Defining and Editing Form Categories

Defining Form Categories

In order to edit Form Categories, you must first Define them.

1. Navigate to the Form Category Management Page
2. On this Screen, Forms will appear under their specific Category which will represent the sections they appear under within Available Forms.

Note: Form Categories should be set up prior to creating Process Forms.

3. To create a new Form Category, Select “new Form Category”

4. Select the Type of Form from the Drop-Down

5. Create a Name for the Form and Description

6. Select Insert

Editing Form Categories

1. Navigate to the Form Categories Management Page using Step 1 above.
2. Select the Form Category you wish to edit by selecting the Magnifying Glass Icon next to the Form
3. Select Edit
4. From Here, you can Change the Name of the Form and the Form Category Description.

5. Select Save