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This article applies to:

  • Product: e-Form RS
  • Subject: Documents,setup

Custom Forms in e-Form RS

Custom Forms
 are Generic Templates included with the
Custom Templates and Custom Forms
 product.
Custom Templates
 are the base blank forms for your account. You can save them to clients and edit them.
When you select a
Custom Template
 to add to a client, you make a copy of the template as it is at that time. When the
Custom Template
 is updated, these updates are not carried over to any
Custom Templates
 you've previously added to clients.  Any changes you make to a
Custom Form
 saved to a client will not affect any other
Custom Forms
 or
Custom Templates
.
Custom Forms
 are not specific to a year. The same list is available no matter which year you select for the client forms. If you save the same
Custom Form
 to a client for more than one year, add the new year to the form description in the
Form Display
 window to distinguish them.

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