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Existing form onboarding
Optional
GoSafety existing form onboarding is the process of bringing a company's current PDFs, safety forms, checklists, and diagram-based workflows into the product without asking the crew to start from scratch.
Snapshot
| Item | Details |
|---|---|
| Who uses it | Safety managers, office admins |
| Current status | Optional live workflow |
| Current public onboarding fee | One-time $300 |
| Related pages | PDF forms and PDF dictation, Pricing |
What it is
There are two main onboarding paths in the current product:
- Upload a PDF template for exact PDF submission workflows.
- Import a PDF into the checklist builder so the product creates a mobile form definition from it.
The public site also calls out optional paid onboarding for teams that want help bringing over their current forms.
Who uses it
- Safety managers with existing owner, GC, insurance, or company forms.
- Office admins who want to avoid manually rebuilding every document.
Step-by-step workflow
- Decide whether the target document should stay an exact PDF or become a checklist-style form.
- Upload the source PDF in the web app.
- Review the extracted fields or template schema.
- Adjust labels, types, and required fields as needed.
- Publish the final form or template for field use.
Data captured during onboarding
- Original template file or PDF.
- Extracted field schema.
- Form item configuration.
- Version and update metadata.
- Optional diagram asset references.
Outputs and downstream effects
- A reusable PDF template workflow.
- A reusable checklist form workflow.
- Faster field rollout because crews do not need to learn an entirely different document set.
Device and platform context
- Onboarding is a web-admin workflow.
- Field use happens later in the iOS app.
Practical construction examples
- Converting a required owner inspection PDF into a mobile form.
- Keeping an exact incident or injury PDF as a template that still outputs the same final document.
- Uploading site diagrams so the checklist can include markable hazard fields.
Limitations and notes
- AI-assisted scanned PDF import depends on Google Cloud and AI extraction being configured.
- Fillable PDF import works without AI, but scanned or image-based PDFs rely on AI extraction.
- The current public pricing page lists optional onboarding of existing forms as a one-time $300 fee.