The document list user field (also known as related user field) allows you to create a new, link existing or download forms within a list table row.
Create New Document
1. Click on the 3 horizontal lines in the document list user field.
2. Click on Create New and select the form type you want to create from the listed.
To add forms to the Create New list, refer to Custom Split for Forms
Link Existing
1. Click on the 3 horizontal lines in the document list user field.
2. Click on Link Existing.
3. Select from the list by hovering over the form and clicking on the Plus sign. The forms highlighted green will be added to the document list user field. Click on the Red X if you do not want the form to be added.
4. The forms will be added to the document list user field. To remove a form from
5. Use the keyword search box to search and add forms to the row or click on the 3 horizontal lines (in red square) to open up the global search tool.
For more about the Global Search Tool Click Here.
Download
Once forms have been added to the document list user field you can select the download tab to select forms you wish to download.
1. Check the check box for the forms you wish to download.
2. Select the download button.
3. Forms will be downloaded to your computer.
