Permissioned users may add a form using one of two options: Copy an existing form, and Select a form from your Library.
To add a new form:
1. Navigate to the Forms Management page by clicking the Manage menu in the upper-left hand corner of the screen and selecting Forms under the “Application” heading.
The Forms Management page will display:
2. Click the Copy an Existing Form link.
-OR-
Click the Select aForm from Your Library link.
Note: Selecting Copy an Existing Form will allow you to copy a form that is already associated at the account level, whereas selecting Select a Form from your Library will allow you to select a form template from your form library.
3. If you selected Copy an Existing Form in step 2, the CopyForm page will load in a new window. Select the form you would like to copy by checking a box in the Selected column, and enter a new form name in the Form Name field.
-OR-
If you selected Select a Form from your Library in step 2, the Search aForm page will load in a new window. Select the form you would like to use by checking the box in the Select column, and click the add form button (down arrow icon).
4. If you selected Copy an Existing Form in step 2, proceed to step 5. If you selected Select a Form from your Library in step 2, and added a form in step 3, your form will now display in the Forms to be Linked section of the Search a Form page. Define the form Name, Description, Form Association (Display From Link), Form Type (Characteristic), and Filters as needed.
5. Enter your e-Signature, and click the Submit button to add the form to the Forms Management page.
Note: You may need to search for the document by using the available search function.
