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 saved templates for the selected form then a window will appear asking you which template you wish to use (See Saving and Using Templates)

 

Select the template and click <OK>

 

 

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

 

Note: 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.