User manual

Table Of Contents

Responding to a Form

In certain form logs you have the ability to respond to an item that has been

assigned to you. If this is available to you when you open the form there is a

Respond option on the form. Following is an example:

1 Within a form log, select a form and right-click. Choose Respond from

the menu.

2 The form is automatically sent back to the person who assigned it to

you. Click the CC or Notify button to select a member to notify about

the form.

3 Edit the form and add comments as needed. Click Submit when finished.

4 To cancel the response, simply close the window. The form is not added

to the log and you lose any information that you entered.

Once you have responded to a form, the assignment is removed from your

list of action items in the Dashboard.