User manual

Gatekeeper — Select which project members can be gatekeepers and
who they can notify and discuss the form with.
Consultants — Select which project members can be consultants and
who they can notify and discuss the form with.
General — Select the project members who should be able to view the
form: all project members, only project members who are directly
involved in the workflow, or select members whom you choose. You
can also specify how many days the form is available on each member's
dashboard.
7 Click the Forms tab to change the pre-populated fields in the form such
as, company name and address. The information entered in this tab is
displayed on the form. Use the TAB key to move between fields. The
following fields are available:
■ Document Numbering — When a form is submitted it receives a
number. This number can have a prefix and a suffix. Use the following
options to customize the prefix and suffix. Note that a form does not
actually receive this number until the Submit button is clicked.
■ Prefix — Enter a prefix for your forms numbering system. The prefix
can contain letters and numbers. For example, to set a numbering
system such as, RFI0001, enter RFI for the prefix.
■ Suffix — Enter a suffix for your forms numbering system. The suffix
can contain letters and numbers. For example, to set a numbering
system such as, 10001RFI, enter RFI for the suffix.
■ No of Digits — Type the maximum number of digits that you want
the form number to be. This does not include the prefix and suffix.
■ Next Document Number — Enter a number that the next form
created should start with.
■ Document Heading — Type a title for the forms.
■ Footer — Type a standard footer. The footer appears at the bottom
of each form.
■ Company Name — Type your company name, or the company
name that you want to appear on the forms.
■ Address and Phone — Type the company address and telephone
numbers that you want to appear on the forms.
■ Region — Enter a geographical region for this project. For example,
"Northwest".
266 | Chapter 16 Project Setup