Step by step process of how to fill up and use the form with GorillaDesk

In this module, we will cover how to enable the NPMA-33 WDI form inside your GorillaDesk account, add it to a job, send it a customer for an e-signature, and so on –  all these in less than 10 minutes.

Pre-requisites

To get access to the digital the NPMA-33 form, you need to meet the following two conditions:

1) You must be a GorillaDesk User.

2) You must have a Pro plan with GorillaDesk.

  • Learn more about available plans here.

Once you are logged into your GorillaDesk account, follow the step-by-step process below to use the new NPMA-33 form.

Step-1: Enable and Activate the New NPMA-33 Form

1) Login into your GorillaDesk account.

2) Enable the ‘Documents’ feature inside your GorillaDesk account. To do so… 

  • Click on the ‘SETTINGS’ tab in the header menu and then click on the ‘Documents’ option in the drop-down.
  • On the next page, look for the ‘Documents’ add-on and use the toggle switch to enable the feature.

3) Now click on the ‘Documents’ add-on and the document library will open up on the right-hand side of your screen.

You can browse the existing library and activate any of the documents already available.

To use the new NPMA-33 WDI form you can preview, activate, and save it to your account as shown below.

Step-2: Adding the NPMA-33 Form to a Job.

Adding the new NPMA-33 form to a job inside your GorillaDesk account is as easy as flipping switches.

Just head over to the calendar and open a job you’d like to add your document to.

  • Within your services, you have an extra document tab.
  • Add a document.
  • Choose from available documents. 
  • Choose the NPMA-33. And click Save.
  • Now the job also has an NPMA-33 document attached to it.
  • Open the document.

From here, you are able to preview the document. Check-out the below GIF to see how it is done.

Step-3: Customizing an NPMA-33 and Adding the E-Signature Option

From here, you are able to preview the document. Check-out the below GIF to see how it is done.

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