Sharing a Form


Follow these instructions to share a form:


  1. On the menu bar, click Setup. The Setup menu appears below the ClinicSource menu.


  1. On the Setup menu bar, click Templates. The Templates screen appears.


  1. In the Templates screen, click on the Template Forms tab and select the Entity on the left for which you would like to share the form from.



  1. Select a current form from the Template Name Box.



  1. The form will come into view.


  1. Set the visibility option to Shared (visible to all) or not shared (only visible to the creator).



  1. Once the form is updated to your satisfaction, click on the Save icon in the header.  The form will be available for immediate use.


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