Step 1: Open the form in the Customize window
To open the form in the Customize window
If you haven't already read the Forms Overview, see Customizing forms and Opening a form in the Customize window for more information.
- Open the Forms Selection window for the form you want to customize. See Finding forms to learn how to do this.
- Make selections and entries so that you start the customization process using the version of the form you want.
- Use the top of the window to select the correct type of form.
- Be sure to select the correct Form in the bottom of the window.
- Click Customize.
Customizing forms - Step 1