How to save a form after you fill it out

Note: these instructions are for a PC; if you have a Mac, feel free to email Julie for help. If you have other questions or the instructions are not working for you, please ask Sheri.

Every time you want to save a form, it has to be done through the “Save As” icon.

1. Open the blank fillable form you need.
2. Click “Save As” (disk with pencil – upper right hand side).
3. When the screen pops up, save it to your desktop so it is readily available.
4. Title the form so you know what it is: Ferguson case closure/March mileage/etc.
5. Click “Save”

Now open the form you just saved to your desktop

1. Fill in your information
2. Click “Save As”
3. When the screen pops up, save it to your desktop so it is readily available.
4. Title the form so you know what it is: Ferguson case closure complete/March mileage complete/etc.
5. Click “Save”

To edit a completed form

1. Open the completed form from your desktop
2. Make your changes
3. Click “Save As” (yes, you have to do this again)
4. When the screen pops up, save it to your desktop so it is readily available.
5. Title it the same as you originally did (it may already be filled in for you)
6. Click “Save”
7.  Screen will pop up informing you that document already exist with that name. When it asks you if you want to replace it, click “yes.”

To attach the form to an email

1. Write your email, directing the form to the appropriate people (see the hub)
2. Click on the paperclip
3. Click on the document or documents you want to attach
4. Send the email
5. Then move your pdf from your desktop to G: Advocacy Case Files