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Associate a File open in Viewer and Create a Form

This article helps you understand how to associate a file open in viewer and create a new form.

Updated over 2 weeks ago

1. Open the required file in the viewer which needs to be associated with a new form.

2. Next, follow the steps for navigating to File Viewer More Options.

3. In the 'More Options' menu, select the 'New Form' option (under the 'New' category).

4. A list of active form types will populate based on relevant form settings configuration. Click on one of the form types to create that particular type of form. You can also enter a keyword to search for the required form type by 'Form Name', 'Form Code' and 'Project Name'.

5. The interface to create a form will appear. Certain options may only be available based on relevant form settings configuration. The associated file will appear at the bottom of the 'Create Form' screen.

Click here for detailed help on how to create a form while viewing a file.

6. Enter the required details as per the form design. Click here for further help on how to create a form and available additional options while doing so (See steps 5 and 6).



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