Form Builder Management
Purpose
- To explain the tools used to manage the Form Builder.
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Video
Instructions
1. Navigate to Invoicing > Form Builder List
2. Select Create Form or edit an existing form.
3. To add or edit a block, hover the mouse pointer in the left margin of the form.
4. The
icon adds a new block immediately below the existing one.
5. The double kabob 
is the "tune" control. Each block type has slightly different tools to "tune" your block as desired. Many of the same tools are utilized in different blocks in form builder.
Example 1: Tune controls for the Header block:
A Header Block with text will allow editing:
Example 2: Tune controls for the Heading block:
Example 3: Tune controls for the Tag block:
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