06. How to Link Forms to Activities

06. How to Link Forms to Activities

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

2. Select the case 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 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.