Install a Custom Form

  1. From the Home screen, do one of the following:

From any other area of the program, do one of the following:

  1. Click Policy on the navigation panel or Areas > Policy on the menubar.
  2.  

    Click Custom Forms on the navigation panel.

  3.  

    Click to highlight the custom form that you wish to install in the list, and then do one of the following:

Note: In order to use the form in the program, you must set it up in Policy Type Configuration.

See Also