Show All

Fill out an on-screen form

1. On the File menu, click New, and then click General Templates.
2. In the Templates dialog box, click the tab that contains the template for the form, and then double-click the template.

   If the template for your form is not displayed on one of the tabs, make sure the template is stored in your Templates folder or one of its subfolders, or ask your system administrator how to find and use the form.

3. Enter the requested information, and follow any other instructions in the form.
4. Click Save .
5. In the Save in box, open the folder where you want to store your copy of the form.

   If the form is used by others in your group and you want to save your copy of the form in a shared network location, ask your system administrator where you should save your copy of the form and whether you should follow any file naming conventions.

6. In the File name box, type a name for the form, and then click Save.

   If the form has been designed to copy your entered data to a database, a message is displayed asking whether you want to add your data as a new database record. To add your data, click Yes.