Add Forms
Add a form in a process stage.
- Click Tools in the Navigation bar, then click Process Manager.
- Select the process, then click the applicable stage in the status bar.
- Click the Choose Form button.
- Click Create New Form.
- To copy a form, click the radio button next to the form, then click Copy Selected Form.
- To copy a form, click the radio button next to the form, then click Copy Selected Form.
- A list of the forms in the system that are the same form type (LOI, Evaluation, Application, Approval, Denial, Follow Up) will appear.
- For example, if you are in the LOI stage when you click Choose Form, all of the LOIs currently built in the system will be listed.
Remove Forms
Remove a form for any applicable stage within a process.
- Click Tools in the Navigation bar, then click Process Manager.
- Select the process, then click the applicable stage in the status bar.
- Click the Remove Form button to remove the form from the process.
- A form cannot be removed if the process is turned on. Turn off the process off while you remove the form, and then the turn it back on.
- Once a form is used in the process, it is permanently attached to the process and cannot be removed.
Change Forms
If a form has already been added in a process stage, you can change it to a different form.
- Click Tools in the Navigation bar, then click Process Manager.
- Select the process, then click the applicable stage in the status bar.
- Click Change Form to select a different form.
- A list of similar forms in the system will display, click Create New Form.
- To copy a form, click the radio button next to the form, then click Copy Selected Form.
- A form cannot be changed if the process is turned on. Turn off the process while you change the form, and then turn it back on.
- Once a form has been used in the process, it is permanently attached to the process and cannot be changed to a different form.
- To copy a form, click the radio button next to the form, then click Copy Selected Form.