6.2. Create and assign a form

This feature allows you to create a form and assign it to yourself or another user.

  1. In the Documents tab, select a form model, and click on Actions → Create and assign a form.

  2. In the dialog box, select your own account or one of the users and confirm your choice:

    The created and assigned form appears in the document list. It is locked with the orange padlock and the name of the lock's user-owner:

    [Important]

    In order for operators to access the forms assigned to them, the customer account manager must assign the necessary tags to each operator (see Assign forms to operator).

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6. Assign a form 
 6.3. Assign a form via a workflow