Editing Forms and Adding Forms

To edit a form, you will need to right-click on the form in the form library and select “Modify”. When in Modify mode, you will then be able to access the automation toolbar to add automation fields to the form. Once finished, click “Save & Close”.

To add a form, select “Add Form/Letter” in the form library window. Here you can start from scratch with a blank form, or work off an existing form from your computer. You can also select if you would like to open the form in a specified container.

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