CRD Welcome Package

Corporate Relations Department

Procedures Manual

Previewing a form

1. Click on the dropdown Forms 2. Highlight and click on Forms from the dropdown (see image above) 3. From the list of forms, click on Preview next to the corresponding record you would like to preview 4. On the preview page, you can view the form in the front end of thewebsite

Editing a form

1. Click on the dropdown Forms 2. Highlight and click on Forms from the dropdown (see image above) 3. From the list of forms, click on Edit next to the correspondingrecord you would like to edit 4. On the edit page, edit the necessary fields 5. If you are satisfied with your edits, scroll to absolute bottom of page and click Submit

Deleting a form

1. Click on the dropdown Forms 2. Highlight and click on Forms from the dropdown (see image above) 3. From the list of forms, click on Delete next to the corresponding record you would like to delete 4. Confirm that you want to delete form

LINKING TO A FORM

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