Form creation

To navigate to document form creation - click on Administration → Forms management →+Add document form.  

New document form will be added to the table with subsequent ID-number and status New.

To configure document form - enable Edit mode and set the required settings. 

• Document form ID is assigned automatically

• Give a name to the document form (e.g. invoice, order, instruction, agreement, statement of work, etc.)

• Assign workflow to the document form (make sure one already present in the system)
• Define document folder for the document form if required. In case there are no available folders - setup required one in the system following steps described on the Directories page.
• Save changes