Accessing Forms

The Library provides centralized access to all application forms and enables permission assignment for authorized users, allowing team members to efficiently locate, open, and manage forms for streamlined and secure workflow.

To access a form from the Library:

  1. From the Home page, select the Library.
  2. Select the Forms tab.
    Forms tab of the Library screen
  3. Click the caret caret beside the form that you want to view to expand the list.
  4. Click the name of the form you want to view to open it directly. You can work on the form as usual.