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Location: File  Form
Prerequisites:
▪Form type
Overview:
Forms allow users, during the execution of project tasks, to access and edit their electronic files. Through this menu, all possible file forms that may be associated with project tasks must be recorded.
Specific buttons:
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Click on this button to add a new form. For further information on this operation, see the Creating a file form section.
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Click on this button to delete the form selected on the list of records.
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Click on this button to delete the form selected in the list of records.
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Click on this button to view the electronic file associated with the form selected in the list of records.
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Click on the arrow next to this button to export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, or search the parameters that may be used in the configuration of new reports.
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Click on this button to enable or disable the record selected on the main screen. To view the disabled records, use the "Status" field of the General filter in the search filters panel.
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Use the "Search filters" to easily retrieve the desired records based on specific information.
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