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 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.