The Onsite user interface

This page is an orientation tour — where menus live, what each button does, where to find things. Pair it with First steps to actually create a form; this page just gives you the map.

The main menu

The main menu is your workspace hub. The buttons you'll use most:

Action	What it does
New Form	Start a new form. Opens a dialog where you choose the form type (G1 Drilling Report, Sample Picture Log, Picture Log, and others).
Load Local	Reopen a form you've saved but not yet published. See Forms & projects for where saved forms live.
Retrieve	Take a form back from the shared folder onto your device. Only visible once file delivery is configured.
Save	Save the current form. Forms also save automatically when closed or when Onsite exits — you don't have to press Save routinely.
Validate	Check the current form for errors. Mandatory fields are highlighted in red; any missing fields are listed in the Invalidation window.
Export	Export the current form as a PDF, a GeoDinML file, or other supported formats. See Exporting to GeoDin.
Publish	Send the current form to the shared folder. Only visible once file delivery is configured. See File delivery & ownership.

The Configuration menu

Configuration is organised into tabs, each controlling a related group of settings:

Tab	What it controls
Project	Project metadata — project number, client name, client number. Two modes: manual entry, or driven by a GeoDinML file. Details
Integration	Geo-data delivery standards + file delivery mode. Standards · File delivery
Defaults	Default values that auto-fill into new forms — foreman, rig number, unit system, coordinate system, and more. Details
Backups	Automatic backup frequency and retention. Details
Labels	Label printer selection, label templates, logo customisation. Details
Camera	Camera source and resolution for photo capture. Details
GPS	GPS source — built-in, Bluetooth, manual entry, or Windows-based. Details
Folders	Default export folder path and a shortcut button to Open local folder (your working folder).
Language & UI	UI language (English, German, and others) and the on-screen keyboard toggle for tablets.

The Tools menu

The Tools menu holds utility operations — actions you run occasionally rather than during regular form filling:

• Sample labels — print a single sample label directly, without going through a form

• Label duplicator — scan an existing printed label and reprint N copies of it

• Crate labels — create labels for sample crates or boxes

• Shelf labels — create labels for warehouse shelves

• Restore backups — open the backup browser to restore a previous version of a form

See Managing labels for the label tools and Backups for restore.

The question-mark menu

Click the ? icon in the menu bar for:

• About — version information

• Licensing — reopen the license manager to enter a new key or check licence status

• Open log files — open the logs/ folder in Windows Explorer, useful when contacting support

• Contact support — opens the GeoDin support site in your browser

• Online help — opens this documentation site

The on-screen keyboard

If you're using a tablet without a physical keyboard, enable the on-screen keyboard via Configuration → Language & UI. The keyboard appears whenever a text field gains focus and is designed to keep out of the way during field-form data entry.

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See also

• First steps — walk through your first form

• Forms & projects — how Onsite organises your work