Adding Forms

A Drafter can add forms to a document using the Add Forms dialog within the Forms tab.

The forms that are available to be added appear in a table. You can search the available forms to quickly find the ones you want to add.

To add forms to a document

  1. When creating or updating a document, click the Forms tab.
  2. Click Add formto add a form.
  3. Enter you search criteria in the Add Forms dialog.
  1. Select the forms to be added to the document, then click Add.
  2. When you are done, click OK.
  3. In the Forms tab, click Save to save your work.

The forms are added to the document.