User manual

Type the changes in the fields that you want to edit. Use the TAB key to
move between fields.
4 In a text box field, you can type multiple lines of information.
If you enter more lines than can be displayed, a scroll bar appears on
the right side of the text box. When you print the form, the entire text
prints without the scroll bar.
5 To add a link click Link to Project Files, or Upload & Link to Local Files.
6 To delete a link, select a link and then click Remove Links. See
Linking
Documents to a Form
(page 317) for more information.
7 To attach a file to the form click Attachments at the top of the form. See
Attachments Tab for Forms (page 320) for more information.
8 To include a comment about the form, click Add Comment at the top
of the form. See Adding a Comment to a Form (page 312) for more
information.
9 When you have completed the form, click one of the following:
■ CC — Click here to select project members that you would like to
notify about this form. An email that contains a link to the form is
sent to the members.
■ Submit — Saves the edits and send the form to the members selected.
■ Save as Draft — Saves the changes that you made but does not
send email notifications to the members selected.
314 | Chapter 21 Working with Forms