Overview

Prerequisites

Log on to Agilysys eForms

UI Elements

eForms Workflow

Supported Functionality

Search for Documents

Manage Documents Using Document Viewer

Annotate Documents

Print Documents

Save and Export Documents to Local Folder

Create eForms

Open eForms

Preview eForms

Modify eForms

Duplicate eForms

Copy eForm Links

Copy Public eForm Links

Revert Drafts

View Version History

Import eForm Template

Export/Import eForms

Delete eForms

Prerequisites

Access Workflows

Create Workflows

Modify Workflows

Initiate Workflows

Delete Workflows

View Workflow History

Administration

Integrations

Admin Settings

User Information

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