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Form Right Click Options
Form Right Click Options

This article helps you understand available right click options for forms in Asite.

Updated this week

Asite has different right-click options available within the forms listing area.

You can right-click on project name, forms (in 'Apps' View) and distribution (in 'Distribution' View) under the 'Project Forms' tab.

Click the below links to access their detailed help:

Right Click Options on Project Name

Right Click Options on Form Type

Right Click Options on Form in Listing View

Right Click Options on Form in Distribution View

Right Click Options on Project Name

  1. Mark As Favourite / Remove As Favourite - To mark the selected project as a favourite or remove it from the favourite.

  2. Copy Name - To copy the selected project name.

Right Click Options on Form Type

  1. Mark As Favourite / Remove As Favourite - To mark the selected project form type as favourite or remove from favourite.

  2. Copy Name - To copy the name of the selected form type.

  3. Generate QR Code - To generate a QR code for the selected form type.
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Right Click on Form in Listing View

  1. New

    1. Reply - To launch the response view of the form message with the originator populated in the distribution list.

    2. Reply All - To launch the response view of the form message with all recipients populated in the distribution list.

    3. Form - To create a new form.

    4. Project Form - To create a new form with the selected forms automatically associated.

  2. Flag - To flag selected forms as high, medium and low. It also allows you to clear any existing flag on forms.

  3. Edit

    1. Status - To edit the status of the selected form.

    2. Customize Status - To edit the status formatting of the selected form.

    3. View Form - To launch the view mode of the selected form.

  4. View - To open the selected form in the viewer.

  5. Visibility - To assign visibility on the form message based on message ID to other users/roles/distribution groups (See Assign/Remove Visibility on Forms).

  6. Share

    1. Distribute - To distribute the individual form to project team members.

    2. Copy Direct Link - To copy the direct form link to share.

  7. History - To view audit history information available for the selected form.

    1. All - To view all the audit history information for the selected form.

    2. Distribution - To view distribution history information for the selected form.

    3. Status - To view status history information for the selected form.

  8. Copy

    1. Name - To copy the form type information.

    2. Location - To copy the project, form type information.

  9. Tasks - To complete tasks for single or multiple forms. A sub-menu for task names will appear. e.g. 'For Information'.

  10. Delete - To permanently delete selected form records.

  11. Print All - To print all form instances along with their attachments & associations.

  12. Export All To PDF - To export all selected forms as PDF.

Right Click on Form on Distribution View

  1. Clear Tasks - Clear selected form tasks.

  2. Delegate Tasks - Delegate selected form tasks to other project users.

  3. Deactivate Tasks - Deactivate selected form tasks.

  4. Reactivate Tasks - Reactivate selected form tasks that are already deactivated.
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Next Article: Asite + DocuSign Integration

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