Creating a New Form

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There are two ways to create a new form. The first is by selecting the package the form is in and then the form you wish to create and the second is to select a template you have created for a specific form, allowing you quick access to commonly used forms.

 

Creating a New Form by Package

 

1.

Open ADLForms

 

2.

Click on <New>

 

3.

Click on the 'New Form' tab

 

4.

Choose the 'Forms Package' you would like to use

 

5.

Highlight the form you want to create and click <OK>

Your office's details will automatically show up on the form, which can be modified in Changing Agents Details.

 

NewForm1

6.

If there are any templates for the selected form then a window will popup asking you which template you wish to use, select the template and click <OK>

The *Default* template is a blank version of the form (See Saving and Using Templates)

 

Creating a New Form by Template

 

1.

Open ADLForms

 

2.

Click on <New>

 

3.

Click on the 'New Form from Template' tab

 

4.

Choose the Template you would like to use and click <OK>

 

 

NewForm2

 

From this screen you can also select to Modify a Template without actually starting a new form or Delete a Template that is no longer required.