Click on Images to Expand Them

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.

Additionally, a pop-up actions toolbar appears, when you hover over a Form entry in the Forms Table.

Forms Pop-up Actions Toolbar

A pop-up actions toolbar appears, when you hover the mouse pointer over a Form entry in the Forms table.

Pop-up Actions toolbar

The following actions can be performed in Selection Mode (available actions may depend on your access rights and site configuration):

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.

Actions for the Forms Library in Selection Mode

Actions toolbar in Forms Selection Mode

The following actions can be performed in Selection Mode:

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.

Actions toolbar in Forms Browse Mode

The following actions can be performed in Browse Mode:

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. Note. The actual content of the forms (PDF files or images) is not exported.
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.