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Creating a file form

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To add a new form, click on the button on the main toolbar. On the screen that will be displayed, select the type that will classify the file form and save the selection.

To edit the data of a form, select it in the list of records and click on the button. The following fields are available in the file form data screen:

 

 

Field

 

ID #

Enter a number or a code to identify the file form.

Name

Enter a name for the file form.

Form type

This field is filled out with the type selected when adding the form, although it is possible to edit it. In this case, select the type that will classify the file form.

File

Click on the button next to this field to associate the form file. On the screen that will be opened, browse the files saved in the computer and select the desired electronic file. Use the other buttons next to the field to delete or view the selected electronic file.

Summary

Record important information about the file form.

 

After filling out the necessary fields, save the record.