Forms – Complete a Form from the Library

The Library tab in Forms lists all the forms you have permission to use.

  1. From the menu, under Onboard, select Forms.
  2. Click the Library tab.
  3. From the Library list, select the form you want to use.
  4. Enter the details:
    1. Select your name from the Filled By field.
    2. Make sure the date and time displayed in the When fields are correct.
  5. Complete each item in the form.
  6. (Optional) To print, click Print.
  7. (Optional) To add a note, click Notes.
  8. (Optional) To attach a file, click Attachments.
  9. Do one of the following:
    • To stop working on the form and return to it later, click Finish Later. When you're ready to continue working on it, select it from the In Progress list on the Library tab.
    • To discard the form, click Discard.
    • To finish the form, click Finish Now.