6 User Guide
Using the Forms
This section outlines features that are used while filling out the forms. These features include tools that
are essential to filling out forms and features that just make filling out the forms easier.
Form Navigation Icons
On the tool bar right above the form display, there are additional options that you can use while filling out
your forms. These icons are outlined below:
Maximize Form Manager - This button closes the form manager so that you can view the form in
full screen. If you click the button while the form is in full screen, the form manager will return.
First Page - This will take you to the first page of a form.
Previous Page - This will take you to the previous page of a form.
Next Page - This will take you to the next page of a form.
Last Page - This will take you to the last page of the form.
Scale Width - This is actually a drop down, but you can choose the "Zoom Level" for the form.
Cut - Highlight text and click the Cut button to move the selected text to the Windows clipboard.
Copy - Highlight text and click the Copy button to copy the selected text to the Windows
Paste - Click in a field and click the Paste button to paste text from the Windows clipboard into
the selected field.
Apply Strike-Out - This button allows you to draw a line through unwanted form text. This only
works for the form text, not a form field.
Change Text Case - Highlight text within a filled out field and click this button the change the
case of the selected text. You will be given three options to choose from. Upper Case: Changes
the selected text to all upper case, Lower Case: Changes the selected text to all lower case, and
Capitalize: Changes the selected text to have the first letter capitalized.
Apply N/A to Empty Form Field - This button allows you to fill "N/A" or any other text into any
blank fields in a form.
Add a New Note - This will add a "sticky note" to the page. You can type any information you
wish on the sticky note and place it anywhere on the page.
Toggle Fast Fill Mode - The Fast Fill button hides all existing text on a form and will only display
form fields and field names. If you are already familiar with the form, this feature allows you to
quickly enter information without having to scroll through all of the form text.
Undo Field Changes - This will undo the last change made to the form.
Redo Field Changes - This will redo the last action that was undone.
Managing Look Up Fields
The Look Up Fields button opens a window that allows you to edit, add or delete the Look Up entries.
Look Up fields contain previously typed information that appears in the drop down fields.
To manage the Look Up Fields:
Click on the LOOK UP FIELDS button in the Edit Tab. You may also click the Edit drop down menu to
access the Look Up Fields option.
Once the Look Up Fields window is opened you may remove or add any data you wish. You will need to
select the field you wish to modify from the Field drop down menu.