Welcome! The sections below will help you get started with Shine Forms. For further assistance, contact our help desk or use the search box at the top right.

First steps

Read these articles to install Shine Forms, set up your company, and create your first certificate:

• Installing Shine Forms
• Applying your licence
• Set up your company and engineers
• Creating new certificates
• Saving to PDF (including circuit charts)

Working with certificates

These articles cover working with certificates:

• Using the Board Manager
• Working with observations and limitations
• Working with boards and circuits
• Working with the inspection schedule
• Attaching photos to observations
• Attaching documents as appendices
• Checking your spelling

Understanding backups

Learn how to keep your certificates safe and where they are stored:

• Backups
• Save and backup locations

Working with others

Shine Forms makes it easy to collaborate with other engineers:

• Sharing certificates using export files
• Merging boards and observations from other engineers

For managing Shine Forms for multiple users:

• Sharing company details across machines
• Manage licences for multiple engineers
• Set up online backup and sharing

Changing options and settings

Customize Shine Forms to suit your needs:

• Accessing and changing options
• Changing drop-down list values

Stay in touch

The Start Page shows your recently opened certificates and our blog. Check the blog for new articles and announcements.

Tips for working in Shine Forms

Helpful sections for working in Shine Forms:

• Using collapsible sections
• Creating certificates from existing ones
• Using keyboard shortcuts
• Using tablet mode on Windows 10