A variety of icons are available within the 'Project Forms' tab depending on the user access as mentioned below:
Icon | Description | Applicable Area |
Mark the project form type as your favourite | Right-click the form type | |
Remove the project form type from your favourite | Right-click the form type | |
Project / Form groups within the project are in an expanded view | 'Project Forms' tree | |
Project / Form groups within the project are in a collapsed view | 'Project Forms' tree | |
Project / Form type is marked as a favourite | 'Project Forms' tree | |
Form type / Form type is selected / Form type is open to select | Forms listing or 'Project Forms' tree | |
Reply | Right-click the form record or form viewer | |
Reply all | Right-click the form record or form viewer | |
Flag - None / High / Medium / Low | Forms listing or right-click the form record | |
Associations | Forms listing | |
Edit | Right-click the form record | |
Edit Message | Right-click the form record | |
Edit Status | Right-click the form record | |
Customize Status | Right-click the form record | |
View form | Right-click the form record | |
Distribute files | Right-click the form record | |
Copy Direct Link | Right-click the form record | |
All history / Distribution history / Status History | Right-click the form record | |
Copy location | Right-click the form record | |
Tasks | Right-click the form record | |
Tasks - For information | Right-click the form record | |
Open / Close the form distribution screen | Create a form or reply form | |
Instant email notification is on for the corresponding user | Form distribution screen | |
Instant email notification is off for the corresponding user | Form distribution screen | |
Expand the corresponding distribution group or role | Form distribution screen | |
Assign multiple tasks to the same user | Form distribution screen | |
Remove distribution groups, users, roles or organisations from the distribution list | Form distribution screen | |
Attachments & Associations | Create a form or reply form or form viewer | |
Select files | Create a form or reply form | |
More options | Create a form or reply form or form listing | |
Direct link | Form viewer | |
Edit and distribute | Form viewer | |
View message trail | Form viewer | |
Refresh | Form viewer | |
Maximize | Form viewer | |
Minimize | Form viewer | |
Dock content | Form viewer | |
Undock content | Form viewer | |
Close popup | Form viewer | |
Download files | Form viewer | |
Associate and create form | Form viewer | |
All history | Form viewer | |
Workflows | Form viewer | |
Form details | Form viewer | |
Print form details | Form viewer | |
Printable version | Form viewer | |
Current message to PDF / All messages to PDF | Form viewer | |
Filter list | Forms listing | |
Save Filter | Forms listing | |
Edit Filter | Forms listing | |
Delete Filter | Forms listing | |
Remove Filter | Forms listing | |
Export options | Forms listing | |
Settings | Forms listing | |
Maximize | Forms listing > Settings | |
Minimize | Forms listing > Settings |
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