ServiceReef Support

Opportunity (Forms) Introduction

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It’s common to have multiple forms associated with any of your opportunities.  We have built a simple way for you to post your forms (and for you to load those forms back into ServiceReef).  Let’s get started...

Adding a New Form

  • Click the Add Form button in the top right
  • Enter data about your form
    • Form Name
    • Form Instructions
    • File Upload
    • Due Date
    • Required
  • Save 

Editing a Form

  • Click on Form Title
  • Edit form data

Deleting a Form

  • Click the trash can to the far right of your forms directory 

Where are form located for the participant?

Forms are found on the public page for each event and located in the information table located in the middle section of the opportunity page.  Here participants can view forms, see when they are due, and download forms.  

NOTE: If the opportunity is private, only participants who have been approved will have access to these forms.  

Uploading Participant Forms

Please read this post for how to upload forms.

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