eServices > Using the eForms Module

Setting Up eForms Templates

A key part of setting up an eForms template is selecting the triggering options, which determine who receives the eForm, when they receive it, and under what conditions.

To set up an eForms template:

Select System > Modules > eForms > Create/Edit eForms Templates. The eForms Templates window is displayed.

For additional information, see the eForms online help.