1.Click the plus icon (+) on Project Toolbar to open the 'Create New Document' window.
2. Select the form type you wish to create by either typing the name of the form in the search bar or by selecting it from the list of available types from the correspondence menu.
3. The new document window will display.
4.Type a heading for the document in the Title field
5. Choose the status of the document.
6. Address the document to the recipient by typing their name or user id and hitting enter.
Alternatively, click on the Action button to display your project address book.
N.
B: The project address book contains the names of all users with whom you can communicate with through iTWOcx.
7. Add relevant recipients for Info by repeating the steps above.
8. Attach any relevant files by clicking UPLOAD MANAGER to drag and drop, or BROWSE LIST to attach documents.
9. Where user fields appear on a document, select the appropriate option.
10. Type the content of your document in the Comment section.
11. Click submit to issue the form.
TIP: If you have created a form with a DRAFT status, you can issue it to those addressed by clicking ISSUE in the bottom right hand corner of the page.