The steps below outline the simple setup needed to connect CompanyCam and naturalForms.

What is CompanyCam

CompanyCam is a photo documentation and project management platform designed for contractors, technicians, and project managers in various industries, including construction and field services.

What Can You Do

• Use industry leading forms or create your current custom forms.
• Prefill project data directly into forms from CompanyCam.
• Collect form information (in the field or at the office) and auto-update projects.
• Add custom sketches and drawings to the project.

• Collect unlimited signatures and approvals for all documents.

   

How Does It Work

Prefill your project information from CompanyCam, fill out your forms, capture signatures and automatically sync the form, sketches and photos to the specific project within your CompanyCam account.

Getting Started

To enable the integration you will first need both CompanyCam and naturalForms accounts. You can find out more about CompanyCam on their website. Once you have both accounts, as an admin of the systems follow the steps below to connect the applications:

1. Add Forms (Templates)

A. Upload PDF Background | To add a form or what is called a template in naturalForms, start with the form design and layout which is created totally outside of naturalForms using any industry standard tool (i.e. Word, Excel, Adobe), and then save the form design as a PDF. After completing the design (look and layout) of the form and having a clean PDF, add that form into naturalForms via the Designer accessed from within the Templates page. Check our Designer overview video and for exact details follow the steps for Adding a Template.

We recommend that the form design considers the use of the tablet or phone and allows proper spacing for fields such as checkboxes or tight field spacing. We also recommend that you do not use 'scanned in' PDFs as these types of PDFs tend to be low quality and very large in file size.

B. Setup Smart Fields & Rules | To add templates to naturalForms, you will use our Designer tool which allows you to bring in the PDF background and overlay it with our proprietary digital intelligence making your custom forms smart forms. Don't worry, adding your forms is still super simple and quick to complete so your team will be filling out forms before you know it.

Once you have uploaded your PDF into the Designer, you'll simple add the field overlays to your PDF background by using what we call Field Tools. Just follow our Field Tools Overview to complete this step.

Additional intelligence such as calculations, conditional mandatory, logic and other related rules can be easily added to the template. To setup rules just follow our Rule Guides.

C. Name 'Identifiers' for Prefill | By default your data from CompanyCam will prefill from your account into forms (also known as Documents). In order for this to occur you'll need to map the field 'Identifier' value in the Field Settings of a field in the Designer with the correct CompanyCam field name. Below is a screen shot of where this is located in the Designer:

The default fields available for CompanyCam prefill are:

After you have completed the steps above your template will be setup and ready to be assigned to a user and for the integration to be enabled.

2. Connect the Integration

Follow the simple steps below to connect the integration:

A. Create a CompanyCam 'Access Token' | Navigate to the "Access Tokens" page within your CompanyCam admin/web account.

Click on New Token to create a new access token for the naturalForms integration.

Use the default "N/A" value from the dropdown and click on Create Token.

The new token will be added to the token list (may require page refresh). Click on the Copy/Paste icon to copy the token value.

B. Enable the CompanyCam Integration | Navigate to the "Integrations" page within your naturalForms admin/web account. Click on the More menu associated with CompanyCam.

Click on Connection 

Paste the copied CompanyCam access token.

The list of available naturalForms templates will be displayed. Enable the templates needed for the integration.

Note: All templates from naturalForms are available for integration. Templates may appear multiple times in the list if templates are also setup within naturalForms Groups (as per the Group column). 

Once you have completed these steps the integration will be fully connected and ready to use. Please remember each time a new template is added the template must be 'enabled' for the integration if needed.

3. Start Using

Check out the demo video below to see how the integration works in the app/desktop. 

The actual steps are detailed below:

A. Install the naturalForms App | Make sure you have installed the naturalForms app on the device (i.e. tablet or phone). The web or URL version of the naturalForms app can also be used as well (available here). 

B. Prefill Forms | From within the naturalForms app, select CompanyCam Project...then choose the CompanyCam project, which will display the list of templates that were enabled on:

Then select the desired Project.

Select the form that you want to create.

Give the document a name and click Create.

The document will automatically open and prefill field data from the CompanyCam project as below:

From here users will fill out the remaining fields and complete the document. 

C. Access Completed Documents | Completed documents are automatically synced into the Project inside of CompanyCam and can be found in the corresponding "Documents" section.

The document can then be accessed. Documents can be re-edited or changes as needed by using the naturalForms app and re-completing as needed.

Common Questions:

Can I sync CompanyCam to work with more than one naturalForms account?
Unfortunately, no. Due to security and privacy standards, CompanyCam can only be synced with one naturalForms account for a company.

If you have any questions please submit a support ticket and a member of our team will assist you.