View a Document Attached to a Form

You can view or save a document that has been attached to a form.

  1. Click on Forms in the header.
  2. Click the Documents button in the row for the form with the document you want to view.
    Note: If there are no documents attached to the form, the Documents button appears lighter in color. If there are documents attached to the form, the Documents button appears darker in color.
    The Form Details window appears.
  3. Click on the name of the document you want to view.
  4. Use the internet browser options to open or save the file.
  5. Click the Close button in the upper right corner to close the Form Details window.