Assign a Form Window

The assign a form window appears when you are assigning fillable forms to an event or to a What code.

  1.  If you want to select a fillable form from the Forms Library, click Abacus Forms. If you want to select a fillable form not added to the Forms Library, click Microsoft Word.

  2. If you selected Abacus Forms, the Forms Library appears. Double-click the form you want to assign to the What code. (You can also highlight the form you want to assign and press Enter or right-click the form you want to assign and click Select this form.)

    If you selected Microsoft Word, a window appears that lets you select the fillable form. Select the fillable form and click Open.