« Forms

How do I view, edit, delete, print or email a Customer's 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


To Edit

Click the Edit icon 

Complete the changes, and click Save 

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 Print icon 


To Email

To email a customer a copy of their completed form, click the while Email icon 


To Delete

Click the Delete icon 

Click OK