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Associate Attachments & Associations of a File open in Viewer and Create a Form
Associate Attachments & Associations of a File open in Viewer and Create a Form
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2. Select one or more file attachments & associations to associate by clicking on the corresponding checkboxes.

3. Once done with selecting the required attachments & associations to associate, click on 'Create Form' icon available at top right side.

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 required form type by 'Form Name', 'Form Code' and 'Project Name'.

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

6. Enter required details as per 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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