Inserting Fields on the Forms Designer

To insert text, a field, or a table on the Forms Designer:

  1. Click the appropriate button at the top of the form.

    2. Add text to the layout.

    Add a field from a database table to the layout, such as vendor ID and document amount.

    Add a generic field to the layout, such as system date and time.

    Add a table to the layout.

    Draw lines and boxes on the layout.

    Add a graphic to the layout.

    Insert MICR items on the layout, such as bank routing number.

  2. Draw a box on the layout.
  3. Click Properties to enter data, format a selection, change font and background color, or add a border. You can also right-click or double-click in the box to display the Properties form.
  4. After making your selections, click OK. These settings are saved with the layout.