5.3. Edit a form via the Documents tab

This access to the forms is available for Customer account managers and workspace administrators.

Forms that are completed in editing or synchronized while editing are stored in the Documents tab.

Figure 13. Forms stored in Documents

Forms stored in Documents

Opening a form for editing via the Documents tab is done via:

It is not recommended to edit forms in the xml editor (WXE). When you open a file, you will see the following message:

Forms with the bright orange padlock symbol are assigned to a user or locked in editing by a user.

In order to open these forms for editing, they must be unlocked (see Procedure 53, “To unlock a form”).