This article will show you how to add new forms to your system.
Instructions
- Sign in to your site
- Navigate to Admin Tools and select Forms Customization
- Select Add New Form in the first dropdown
- Fill out the remaining fields
- Form Name: The name of the form. It’s a good idea to include the name of the module you plan to use the form in so that you can find it easier. Such as: “Permitting System - New Building Form”
- Public Access: Whether or not public users have access to this form
- Bulk/Individual Availability: Whether or not this form can be used for bulk printing, individual printing, or both
- Module: The area of the system where this form will appear as an option
- Orientation: Portrait or landscape
- Active: Choose yes or no
- Tab: Select Regular/any tab, certificates, or inspections
- Check this box if you want to show this on the workflow tab: Check to add to the Workflow tab
- Check this box if you want to make this letter as a form: Converts the form to be an inbound form
- Margins: Left, right, top, and bottom can be specified separately
- Minimum Font Size: The minimum font size will increase any font in the form when printed to the minimum. This can be used to ensure a readable font size for legacy forms.
- You can use the editor to put in the content of your form
- Once complete, click Save Form
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