How to edit an existing form

Watch the video

Watch this short video on how to customize or edit your forms by adding fields, text, and even a company logo.

Follow the steps to edit an existing form

If you prefer to follow step-by step guidance, use the steps below.

1. From the top menu, select Utilities, then Maintain Forms.
2. Select a form with the correct type. The type determines where the form will be available and the data available on the form.
    NOTE: if you print using a dot-matrix printer, select an E FX980 form.
3. Make your modifications or additions.
    CAUTION: Removing fields will cause the form to print incorrectly. Right-click the field and select Visible instead of deleting.
4. Select the Preview tab to view your changes.
5. On the File menu, click Save as, and enter a new form name.
6. Select OK.
7. The next time you print, select your new form as the default form.

Helpful tips and answers to frequently asked questions

• Editcustomforms.pdf
  
• Rightclick.pdf
  
• CreateCustomForm.pdf

Want to add boxes to your forms?

Watch the video below for instructions. Although the video is from a prior version, the steps to add boxes to your forms are the same.