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18.6. iPad forms

 Overview

The Forms tab is your access point to run an eForm, open and edit previously created documents, or search for documents on your iPad or the LincDoc server. 

The forms screen is the heart of LincDoc mobile.  From here you can manage and run your forms, search for information, and view, edit, sync, and delete saved documents. 

 All Forms

All Forms lists the form definitions that are available on your iPad.   

Folders

You may organize your forms into folders.   For installations that include pages of forms, folders allow you to easily locate the forms you need.

Creating a folder

  1. Tap the Forms icon to open the Forms panel.
  2. Tap on the New Folder button on the top right.
  3. Enter the Folder's Name and Description.
  4. Tap the Save button.
  5. The folder will now appear in the list.

Forms are moved into folders by tapping on the Form and holding your selection until it turns grey.  Then, drag your selection into your folder or move it to a new place in the list.  To move the form out of the folder, tap on the form name and quickly swipe left.

Editing a folder

  1. Tap the Forms icon to open the Forms panel.
  2. On the Folder entry, swipe right.
  3. Tap on the Edit button that appears.
  4. Edit the Folder Name and Description fields.
  5. Tap the Save button to update the folder.

 

 Deleting a folder

  1. Tap the Forms icon to open the Forms panel.
  2. On the Folder entry, swipe right.
  3. Tap on the Edit button that appears.
  4. Tap on the Delete Folder button.
  5. The folder's contents will be moved to the parent folder.

 Search 

This is where you can search for forms and saved documents. 

  1. Tap the Forms icon to open the Forms panel.
  2. Tap the Search icon on the bottom of the Forms panel.
  3. Select a search scope:
    1. All - Searches both form names and saved documents.
    2. Forms - Searches form names only.
    3. Saved - Searches in all fields of saved documents.
  4. As you enter your search phrase in the search field, documents or forms (depending on your scope selection) that contain your search phrase will be listed in the results pane.

 Top Forms

A list of all of your forms, with the ones you use most often at the top.

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