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The actions that can be performed on forms are different, depending on the mode that the library is opened in: Selection Mode or Browse Mode.
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Action | Description |
|---|---|
Details | Opens the Form Details screen with information about the form. |
Delete Item | Removes this form from the server. (Availability of this action may depend on your access rights.) |
Add to Favorites | Adds selected forms to the list of Form Favorites. An Add to Favorites pop-up window is opened. |
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Action | Description |
|---|---|
Select | Adds selected forms to the Work Item and returns to the Work Item screen. |
Cancel | Returns to the Work Item screen. |
Create New | Creates a new electronic PDF form. A new Form Details window is opened. |
Add to Favorites | Adds selected forms to the list of Form Favorites. An Add to Favorites pop-up window is opened. |
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Action | Description |
|---|---|
New Forms | Creates a new electronic PDF form. A new Form Details window is opened. |
Export | Exports the list of selected forms and values in the respective fields. |
Add New | This button is not used for Forms. |
Barcode | Creates a Barcoded Cover Sheet for the selected forms, which can then be saved and printed. |
Create WI | Creates a new Work Item that contains the selected forms. |
Customize Report | Opens the Docupace Report Builder , which allows to change the search fields and the table columns in the Forms Library View. |
Add to Favorites | Adds selected forms to the list of Form Favorites. An Add to Favorites pop-up window is opened. |
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