Install Document View

Use this action after configuring a Document View.

1. From the Home screen, do one of the following:
   
   
   • Click Configure on the navigation panel.
   • Click the down arrow next to Home on the menubar and select Configure.
   • Click Areas > Configure on the menubar.

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

2. • Click the down arrow to the right of the Home options bar button and select Configure.
   • Click Home > Configure on the menubar. The Configure screen displays.

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

3. Click Document View on the navigation panel.

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

   • Click Actions > Install Document View on the options bar.

   • Click Actions > Install Document View on the menubar.

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