1

Elements are listed here—under Basic or Advanced sections. Drag them to the right to add to the eForm.

Tip: Quick Start Library contains pre-configured element sets to jump start building an eForm.

2

Your "canvas" where elements are dropped, arranged, and edited

3

eForm header

4

Close: Closes the eForm Builder. Before closing, you are prompted to save.

Save: Saves your work. If any fields are not fully configured, you must deal with them before you can save your eForm.

Preview: Saves your eForm and opens a preview in a new browser window. These options are available in preview mode:

• Print: Shows how the eForm will look when printed. (It is rendered in another browser window.) Requires you to fill in required fields. Otherwise, an error message appears.
• Save: Saves data you entered in the eForm while in preview mode. Data is not saved to the actual eForm and is removed when you return to the eForm editor.
• Delete: Deletes any data you saved in preview mode. When you preview the eForm again, the default blank eForm is shown.

5

This is the eForm display name, which you can change. Display name shows in eForm lists, task instructions, and eForm Report.

6

Click the gear icon to set/edit element properties