# Workspace (https://dev.tradieforms.com.au/docs/features/workspace) The app sidebar is your map. It is split into **Forms**, **Library**, and **Account**. The sidebar splits into Forms, Library, and Account. Support and Documentation links sit below these, at the bottom of the sidebar. ## Forms [#forms] | Page | What you do there | | --------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | [**Overview**](https://tradieforms.com.au/app) | See recent activity, download usage on Free, recommended templates, local draft prompts, and recent work | | [**Jobs**](https://tradieforms.com.au/app/jobs) | Shown once Jobs is enabled on your account, so it is not in the sidebar for everyone yet. Keeps each job's forms, next steps, notes, and references together. Free can view up to 3 auto-created active jobs; Paid plans can create and manage jobs | | [**Drafts**](https://tradieforms.com.au/app/drafts) | Resume cloud drafts on a paid plan, or local drafts from this device on Free | | [**Completed**](https://tradieforms.com.au/app/completed) | Open finished records, rename, duplicate, regenerate PDFs, view PDF history, archive, or send to ServiceM8 | ## Library [#library] | Page | What you do there | | ----------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------- | | [**Templates**](https://tradieforms.com.au/app/templates) | Browse public forms, filter the library, and open enabled private forms | | [**Saved details**](https://tradieforms.com.au/app/saved-details) | Manage reusable business, licence, and contact blocks | | [**Presets**](https://tradieforms.com.au/app/presets) | Save and load full-form snapshots on a paid plan | | [**Tools**](https://tradieforms.com.au/app/tools) | Run Licence check and PDF tools such as organise, merge, split, extract, flatten, watermark, annotate, sign, add logo, images to PDF, and PDF to images | ## Account [#account] | Page | What you do there | | -------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------ | | [**Settings**](https://tradieforms.com.au/app/settings) | Set state/trade profile, cloud autosave, completed storage, Fill with AI, draft retention, stored PDF copies / PDF audit trail, and home-screen install help | | [**Account**](https://tradieforms.com.au/app/account) | Manage sign-in, email, profile, and security | | [**Team**](https://tradieforms.com.au/app/team) | Start or manage a shared Team plan | | [**Billing**](https://tradieforms.com.au/app/billing) | View plan, download usage, invoices, and checkout | | [**Connections**](https://tradieforms.com.au/app/integrations) | Connect ServiceM8, Fergus, or Xero | Footer links open [**Support**](https://tradieforms.com.au/app/help) and these docs. ## New form and search [#new-form-and-search] Use **New form** at the top of the sidebar to start quickly. It shows recommended forms based on your state, trade, and recent picks. Use **View all templates** if the form you need is not shown. Use **Search** to find app pages, actions, forms, and PDF tools without hunting through the sidebar. If **Jobs** appears under **Features** in Settings, turn it on to show Jobs in the sidebar. Jobs is still being rolled out and may not be available on every account yet. Free can view up to 3 active jobs created automatically when forms are completed. Paid plans can create and manage jobs without an active-job limit. Open the AI assistant from the app header on any app page, or **Fill with AI** from the form toolbar while filling. You can turn it off for your account under **Settings -> Features**. ## Local and cloud work [#local-and-cloud-work] - **Guest and Free:** public forms save locally in this browser. Local drafts can appear on the same device for up to 7 days. - **Solo:** cloud drafts save to your personal account and sync across devices. - **Team:** cloud drafts save to the selected business workspace. Switch workspace from the account menu. What you create follows the active personal or team workspace. ## Completed forms [#completed-forms] A record appears under **Completed** when you download a PDF and **Store completed form data** is on in Settings. From a completed record you can: - Open saved answers and download again - Rename the record - Duplicate it as a starting point for similar work - Regenerate the PDF - Download the stored PDF when stored PDF copies (Solo) or PDF audit trail (Team) is available - View **PDF history** on Team (or stored PDF on Solo) when enabled - Send the PDF to ServiceM8 when connected with PDF upload enabled - Send the PDF to Fergus or Xero where that integration is connected and PDF upload is enabled - Create a share link on a paid plan - Archive or delete the record, subject to workspace permissions Free accounts can see the last 3 completed records. Paid plans can see full history. ## Archived forms [#archived-forms] Archived records live under [**Settings -> Archived forms**](https://tradieforms.com.au/app/settings/archived). You can restore a record or permanently delete it. - **[Starting a form](https://dev.tradieforms.com.au/docs/features/starting-a-form)** - Guest fill, local drafts, cloud drafts, and Start fresh. - **[PDF downloads](https://dev.tradieforms.com.au/docs/features/pdf-export)** - Preview, download, regeneration, and PDF history. - **[Teams](https://dev.tradieforms.com.au/docs/features/teams)** - Shared business workspace and team members. - **[Connections](https://dev.tradieforms.com.au/docs/features/integrations)** - Connect ServiceM8, Fergus, or Xero and import job details. - **[Install the app](https://dev.tradieforms.com.au/docs/features/install-the-app)** - Add Tradie Forms to your phone home screen. - **[Troubleshooting](https://dev.tradieforms.com.au/docs/support/troubleshooting)** - Fix common save and access issues.