Once you have successfully Added a New Order Form and made the necessary configuration changes, it is time to assign that order form to a client(s) in the system. A new order form may be created and configured to be a customized form for a specific client.
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To recap, in order to use a custom order form for your company or a specific client, the following must be completed:
- Access the New Order Form Settings.
- Create and Configure a New Order Form.
- Assign the New Order Form to a Client (shown below).
- View the Order Form in the System (shown below).
If an order form has not been assigned to the client that has been logged into the system, then the order form will appear as shown below:
The following will show you how to assign the order form to a client and view the order form:
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The user options you created when Creating a and managing New Order FormForms will appear in the Type of Work option.
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