Customizing forms

Step 1: Open the form in the Customize window

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To open the form in the Customize window

If you havenít already read the Forms Overview, see Customizing forms and Opening a form in the Customize window for more information.

  1. Open the Forms Selection window for the form you want to customize. See Finding forms to learn how to do this.
  2. Make selections and entries so that you start the customization process using the version of the form you want.
  • Use the top of the window to select the correct type of form.
  • Be sure to select the correct Form in the bottom of the window.
  1. Click Customize.

Customizing forms - Step 1