Edit and Distribute Forms

Some forms require form controllers to distribute information to the appropriate team members.  

The following lists the steps to be followed when completing this task:

1. View required form and click on the icon available

2. Amend / add text as appropriate in the required fields

3.  Click on icon to distribute action on the forward message to  users within the project team (see Distribute).

4. Option to complete associations is available. (namely,

Associate Documents and Comments,

Associate Forms,

Associate Attributes,

Attach External documents,  

5. Click on Send to create forward message

Select Display Form Print View After Saving to display Form Print Preview on sending the form. (Defaulted from User Preferences).

6. Click on Save Draft to create draft forward message

Select Display Form Print View After Saving to display Form Print Preview on sending the form. (Defaulted from User Preferences).

Useful Links:

Create Form

Distribute