Properties Tab‎ > ‎Preservation‎ > ‎Forms‎ > ‎

Adding a Form

 
Note:  In order for your system to function properly with Broker Brain forms, your browser must be set up properly in Adobe Acrobat Reader. For more information, see Forms>Browser Setup.
 
 
 
To Add a Form to a Preservation
 
1. From Properties>Preservation, locate the preservation you wish to work with. Click the + adjacent to the name, as shown below, to expand the preservation's detail.
 
 
 
2. Click the Forms sub tab (shown circled below).
 
3. In the green bar, click the + next to Add New Form to reveal the following screen:
 
 
4. Click the Form Type drop-down to see the list of available forms. Select a form and click the green Add button.
 

Important:

  • If you do not see the appropriate forms in the Form Type list, you may need to change the Form Set assigned to the property's client. For information on assigning Form Sets, see Clients.
 
Your form will now appear in a colored bar, as shown below, along with any other forms that have been added. Note: If this is the first form that has been added, the form window will automatically expand to look like the screen shown in step #5, so you may move on to step #6.
 
 
 
Important:
  • For information on adding a Form Description, click here.
 
 
5. To work with the form, click the + next to the form's name. The following screen will appear:
 
 
 
6. To add information to the form, click the Edit button.
 
7. Complete the form. When finished, click the SAVE or COMPLETE button at the bottom of the form. This will save your form information and redirect you back into Broker Brain.
 
Important:
  • To email the form, click the Email button and complete the Email Forms screen. A record of the email will be kept in the Notes section of the form (below the Edit, Email, Download buttons) and in the preservation's Notes tab, with the Form shown as an attachment.
  • Click the Download button if you wish to save a copy of the form on your computer.
  • If you wish to remove the form, click the red Delete button and select YES in the confirmation dialog box.