Customize Sample Forms

Formatta E-Forms Manager includes more than 40 sample forms that you can customize with Formatta Designer to jump start your e-forms library.  These forms are included with the installation of Formatta E-Forms Manager.  A list of sample forms available is in the section entitled, "Sample Forms Library."  

Changing Company Name & Address

Formatta Designer allows you to create and customize all of the objects which comprise an electronic form.  The sample forms included with Formatta E-Forms Manager can be quickly changed to suit your needs without much effort, but additional online help for Formatta Designer is available by pressing F1 when the application is active, or by going to Help/Content when in Formatta Designer.

For this example, you'll modify a sample form entitled "Leave Request Form," used by employees to request leave or an authorized absence.

1. Open the form using Formatta Designer.  This form will be located in Documents/My Forms/E-Forms Manager Sample Forms upon installation of Formatta Designer or E-Forms Manager.  The password for all sample Formatta forms is "formatta".  (You can later change this password by selecting Lock from the Form menu.)

2. Select and highlight "Company Name" (a text object) and enter your company's name.  

3. Enter your company's address by selecting the address text object.

4. Use the Forecolor icon to adjust the color of the objects, and use font and font size to further customize the text objects.  Designer allows you to test a form using the test/edit icon which shows how the form will look to end users.  

5. Save the custom form with a new name.

6. Upload the custom form to E-Forms Manager using the New Form screen.

Viewing a Customized Form in Filler

Once the form is published in E-Forms Manager, end users will view and fill out this form in Formatta Filler.