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This article applies to:

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

Edit Custom Form Templates in e-Form RS

  1. important
    When you edit a Custom Form Template your changes will not be carried over to custom forms you've previously saved to clients.
  2. Select
    Create Custom Forms
     from the
    Forms
     menu.
  3. Select
    Custom Templates
    .
  4. Select a custom template from the list then
    Edit
    .
  5. Edit the template, then select
    Save Form
    .
    tip
    • If you edit multiple versions of the same template, we recommended you give each version a different name to identify them. For example, you could use different client letters for each preparer in your account and different letters for amounts due or refunded.
    • For best results, copy text from
      Microsoft
      WordPad
       or
      NotePad
       instead of
      Word
      . The hidden characters in
      Word
       can cause unexpected results.

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