How to Set Up Forms


The Forms Setup tab is located under System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Forms Setup. In the General page, you can set up the default page layout, PDF viewer options, and email template settings for all forms in simPRO.

To adjust settings for a specific form, simply click the form in the menu to the left. See Forms Setup to access setup information for each type of form in simPRO.