How do I select from a list of saved forms in CCH® IntelliForms®?
- Select the Client Forms tab.
- Select the client you want to display saved forms for.
- Do one of the following:
- Open a single form.
- Select a saved form. Note that the selected form is shaded blue. Unselected forms are shaded white.
- Click Open.
- Open multiple forms.
- Select the check boxes in the Mark column for the forms you need. To open all saved forms for the client, click Mark All on the toolbar.
- Click Clients > Open Marked Forms.
- Open a single form.
Solution Id | 000054403/How-do-I--select-from-a-list-of-saved-forms-in-CCH-IntelliForms |
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