Summary

This article provides an overview of the documents form. 

Table of Contents

• Role Permissions
• Add Documents

Role Permissions

E = Edit, V = View Only

Add Documents

1. In the Form Navigation table, navigate to the ‘Documents’ form.
2. Select ‘Add Document.’
3. Complete the ‘Document’ form.
4. Click the Save Form button. You will return to the Documents form. From here you can add more Documents.

In the Form Navigation table, the Document form that you just created is now a subform of the Documents form.

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