Forms Library

Table of Contents

Overview

Forms Library

Forms Library contains forms that are available for use on your site. These forms are commonly being used by some ShareVision clients. You can review the forms from the Form Library and then choose to add them to your site or not. Keywords have been added to the forms to help you locate forms that are of interest.

☑️ Requirements/Dependencies

• Login with Site Administrator permissions.

\uD83D\uDCD8 Instructions

1. Click on your name in the upper right hand corner of your ShareVision site.

2. On the menu that appears, select Site Administration.

3. The Site Administration Home page will be displayed. Select Forms under Site Content.
   

   

4. Click on View Forms Library.
   

   

5. The list of available forms will be displayed. Use “Search” to help locate forms of interest. Search works on words found in Form Name, Keywords and Description. Locate a form of interest.

6. Click the 3 dots to open the menu and then click Preview Form.
   

   

7. Review the form.
   Select Cancel - to return to the Forms Library.
   Select Add Form to Site - to add the form to your site with a name of your choosing.

8. If your site already has a form with the same name, "Copy" will be appended to the proposed name.
   Accept the Form Name as proposed or type in a different name.
   Click OK to process or Cancel to back out.
   

   

9. If Cancel was selected - you'll be back on the Forms Library page.
   If OK was selected the form has been added to your User Forms. It is now available to modify, test and add to portal.

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