Using E-Forms really boils down to "how do I get to a form to fill it out?" There are 3 ways to get to E-Forms to use them:


  1. Record Screen - Select an E-Form from the list of available forms and it will be opened up in the document view screen inside the current Record.


  1. E-Forms List - Users can click the E-Forms button on the top toolbar to get a list of E-Forms


  1. Public Portal - External (non-authenticated) users can see a list of the forms that are available for public use.