How do I select from a list of saved forms in CCH® IntelliForms®?


  1. Select the Client Forms tab.
  2. Select the client you want to display saved forms for.
  3. Do one of the following:
    • Open a single form.
      1. Select a saved form. Note that the selected form is shaded blue. Unselected forms are shaded white.
      2. Click Open.
    • Open multiple forms.
      1. 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.
      2. Click Clients > Open Marked Forms.
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