From Basecamp select Templates
You'll find a variety of templates, including Green Initiative PEACH forms, a standardized Travel Memo, and numerous accounting documents. The Loss and Damage form and Accident Report are handy tools to keep in your toolbox.
Recommended forms
Crew Intake:
The Croogloo Crew Intake google form is a time saving tool. The information your crew provides gets automatically inputted into your system, saving you from unnecessary data entry.
This form can be distributed via email or SMS (text) to be filled out by your crew and shared by department heads, and managed by an administrator.
Excel Contact Import Sheet
Use this form to import contacts you already have in one go.
This the common batch method used outside the faster sync methods
Feel free to explore and make the most out of these resources.
Frequently Asked Questions
How do you send a PDF as a link?
How do you send a PDF as a link?
On the Compose page, after attaching a file, an option will appear at the bottom left of the page that says: Send PDF Files as Links. Check the box to use this feature.
Why can't I connect to Google?
Why can't I connect to Google?
Your browser is most likely blocking the authentication pop-up. Follow browser instructions to enable -
Chrome: Go to Settings > Privacy and Security > Site Settings > Pop-ups and redirects. Allow pop-ups for your site.
Safari: Go to Preferences > Websites > Pop-up Windows. Set your site to "Allow."
Firefox: Go to Settings > Privacy & Security > Permissions. Click "Exceptions" under Pop-ups and add your site.
Edge: Go to Settings > Cookies and Site Permissions > Pop-ups and redirects. Allow pop-ups for your site.
After enabling, refresh the page and try logging in again.
How do I add an Admin
How do I add an Admin
You can "send invite" to any contact using the three-dot icon next to their name under contacts or directly from their contact card. This will prompt you to select their Security Access Level. Choose Admin.