

  2. Tap Inspections icon mobileInspections at the bottom of your screen.

  3. Select Templates tab at the top of your screen.

  4. Tap Plus filled icon at the lower-right corner of your screen.

  5. From the pop-up menu, select Upload or cloud up arrow icon.Upload media.

  6. Create your template using one of the following options: Create a template on the mobile app by uploading media.

    • Take photo: Use your device's camera to take a photo of your existing form.

    • Select photo: Choose images of your existing form to upload from your gallery. Please note that you can only upload 6 images at a time.

    • Upload PDF: Upload a PDF file from your device.

← Previous article: Manage your users (Part 3) | Next article: Digitize checklists (Part 2) →

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