Install a Custom Form

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 Custom Forms on the navigation panel.

4.  

   Click to highlight the custom form in the list and then do one of the following:
   

   • Click Actions > Install Custom Forms on the options bar.

   • Click Actions > Install Custom Forms on the menubar.

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