Document Form Tab

This tab is available to all users who have at least viewer access to the document. Users with editor access or higher can associate forms with the document as long as they have at least viewer access to the form template. The number of forms the user has the ability of seeing will be reported on the top tab. To modify the relationship users that have editor rights can select Relate Forms.

Form Tab View

Once the Modify Relationships button is selected a screen will become available to associate forms with this document.

Modify Relationships View

Users can select the appropriate form from the Available forms list and then assign the form to the Assigned Forms pane. Users may search for forms with certain criteria. On the first field above with Form ID in it, a list of all possible fields on the form will be displayed to aid in narrowing the available results.