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This article applies to:

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

Create Custom Forms screen

You can access two types of templates on the Create Custom Forms screen: Generic Templates and Custom Templates. Generic templates can be customized for your account and saved to clients. Once saved to a client, they can be edited further for the selected client
  1. Select
    Create Custom Forms
     under
    Forms
     to access the Create Custom Forms screen.
  2. You can access the following options in the toolbar of the
    Create Custom Forms
     screen:
    • Add template to Custom List
    • Restore List Defaults
    • Refresh the List
  3. You can use
    Generic Templates
    ,
    Custom Templates
    , and
    Edit Custom Templates
     to create and edit custom forms to clients.
  4. View the instructions for a selected form by selecting the Y icon under
    View Instructions
    .