Difference between revisions of "Using Custom ISEF Forms"

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(Created page with "== Do you use custom ISEF forms? == Well we can support that. === Setup === # Sign-in in as an admin # Click on '''Paperwork''' and then '''File Setup''' #* Here is where...")
 
 
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# Sign-in in as an admin
 
# Sign-in in as an admin
 
# Click on '''Paperwork''' and then '''File Setup'''
 
# Click on '''Paperwork''' and then '''File Setup'''
#* Here is where all of forms are defined, if you don't see forms you can click the '''Clear & Setup ISEF files''' button
+
#* Here is where all of forms are defined, if you don't see forms you can click the '''Clear & Setup ISEF files''' button, to do the standard ISEF form setup.
 +
# Update each file to use your custom form
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## Click on a form
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## Update the '''Blank File''', this can be easily done by click on the globe
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## Update the '''ISEF File Type''' to correlate with the proper file type
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## Click '''Save'''
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## Repeat until you have updated all of your files
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# Done
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<br/><br/><br/><br/>
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[[Category: Setup]]
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[[Category: Customize]]

Latest revision as of 15:22, 3 November 2021

Do you use custom ISEF forms?

Well we can support that.

Setup

  1. Sign-in in as an admin
  2. Click on Paperwork and then File Setup
    • Here is where all of forms are defined, if you don't see forms you can click the Clear & Setup ISEF files button, to do the standard ISEF form setup.
  3. Update each file to use your custom form
    1. Click on a form
    2. Update the Blank File, this can be easily done by click on the globe
    3. Update the ISEF File Type to correlate with the proper file type
    4. Click Save
    5. Repeat until you have updated all of your files
  4. Done