Additional Form Profile
The Additional Form Profile contains the captured information for an additional form. Since an additional form can be captured more than once, there may be several Additional Form Profiles for the same additional form.
To access an Additional Form Profile:
- Open a Contract, Company, or Project Profile that contains a captured additional form.
- In the Links section of the Profile, click the Additional Forms link.
- Locate a captured form, which displays a number other than "0" in the Forms Captured field.
- Click the captured form record to display its browse screen.
- Click on an instance of a captured form to display its Additional Form Profile.
Although the Contract Profile is used in the screen shot below, the components are the same in the Additional Form Profile screen in a Company Profile and Project Profile.
Additional Form Profile Name | Ensure the Profile for the correct form is displayed. |
Additional Form fields and lists | Review the Profile, including the information captured by the form. |
Edit button | Click to edit the information in the fields and/or lists. If the Profile displays only Save and Cancel buttons, it is a single-use form, which means it can be captured only once. |
Copy button | Click to make a copy of the additional form with the captured information. |
History button | Click to review a history of the changes that have been made to the additional form. |
Back to Browse button | Click to return to the browse screen for this additional form.
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