Create an E-Form

Use these steps to create an e-form.

To create an e-form:

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