Step 3 - Specify the work order options

Select a work order type. The application steps you through specifying options and settings.

Submission with Blank Forms—Generate submission-ready PDF files and blank forms for all visits.
Archive with Blank Forms—Generate archival PDF files and blank forms for all visits.
Blank Forms Only—Generate a set of form templates that do not contain any data.
Custom PDF with Subject Data and Optional Blank Forms—Customize a work order for forms that contain data.
Custom Blank Forms—Customize the format, study versions, and security settings for a set of form templates that do not contain data.

Note: If you apply a saved template to a work order, the application takes you directly to the Confirmation page.