Areas to Check for Updates on Replicated Forms

Areas to Check for Updates on Replicated Forms


1. Click "Admin"

2. Click "Online Forms"

3. Click "Forms"

4. Select Form

5. Click "Styles & Functionality" Tab

6. Click "Edit"

7. Update Auto Start & Auto End Dates (If Using)

8. Click "Portal" Tab

9. Update Verbiage (If Using & Verbiage Contains Year Specific Information

10. Click "A/R Action" Tab

11. Select Correct School Year

12. Select Correct Transaction Group for School Year
(Creating a New Transaction Group)

13. Click "Acceptance" Tab

14. Select Correct Acceptance Letter
(Creating a New Acceptance Letter)

15. Select Correct Transaction Group for At Acceptance (If Using)
(Creating a New Transaction Group)

16. Click "Header HTML" Tab

17. Preview Form Header for Viewing Form and for Printing Form
(Update if Necessary)

18. Click "Save"

19. Click "Thank You" Tab

20. Click "Edit Thank You"

21. Update Verbiage (If Using & Verbiage Contains Year Specific Information

22. Click "Save & Exit"




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