Forms

Forms have many tools and features for creating the text and displaying information that's pulled from a Connect application on a printed form. You can set up a custom form, use a Caselle master form, or start with a Caselle master form and update it to make it your own. 

Getting started

What is a form?

How do I launch the Forms Editor?

How do I scan a paper form to use as a form layout?

How do I save the form as a PDF?

How do I resize a scanned form?

How do I delete a form layout?

Text

Can I use different font types together?

How do I change the font properties?

How do I draw a text box?

How do I insert text?

Images

How do I insert an image?

Importing and exporting

How do I export a report definition?

How do I import a report definition?

How do I export a report form?

How do I import a report form?

Objects

Can I align objects to a grid?

How do I draw a box?

How do I draw a line?

Printing

Can I print a sample form?

How do I change the form orientation?

How do I export a form?

How do I select a form layout when I print a report?

How do I set up the form printing options?

Variables

What is a variable?

Can I copy and paste variables?

How do I add a variable to a text flow?

How do I add a variable?

How do I adjust the space between variables?

How do I align variables?

How do I define a variable?

How do I delete a variable?

How do I edit a variable?

Where can I find a complete list of variables?

Workspace

What is the workspace?

How do I show/hide guidelines?

How do I turn tools on or 3/20/2019 16:33?

Resources

Forms Glossary

Frequently Asked Questions

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