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Associate Attachments & Associations of a File and Create a Form (When Viewing)

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2. Select one or more file attachments & associations to associate by clicking on the corresponding checkboxes.

3. Once you have selected the required attachments and associations to associate, click the 'Create Form' icon at the top right.

4. Based on the relevant form settings configuration, a list of active form types will populate. 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. Some options may be available only based on the relevant form settings. Associated file attachments & associations will appear at the bottom of the 'Create Form' screen.

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



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