Create a New Form

This article will show you how to add new forms to your system.

Instructions

1. Sign in to your site

2. Navigate to Admin Tools and select Forms Customization:

3. Select Add New Form in the first dropdown:

4. Fill out the remaining fields:

   • Form Name: The name of the form. It's a good idea to include the name of the module you plan to use the form in so that you can find it more easily. Such as: "Permitting System - New Building Form"

   • Public Access: Whether or not public users have access to this form

   • Bulk/Individual Availability: Whether or not this form can be used for bulk printing, individual printing, or both

   • Module: The area of the system where this form will appear as an option

   • Orientation: Portrait or landscape

   • Active: Choose yes or no

   • Tab: Select Regular/any tab, certificates, or inspections

   • Check this box if you want to show this on the workflow tab: Check to add to the Workflow tab

   • Check this box if you want to make this letter a form: Converts the form to an inbound form

   • Margins: Left, right, top, and bottom can be specified separately

   • Minimum Font Size: The minimum font size will increase any font in the form when printed to the minimum. This can be used to ensure a readable font size for legacy forms.

5. You can use the editor to put in the content of your form

6. Once complete, click Save Form: