Tools module training videos

There are many handy tools in MR9’s Tools module but maybe the most important is Form Templates. It comes with a default set of forms which you can edit, copy to create additional forms, and delete ones you don’t need. You can also import forms and create your own from scratch.

IMPORTANT: If you have existing MR8 forms, watch the “Getting forms ready for MR9” video for information on how to upgrade your forms to MR9.

• How to use Form Templates in MR9  
  Topics covered in this video:

  1. Form Templates orientation
  2. Viewing, editing, and deleting templates
  3. Navigating the Form Editor
  4. Using Merge Data Fields
  5. Saving templates
  6. Additional actions
• Getting forms ready for MR9  
  Topics covered in this video:

  1. Opening Form Templates
  2. Opening/Editing forms
  3. Exporting/Importing fevised forms