Modify Electronic Forms


Concept

In this topic, you will learn how to modify electronic forms.


Steps:

  1. Click the Electronic Forms Maintenance menu item to begin the process of modifying electronic forms.

    Step 1
  2. Enter the form title information into the Title field.

     

    For this example, enter a valid value e.g. "Disclosure".

    Step 2
  3. Click the Search button to search the system for the forms with the title you entered.

    Step 3
  4. Click the Select button to mark the Disclosure of Lobbying Activities form.

    Step 4
  5. Click the Modify button to begin modifying the form.

    Step 5
  6. Click the Vertical scrollbar to scroll down through the information on the Form tab.

    Step 6
  7. Click the Add button to display the list of CFDAs and Subprograms which are available to add.

    Step 7
  8. Note:  You may add selected CFDAs and Subprograms or you may add them all.  For this example, all the CFDAs and Subprograms will be added.

    Step 8
  9. Click the Add All >> button to add all the CFDAs and Subprograms.

    Step 9
  10. Click the Continue > button to return to the Forms tab.

    Step 10
  11. Click the Vertical scrollbar to scroll down.

    Step 11
  12. Note that all the CFDAs and Subprograms are now added or associated to the form.

    Step 12
  13. Click the Vertical scrollbar to scroll down to the bottom of the page.

    Step 13
  14. Click the Continue > button to move to the Instructions tab.

    Step 14
  15. Enter the instruction document's title into the Title field.

     

    For this example, enter a valid value e.g. "Lobbying Rules".

    Step 15
  16. Click the Browse… button to search for the document you want to upload in your directories.

    Step 16
  17. Select the Lobbying Rules list item.

    Step 17
  18. Click the Open button to display the document in the Document field.

    Step 18
  19. Click the Upload button to upload the instructions document to G5.

    Step 19
  20. Click the Vertical scrollbar to scroll down to the bottom of the screen.

    Step 20
  21. The document you uploaded is now available for viewing and printing.

    Step 21
  22. Click the Continue > button to move to the Template tab.

    Step 22
  23. Click the Continue > button to move to the Summary tab.

    Step 23
  24. Click the Vertical scrollbar to scroll down and view the summary information.

    Step 24
  25. Click the Submit button to submit and save the modifications.

    Step 25
  26. The system displays a message indicating that the form was successfully updated.

     

    Click the Vertical scrollbar to scroll down.

    Step 26
  27. Note:  If you would like to modify additional electronic forms, you may click Done and return to the search screen to repeat the process.

    Step 27
  28. Click the Go To Home button to return to the My Home Page screen.

    Step 28

Congratulations!

 

You have successfully modified electronic forms.