If you have not completed the form tutorials, you can download a sample tutorial form with the preliminary steps complete by clicking here.

Note: This form is only available for download through the online version of this help guide.

1. To import a PerfectForms™ form (.PF), click the Import button under the Forms Dashboard tab. 2. Locate the .PF file on your PC. It will then be uploaded and added into your Private Forms folder. 3. You can upload forms that have been exported from another account or downloaded from the PerfectForms™ Web site. 4. If you have downloaded and imported the sample form from the above link, it will be necessary to re-map the roles of Finance and Executive to suitable Positions or Users in your PerfectForms™ system. If you plan to re-map positions, make sure that two suitable positions have been created for your account. Contact your system administrator for details. To re-map positions, complete the following steps: a. Open the form in design mode and click the Workflow area button to access the Workflow diagram. b. Click in the background of the diagram to select Workflow Properties. c. Select the Executive role and click Edit. d. Re-map to a Position or a User by selecting the appropriate radio button and clicking the Select button. e. Repeat the process for the Finance role. f. Save the form and exit.

Updated: 6/15/2011  Page url: http://www.perfectforms.com/Documentation/complete_tutorial/html/?wt_loading_the_workflow_tutorial_.htm
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