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Search e-Form RS Support Help and Support.

This article applies to:

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

My Clients screen

Use the My Clients screen to add, edit, and search for clients.
  1. Select
    My Clients
     under
    Clients
     in the navigation panel.
  2. You can do the following actions on the My Clients screen:
    • Add New Client
    • Edit Client
    • Delete Client
    • Display Client's Forms
    • Add Forms to Clients
    • Client Form List
    • Client Custom Forms
    • Export to Spreadsheet
    • Column Chooser
    • Display Notes
    • Preprinted Forms
    • Save List Format
  3. Enter search terms in the field above the client list to narrow down your search results for clients.