User manual
Table Of Contents
- Contents
 - Autodesk® Buzzsaw
 - Buzzsaw
- Welcome
 - Accessing Your Site
 - Read Me
 - Getting Started
 - Navigating the Workspace
 - Site and Project Administration
- Archiving Site, Project, and Folder Contents
 - Cloning a Project
 - Granting Anonymous Public Access
 - Converting Project and Standard Folders
 - Project Properties
 - Ownership of a Project, Folder, or File
 - Working with Site and Project Statistics
 - Site Administrator Tasks
 - Welcome Email Options
 - Managing Site Information Pages
 - Creating a New Member
 - Editing a Member
 - Adding a Member to a Project
 - Importing and Exporting Members
 - Creating a Group
 - Project Administration Tasks
 - Adding a Member to a Project
 - Editing Members of a Project
 - Groups
 - Permissions
 - Activity Logs
 
 - Information Pages
 - Folders
 - Files
- About Project Files
 - Using the View Tab
 - Using the Discussions Tab
 - Using the Versions Tab
 - Using the Markups Tab
 - Using the Form Links Tab
 - Adding a File
 - Editing a File
 - Deleting a File
 - Viewing a File
 - Adding a Note
 - Adding a Link to a Folder or File
 - Adding a Link to a Note
 - Downloading a Folder or File
 - Locking and Unlocking a File
 - Recovering a File
 - Renaming a File
 - Updating a File
 - Working with Multiple Views
 - Using Properties
 - Versions
 - Discussion Threads
 - Drawings
 - External References (Xrefs)
 
 - Find
 - Notification Manager
 - Recycle Bin
 - Viewers and Markups
 
 - Buzzsaw Professional
- Overview of Buzzsaw Professional
 - Project Setup
 - Global Collaboration
 - Dashboard Overview
 - Forms Setup
 - Working with Form Logs, Workflow and Roles
 - Working with Forms
- Adding a Form
 - Adding a Comment to a Form
 - Viewing a Form
 - Editing a Form
 - Printing a Form
 - Linking Documents to a Form
 - General Tab for Forms
 - Routing Tab for Forms
 - Links Tab for Forms
 - Attachments Tab for Forms
 - Discussions Tab for Forms
 - Versions Tab for Forms
 - History Tab for Forms
 - Assigning/Re-assigning a Form
 - Responding to a Form
 - Recalling a Form
 - Closing a Form
 - Deleting a Form
 
 - Working with Reports
 - Working with Submittal Packages
 - Bid Management
 - Document Register
 
 - Support Options
- Support Options
 - Glossary
 - Reference
- Using Accessibility Shortcuts
 - Logging In and Password Dialog Boxes
 - File and Folder Dialog Boxes
- Using the Folder Properties General Tab
 - Project Folders
 - Standard Folders
 - Working Folders Dialog Box
 - Recover Folder
 - Using the File Properties General Tab
 - Download Folder Dialog box
 - Recover File
 - Ownership Dialog Box
 - New Notification Dialog Box
 - New Notification Dialog Box
 - Automatic Notification File Types
 - Daily Summary Time Dialog Box
 - Updating Your Time Zone
 - File Types that are Indexed
 - Supported Bitmap Files
 - Forms Display Issues
 - Enter URL Address
 
 - Drawings and Viewers Dialog Boxes
 - Project Dialog Boxes
- Add/Update to Project - Select Drawings Wizard
 - Add/Update to Project - Edit Attributes Wizard
 - Add/Update to Project - Import Attribute Template Wizard
 - Add/Update Project Documents Wizard - Attach Comment
 - Add/Update Project Documents Wizard - Send Email Notification
 - Add to Project - Create Note Wizard
 - Add to Project - Create Link Wizard
 
 - Preferences and Settings Dialog Boxes
 - Email Dialog Boxes
 - Site and Project Administrator Dialog Boxes
- Site Administrator's Minimum Required Version Dialog Box
 - Member Information Contact Tab
 - Active Members Dialog Box
 - Remove a Member
 - Confirm Member Delete
 - Export Permissions As Dialog Box
 - Add to Group Dialog Box
 - New Group Wizard: Step 2 Select Members
 - New Group Wizard: Step 3 Project Memberships
 - Select Group Dialog Box
 - Add Project Members Dialog Box
 - Add to Project Dialog Box
 - Activity Log List Options Dialog Box
 - Print Activity Log
 - Save Activity Log
 - Add Information Page Dialog Box
 - Import/Export — Select Fields
 - Import/Export Members - Import Field Mapping Step
 - Import/Export - Select Members Step
 - Import/Export Members Wizard
 - Import/Export - Send Email Step
 - Select Company Dialog Box
 - Filter by Company Dialog Box
 - Password Requirements
 - Add/Remove Roles Dialog Box
 
 
 
 - Index
 
Removing links from a form
In draft or edit mode, select a link and click Remove Links. The ability to add
or remove links to a form is determined by the rules of the business process.
For example, if a user has the ability to reassign a form then he or she can add
or remove links.
Moving linked documents
If a document that a form is linked to is moved the link is automatically
updated. Moving a linked document may alter who can access the document
(that is, if you move the document to an project that members do not have
access to). You can check which forms are linked to a document by looking
at the Forms Links tab. Access this tab by opening the file in the project tree
and clicking the Form Link tab.
See 
Using the Form Links Tab (page 176) for more information.
Deleting linked documents
If a document that a form is linked to is deleted, then the link on the form
breaks. You can check which forms are linked to a document by looking at
the Forms Links tab. Access this tab by opening the file in the project tree and
clicking the Form Link tab.
See 
Using the Form Links Tab (page 176) for more information.
See also:
Using the Form Links Tab (page 176)
Assigning/Re-assigning a Form (page 324)
Attachments Tab for Forms (page 320)
General Tab for Forms
The general tab displays the following information about a form:
■ Author — The author of the current version of the form.
■ Version — The version number of the current version of the form.
■ Created — The date and time the first version of the form was submitted.
■ Modified — The date and time the current version of the form was
submitted.
318 | Chapter 21 Working with Forms










