06. How to Link Forms to Activities

1. Select the ‘Cases’ icon from the left-hand navigation panel.

2. Select the Case that you want to link a form to.

 

3.   Now, choose a specific Activity and click on the Case Worker that has been allocated to the Activity.

You will click on the specific person that you want to share the forms with.

 4.   Go to forms and link as many forms  as you want to the Case Worker.

 

5.   Click on the 'Save' button to save your changes.