Editing an Additional Form for a Contract, Company, or Project Profile
You can edit the information captured for any of the additional forms added to a Contract Profile, Company Profile, or Project Profile. However, an additional form can only be edited if the form has been captured at least once, as indicated by the presence of a number other than "0" in the Forms Captured column.
Although the Contract Profile is used in the steps below, the same steps also apply to editing an additional form in a Company Profile and Project Profile.
- Locate the additional form you want to edit, and display its Profile screen.
- Click Edit in the toolbar.
- When the screen refreshes, update the information in the fields and lists, as needed.
- Click Save.