The Forms menu

The Forms menu gives users the ability to fill out forms without having to access the Forms Portal. Forms are filled out directly in FileBound.

In order for a form to be available from the Forms menu, Add to Forms Menu must be selected in the form settings.

1. On the Navigation menu, click Forms.
2. Select a project from the Category drop-down list.
3. Select a form from the Form drop-down list.
4. Fill out form information as needed.