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Home → Client Onboarding → Sales Rep → Running a Form (Data Entry View)

1.37. Running a Form (Data Entry View)

Once you access a form, you can run it (access it in the mobile version of the Data Entry View), which allows you to populate the form's fields and create a new document.

1. Access the form as described in Viewing Individual Form Details.
2. Tap Run.
   
   The form is opened in the mobile version of the Data Entry View.
   
3. Fill in the form's fields, as necessary.
4. If available, you can use fields represented by a paper clip icon to upload files to the form.
   
5. (optional) Tap the gear icon to create or update a template.
6. When the form is complete, tap Finish at the bottom of the form.
   

   Note: If the document is incomplete (if all required fields have not been populated), a message appears verifying that you want to exit and create a document.

   The newly created document appears, and additional options are displayed at the bottom of the app.

   Note: Forms created using Microsoft Word source documents cannot be displayed at this point in the process. However, the additional options, mentioned above, are still available.

7. Proceed to Viewing an Individual, Completed Document for more information on these additional options.