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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.

Want to set Set up access to your Forms?

Access to each document type is defined by role. Tick the boxes of the roles that are able to use this document. 
You may also define specific users and/or companies in the Others field.

1. To give a user access, enter their user id.

2. To give everyone in a particular company access, enter the company code with a wildcard. For example ABC-*

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