How to locate an order form in the Control Center
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Summary: Order forms are grouped as public forms and private forms, with a number of different ways available to locate the form you need.
How to find a public document in the Control Center
By category:
- Choose "Order Forms" from your Control Center's main menu.
- Select "Product Categories", located in the sidebar under "Public Order Forms".
- Choose "Edit" to the right of the category name.
- Select the "Manage Forms" tab in the upper left of the category details.
- Choose "Edit" next to the order form you wish to change.
By name:
- Choose "Order Forms" from your Control Center's main menu.
- Select "Order Forms", located in the sidebar under "Public Order Forms".
- You are presented with an alphabetized list. Click the "Edit" button next to the document you'd like to update.
- To view another page of the list, click one of the page numbers at the top or bottom of the page.
How to find a private Reorder Form in the Control Center
- Choose "Order Forms" from your Control Center's main menu.
- Select "Reorder Forms Library", located in the sidebar.
- You are presented with a list of your private Reorder Forms, grouped by the company/branch/contact names they are assigned to. Click the "Edit" button next to the document you'd like to update.
- To view another page of the list, click one of the page numbers at the top or bottom of the page.
- You can also use the filter tools on the sidebar (People, Categories, Keywords) to filter the list.