Finding Forms & Content

Forms & Content are listed on the Forms & Content tab of the Processes & Contents page.

Reference Name: The Reference Name is how the form is referred to within the software.

Type: The type refers to what type of form this is. The options are Agreement, Content, Data Entry, and Document Upload.

Status: The status shows if the form is a Draft or if it is Published.

Modified Date: The modified date shows the last time this form was edited.

Disclaimer for Forms