This video page goes over the Forms item in Etrieve inbox - how to view forms available to you.

Video Guide

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Support Article

Forms Item Overview

• Forms item is where you will find all forms available to you.

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• When you click on Forms, you will find a list of all forms available to you in the middle panel. The type of forms available to you depends on your role at Seattle University. For example: students will have different forms than faculty or staff members.

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• The forms will be categorized based on the department responsible for processing them as shown:

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• When you click on a form (“Special Request Form” in this example), that form will open on the right panel as shown:

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• From here, you will able to start filling out the form. Some information will be automatically filled out, such as your name, ID#, date in which the form was initiated, and Seattle U email as shown in the above example.

• If you make any changes to the form, such as putting your phone number or simply checking a box as shown in the example below, the form will be initiated, and this instance/copy of this form will be moved to the Drafts item (check out Draft support article/video for more info).

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Action Bar in Forms

There are few things you can do with a form in the Forms item from the action bar at the bottom:

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1. You can download or print the form at any point for your own record.

2. You can attach files/documents if needed.

3. You can submit your form when you are done filling it out. Please note that once the form is submitted (with no errors), it will move from the Drafts folder to the Activity folder (check out Activity Item support article/video for more info)

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