Forms Options
After accessing a form or document, the form is opened in a Word window in Odyssey. Several options are available for forms.
Navigation Menu Options
| Option | Description |
|---|---|
| Forms Tokens | This section lists all token categories available for the selected form. |
| Insert Signature | This section lets you insert signatures or initials into the form. |
| Token Parameters | Click this option to add parameters to the tokens added to a form. |
| Token Help | Click this option to view Token Help. Token Help contains information for each token available for the form. |
| IF Statement | This option lets your set If statements for selected tokens. |
Word Options
When a form is opened, the Microsoft Word document setup is displayed. Navigate and manage the document as you would in a
Word document.
Page Options
| Option | Description |
|---|---|
| Load | Click Load to search for an open a form template. |
| Save | Click Save to save the form. |
| Next | Click this button to view the next instance of the merged form. |
| Last | Click this button to view the last instance of the merged form. |
| Attach |
Click this button to attach the form to the Documents tab of the case.
 Note: The ability to attached merged forms to the Documents tab is a licensed feature. Your office must purchase a license key to access the functionality described below. Contact your
system administrator for more information. |
| Print All |
Click this button to print all forms with any changes made. Note: If multiple merged forms are displayed, the Print All button is disabled until only the last document window is displayed. |
| Exit | Click Exit to exit the form without saving the changes made. |