True" hi, I'm Duke Williams. - So, you've never created a form using Cap Data Cord before. I will show you how in this video. - Great choice to get Cap Data Cord, by the way. Brilliant decision. - Start by tapping on the file section in the top left-hand corner. - Then tap on the green plus sign that says "New Blank Forms". - You want to move the forms you're working with into the [unclear: on the right]. - Tap on the triangle next to the folder you think your form is in. - Highlight the form by tapping on it. - Then tap on the green add arrow to move the form to the selected form. - The wizard asks you to select your profile or the agency profile to pre-fill the form. - Since we have not yet added any customer profile, I just tap "next". - On a mobile device, only the HTML forms are available. - The HTML form has a nice calendar tool. - Scroll down the form to find the fields you need to fill in. - Tap in that field and type. It is really just that straightforward. - The submit form button to save the completed form is at the bottom of the form. - Tap on the submit form button. - Tap on the folder into which you want the form saved. - Type in the name you want to save the form as. - Tap on "save as". - You can now see your file saved in the big bucks space on the right. - And there it is! Congratulations on your first mobile form.
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Video instructions and help with filling out and completing Dd 1750
