Learn SymTerra Like a Pro!

Step-by-step guides to master SymTerra on web and mobile.

App

  • Guide to App

    Quick guide to SymTerra app to help you get started.

  • Creating a SmartNote

    How to create a quick SmartNote

  • Creating a Report / Form

    How to create forms via SmartNotes

  • Change Programme / Project

    Learn how to switch between different programmes & projects.

  • How to Save and Access Drafts

    This video will guide you through drafts on SymTerra App

  • Location

    Understand how to use location features in the SymTerra app.

  • Sharing SmartNotes

    How to share SmartNotes.

  • Add Activities

    Short video showing you how to Add Activities in your SmartNote

  • Adding Users

    Learn how to add team members to SymTerra.

  • Activities Feature

    Guide to activities in the SymTerra app.

  • Forgot Password

    A quick guide to resetting your password.

  • Annotate Photos

    Learn how to add annotations to images.

  • Speech to Text

    Quickly capture notes and save time.

  • Our Promise

    Understand more about our promise to all users

  • Email Notifications

    This video shows you how to turn on email notifications when you’re

Web

  • Guide to Web

    Quick guide to SymTerra to help you get started.

  • Adding Users

    A guide to adding team members and managing permissions on the web.

  • Create Programme & Projects

    Learn how to create Programmes & Projects

  • Form Builder pt1

    An introduction to the Form Builder tool, showing how to create and customise forms.

  • Form Builder pt2

    A detailed look at advanced features like branching, repeat groups and report functions.

  • Company Email Templates

    Create and customise your Daily Digest Emails

  • Uploading Docs to Web SmartNotes

    How to upload documents.

  • Workflows

    Learn how to use SymTerra’s Workflows

  • Activities

    Understand how to manage and monitor activities in SymTerra.

  • Subcontractors

    A guide to add subcontractors within SymTerra to improve collaboration. Only available to Contractor Clients.

  • Setting up a Subcontractor Account

    Step-by-step instructions for setting up accounts for subcontractors in SymTerra.

  • Bulk Downloading

    Downloading SmartNotes for offline access or archiving.

  • Forgot Password

    Follow this quick guide to reset your SymTerra account password easily.

  • Deleting SmartNotes

    How to delete SmartNotes if needed.

  • Archiving Programmes or Projects

    Keep your spaces organised.

  • Removing Users

    This video will show you how to remove and manage users

If your question is not answered above please let us know. The SymTerra team are easy to contact.

Click contact us button to get to our contact page. Reach us on WhatsApp, book in a meeting or by filling in a form.

And if you’re near our offices, let’s meet in person!

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