Searching & Selecting Forms
- Holley Vosburgh
1. You can Search for the different Types of form categories associated to your board by Clicking on the Search Forms and Categories search bar. You can also Add your own search terms in the search bar as shown below.
2. You can Sort out your forms by Alphabetical order by Recently used forms or by Most used forms.
3. After Selecting your forms, you will have your “selected forms list” at the top left of your screen.
4. If you would like to View the forms before populating them, you can do so by Clicking on the Eye icon located to the left of the form name.
5. You will get a Preview of the selected form.
6. You will have the option to populate, create/add to group, or download/print the selected forms.
For more information on how to Populate and Create/Add to Group Forms, please refer to the following articles:
Form Auto-populating options