Enter data in a form

A form provides fields for you to enter, and retrieve data. You open a form from a file list or from a task. When a form is attached to a task, it appears either as an attached file or as fields within the task. When you enter data in a form, the data is saved as content, properties, or both. If data is saved as properties only, the form will have a file size of zero.

To enter data in a form:

  1. If the form opens automatically in a task, go to Step 3.

  2. Navigate to the form, select it, and then select File > Edit.

  3. Enter information as needed. For additional instructions, see Format text in a form.

  4. To clear your changes, click Reset.

  5. When you are done entering information, click either Save or Submit.

  6. If prompted to confirm, click Yes.