Below are the steps to associate a file review from the comments listing and create a new form:
1. Go to the 'Comments' view in the Files tab. Select the project folder containing the file reviews to be associated with a new form. The option to associate a review and create a new form applies to review-enabled projects only.
2. Select the file reviews to associate with a new form, right-click, and select 'New' --> 'Project Form'. This will enable you to create a new project form with the chosen associated file reviews.
3. A list of active form types will populate based on the relevant form settings configuration. Click on one of the form types to create that particular form. You can also enter a keyword to search for the required form type by 'Form Name', 'Form Code', and 'Project Name'.
4. The interface to create a form appears. Certain options may only be available based on relevant form settings. Enter the required form details as needed. Associated file reviews will appear at the bottom of the 'Create Form' screen.
5. Enter the required details as per the form design. Click here to learn how to create a form (See steps 5 and 6).
Next Article: Comments Batch Processing