Summary
Forms refer to Microsoft Word documents that, through the use of merge fields, allow users to pull data from the application and customize how that data is displayed on the forms. Forms will be saved in the Springbrook folder on your server at the path specified when the application was installed (SS> Utilities> System Setup> System tab> Archive Directory field).
The forms will be saved as .sbw files in this folder and should not be edited to avoid corruption. Forms can be attached to various application elements through the module process and maintenance palettes.
Follow this process to create forms to attach to steps in issues or issue types. The forms set up in the Contact Management module will not be accessible in other modules that use forms.
Related Links
Click here for information on the System Setup window.
Click here for a complete list of available mail merge fields.
Step by Step
to view the selected form. This will open the MS Word document in a new window.
to copy the selected form. This will create a copy of the original form.
or press DELETE to delete the selected form.
or press ENTER to open and edit an existing form.
or press INSERT to create a new form. This will open the Word Merge Form Maintenance window.
to create the
form. This will open a Word document.
on the Form Maintenance window.
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