RB User Guide > Tools > Form Templates

Creating/updating forms & letters

Edit included RB forms. Import forms from other applications to use. Insert headers, footers, and tables. Add RB data fields. Format everything to match your needs and corporate culture. Any edits you make are saved system-wide in the form.

TIP: You don’t have to start from scratch to create forms

If you don’t want to change an existing form, copy it and make changes to the new form.

Modify an RB form and save it as a new form. Or create new forms from scratch. New forms are saved on the RB server and are available to all of your RB registered users.

1. Tools > Form Templates
2. In the left pane of the Form Templates window, select the form category or sub-category (Form Group) of an existing form you are going to update or for the new form you are going to create.
3. RB displays all existing forms in the category/form group selected in the Form Templates window’s results pane.

   • To create a new form from scratch

     Click New.

   • To create a new form from an existing form

     Click the form’s hyperlinked Form Name. In the View Form window or the Edit Form window, click More > Copy & New.

   • To update a form

     Click the form’s hyperlinked Form Name. In the View Form window, click Edit.

   TIP: Print out a copy before editing

   If you like to work out your ideas on paper, or just need a printed copy of a form template, click File > Print in the View Form window to access your browser’s print function in the form.

4. If you are creating a new form (either from scratch or from an existing form): In the New Form window/panel, enter a name for the form (required).
5. In the New Form/Edit Form window, click a tab to access tools to customize the form:

   • File

     To perform basic template functions, see Editing form templates: File options.

   • Home

     Default view. To customize the form’s formatting using the tools in this tab, see Editing form templates: Home options

   • Insert

     To add headers, footers, page numbers, images, graphics, pages, page breaks, tables, special symbols, hyperlinks, and text frames, see Editing form templates: Insert options.

   • Layout

     To set page options like margins, orientation, columns, backgrounds, and paragraph spacing, see Editing form templates: Layout options.

   • View

     To change your workspace view options, such as zoom in or show invisible characters, see Editing form templates: View options.

   • Data Fields

     To insert data fields, see Editing form templates: Data Fields options.

   • Table Tools

     In forms with tables only.

     If your form has a table in it, this tab appears. To set table options such as table properties, adding/deleting cells/columns/rows, frames and backgrounds, and paragraph alignment in table cells, see Editing form templates: Table Tools options.

   • Frame Tools

     In forms with graphics only.

     If your form has graphics in it, such as your company logo, this tab appears. To set options for how graphics appear in your form, see Editing form templates: Frame Tools options.

6. Click Save.

Reference

• Form Groups

Step-by-step instructions

• Editing form templates: File options
• Editing form templates: Home options
• Editing form templates: Insert options
• Editing form templates: Layout options
• Editing form templates: View options
• Editing form templates: Data Fields options
• Editing form templates: Table Tools options
• Editing form templates: Formulas options
• Editing form templates: Frame Tools options