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This article applies to:

  • Product: e-Form RS
  • Subject: Clients

Use Display Client's Forms in e-Form RS

To find a list of all the forms applicable to a client:
note
Certain forms are available only in web-based formats and e-Form RS will provide you with the URL to the form. Use the URL to launch the form via an external browser.
  1. Select
    My Clients
    .
  2. Select a client from the list.
  3. Select
    Display Client's Forms
    .
  4. Select the
    +
     next to a folder to expand it and find the forms list. Double-click any form in the list to open it.
    You have other options, such as:
    • Page Level Options: Use Page Level Options to set Currency Fields, Date and Time Stamp, Compute Options and to set the Font sizes applicable to fields in the form.
    • Typewriter: Use the Typewriter to add fields by selecting the required area on the form.
    • Form Instructions: Use Form Instructions to view instructions associated with the form in display.
    • Form Formatting: There are several options available for a form in display. Right-click an entry field to Align, Set Font Size, Copy, Paste or Reset. Right-click anywhere on the form to access various options like Typewriter, Print Form, Export to PDF, Add/Edit Memo, Instructions, Calculators and Clear All Data Fields.

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