Changing the Form Type
You can change the form type associated with a document.
- From the Batch Contents tree view, select the document.
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On the
Home tab, in the
Document group, click
Change Type.
The Select Form Type window appears.
- On the Select Form Type window, select a form type. Use the arrow buttons to page through the sample images.
- Click OK.
Each form type has a number associated with it. For example:
-
ABC Company Invoices (1)
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ABC Company Shippers (2)
To select a form type, enter the number. For example, enter 2 to select ABC Company Shippers.
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Double-click a form type to select it.
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Use your mouse to zoom and pan the form type displayed in the viewer. To zoom, hold down your right mouse button and drag the cursor around the area to zoom. To pan, hold down your left mouse button and drag the image to a position.