To access the configuration for your Form types;:
1. Go to Configure.
2. Select Document Types.
3. A list of all available forms on your project will be displayed.
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| Note |
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Access to each document type is defined by role. |
4.
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Tick the boxes of the roles that are able to use this document.
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1. To give a user access, enter their user id.
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5. In the Others field you can add specific:
- users by entering their User ID.
- groups by entering the Group Name.
- whole company access by entering the Company Code plus the wildcard ( * ) For example ABC-*
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