Digital Forms

Using the Digital Forms Import/Export Tool

You can use the Digital Forms Import/Export tool to export digital forms from the database, import digital forms from other locations, or convert Microsoft Word documents to digital forms.

To use the Digital Forms Import/Export tool:

  1. Select Letters > Digital Forms Maintenance > Import/Export Digital Forms. The Digital Forms Import/Export Tool window is displayed.

  2. Read the instructions in the Description section.

  3. Under Selection Criteria, select whether to export forms, import forms, or convert documents.

  4. Use the Export File Location field to locate files or documents.

  5. Click Retrieve Forms. The forms or documents are displayed in the list under Process Details.

  6. Use the drop-down list next to each item in the list to assign a category, or click to select more than one item to assign to a single category.

  7. You can also select a category and click Assign All Categories to assign all the items in the list to that category.

  1. Click Run to execute the import, export, or conversion process.