Forms Tab

The Forms tab is the first tab that is displayed when creating or updating a document.

You can use it to add, remove, and search forms, and perform other tasks.

Using the Toolbar

From the Forms toolbar, you can:

• add forms that are not currently listed in the Forms tab to the document by clicking
• remove a form from the document by selecting it, then clicking
• add a form to your Favorite Forms by selecting the form, then clicking Add to Favorites
• add a favorite form to the document by selecting a form in the Favorite Forms pane, then clicking Add

• save your changes by clicking Save
• perform a query by example by clicking
• submit the document by clicking  

Using the View Menu

You can use the View menu to:

• display and hide columns
• reorder columns
• perform a query by example

Form Columns

The Forms tab includes the following columns:

• a Preview button allowing you to preview the contents of the form
• the Name of the form
• a Description of the form
• the Category of the form
• the Letter Type of the form
• the geographical Region of the form