• View forms in organized categories
• Show the forms that you have selected for each transaction
• Add and remove forms from a transaction
• Select a form library
• Open forms for editing

Forms are sorted into categories, which may be viewed on the left side of the window. The forms listed in each category have been determined by your association.

You can locate forms to add to your transaction in one of three ways. First, you can click on a category and scroll through the forms. Or, to view all the forms in a particular library, select the ”All Forms” category. If you know the name or number of a particular form, you can also click on the Search icon to locate a form.

When you find a form you want to add, highlight the name of the form by clicking on it and select Add Form at the bottom of the window. Repeat this process until all the forms you need have been added to the transaction. Or select multiple forms by holding down the Control Key and clicking on the desired forms. Then select Open to open the transaction.

Icons at the top of the Form Manager allow you several options for the lists of forms, including previewing, searching and printing the list.

The Form Manager will also allow you to quickly and easily remove forms from a transaction. In the Transaction category of the window, select the form you want to delete and click Remove Form. To remove multiple forms, hold down the control key while you select each form name and then click Remove Form.

To access the Form Manager when you have a Transaction open, click on the add/remove forms icon or Add / Remove Form… from the File Menu.