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Functionality Icons in 'Project Forms' tab

Functionality Icons in 'Project Forms' tab

This article helps you understand different functionality icons available in 'Project Forms' tab.

Updated over 3 weeks ago

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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