Create an E-Form

Use these steps to create an e-form.

To create an e-form:

  1. Under the Setup menu section, go to E-Forms > E-Forms.
  2. Click +New E-Form.
  3. In the wizard that displays, select an e-form type in the E-Form Type Name field. This is a required field.
  4. In the Job Number field, select a job to associate the e-form with if needed.
  5. Click Create.
  6. Enter information in the fields as needed.
    Note: The available fields depend on what fields were included when the e-form type was created.
  7. Click Save.