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  2. Assurance
  3. Registers and Forms

Registers and Forms

Learn how to interact with the forms you have been assigned and how you can filter and search the registers.

  • What is the Registers and Forms feature?
  • Configure Columns
  • Using Filters to Search
  • How do I create a new form?
  • Copy Forms on a Register
  • Linking Registers and Forms
  • Drafting feature
  • How to use Term to calculate End Dates
  • How do I use the Email to Assurance feature to email documents, images and videos to a Form on a Register?
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