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How do I view, edit, delete, print or email a Customers Forms?

To view a Customer's completed Forms, open the Customer file by choosing Customers > List

Click on the Customer's name 

Scroll down to the Forms section to view the Customer's Forms

how-do-i-view-edit-delete-print-or-email-a-customers-forms

To Edit

Click the Editicon how-do-i-view-edit-delete-print-or-email-a-customers-forms

Complete the changes, and click Savehow-do-i-view-edit-delete-print-or-email-a-customers-forms

*Please note, to be able to edit a completed Form, the Form Permissions must be set to **Open,*see How do I create a new Form?

To Print

Click the Printicon how-do-i-view-edit-delete-print-or-email-a-customers-forms

To Email

To email a customer a copy of their completed form, click the while Email icon how-do-i-view-edit-delete-print-or-email-a-customers-forms

To Delete

Click the Deleteicon how-do-i-view-edit-delete-print-or-email-a-customers-forms

Click OK

To view a Customer's completed Forms, locate and tap on the Customer in the Customer list, then scroll down to FORMS

Tap on a specific Form or See all Forms:

how-do-i-view-edit-delete-print-or-email-a-customers-forms

Tap the Action Icon at the top of the form:

how-do-i-view-edit-delete-print-or-email-a-customers-forms

To Edit

Tap Edit, (or tap directly on the Form)

Complete the changes and tap Save

Please note: to be able to edit a completed Form, the Forms Permissions must be set to Open, see How do I create a new Form?

To Delete

Tap Delete, then tap Confirm

To Email

Tap Email. This form will be sent to the email address of the customer

To Request Update

Tap Request Update. The customer will be emailed a request to update the details in this form.

To Print

Printing a Form can be done using the web app

To view a Customer's Forms, locate and tap on the Customer in the Customer list, then tap on the FORMStab

how-do-i-view-edit-delete-print-or-email-a-customers-forms

Scroll through the list to view any Forms associated with this Customer

Requested Forms awaiting completion are tagged with an orange Requested tag

Forms will be displayed in order, most recent first

To Edit

Please note: to be able to edit a completed Form, the Forms Permissionsmust be set to Open, see How do I create a new Form?

Long-tap on the Form you wish to edit and tap Edit

how-do-i-view-edit-delete-print-or-email-a-customers-forms

Complete the changes and tap SAVE

To Delete

Long-tap on the relevant Form and tap Delete > YES, DELETE

To Email

Long-tap on the relevant Form and tap Email. This form will be sent to the email address of the customer

To Request Update

Long-tap on the relevant Form and tap Request Update. The customer will be emailed a request to update the details in this form.

To Print

Printing a Form can only be done using the web app


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