Use NPAForms within NPAWorks

This document will instruct the user on how to use NPAForms within NPAWorks. Forms allows the user to access blank forms for the purpose of either viewing or editing. Please note, editable forms must be created and saved with Adobe Acrobat Pro (5.0 or earlier) in order to use this feature. Also, there is a nominal fee associated with the use of this feature. Please contact your Support Account Manager if you would like to use NPAForms.

 

To access NPAForms within NPAWorks, the user will need to be within either a client, staff, or funding source record.

  1. With your NPAWorks main screen displayed click on either client, staff, or funding source from the left hand side. For this example we will be accessing NPAForms from a client record.

  1. With the client list displayed, select the clients name whose record you wish to edit.
    1. To enter the record, simply hit enter or double click on the client’s name.

  1. The record will be displayed.
    1. Click on the Notes & Issues tab.

  1. In the middle of the record, click on the NPAForms button.

  1. The NPAForms page will be displayed. Here the user can decide to upload a new form, fill out a blank form, or view/edit an existing form.

Let’s review uploading a pdf document first.

  1. In the upload area of the screen you can either select a pdf to upload by clicking in this field or by dragging and dropping.

  1. The File Upload window will appear and will give the user the opportunity to enter information about the form.
    1. Name – Please enter a name for the form.
    2. Type – Use the dropdown menu to select a form type.
    3. Description – A brief description on the form can be entered here.
    4. Save – Click on the save button to save the form.

Next, we will review filling out a blank form.

  1. Click on the “Fill Out Blank Form” button.

  1. A list of blank forms will be displayed that are available for that user.
    1. Search Field – The user can search for a document by typing into the search box.
    2. Filters – The user can choose a document type to narrow down the search from the dropdown menu

  1. To fill out a form,
    1. Simply select a form name from the list.
    2. Then click “Next” in the lower right corner.

  1. The blank form will be displayed.
    1. The user can click on each field to enter data.
    2. Click on the Preview to review what the completed form will look like. We will discuss this further in the next step.
    3. Click Next to proceed.

  1. Before we move on, let’s review the preview screen.
    1. Note, when using Internet Explorer, a preview will be downloaded to the browser. Please open the download in order to preview the form.
    2. Once the document has been previewed either:
      1. Click on the back arrow in the upper left corner to return to the form.
      2. Or click Next in the lower right corner to move forward

  1. The Save Form window will be displayed. This is where you will set a save location and add information about the form.
    1. Save To – Either save the form to the entity it was already associated with or Select Other to save the form to another entity. (This will be covered further in step 14.)
    2. Save As – Here enter the name of the form.
      1. Note, this is a required filed.
    3. Summary – The user can enter a brief summary of the form. This is an optional field.
    4. Description – Here a description of the form can be added. Again, this is optional.Expiration – If you would like to add an optional expiration date either,
    5. Expiration – If you would like to add an optional expiration date either,
      1. Enter a date in the field provided
      2. Or select a date from the mini calendar.
    6. Give Warning – Click on the selection box if you would like to add a warning. This selection is optional.

  1. Regarding step 13. a., the user can choose to save the form to another client, staff, or funding source. To do this;
    1. Click in the “Select Other” field.
    2. With the dropdown menu displayed, choose either Client, Staff, or Funding Source.

  1. Once selected a window will pop up appear.
    1. Here the user can search for the needed entity
    2. Or choose the entity from the list.
    3. Once selected, click the OK button in the lower right corner.

  1. Returning back to the Save Form screen,
    1. The name of the newly selected entity will now be displayed in the Save To area.
    2. Click on Save in the lower right corner to save the form.

  1. Next, the user will receive a confirmation page that states the form was saved. Please click on one of the following:
    1. Back to Template – This will take the user back to the list of blank forms.
    2. Close – This will close the page and return the user to their NPAWorks main screen.

Now Let’s review viewing or editing a previously filled out form.

  1. Starting on the NPAForms main screen. Click on View or Edit Form.

  1. Next, a list of forms associate with the selected entity will be displayed.

  1. The process from here follows the same steps mentioned earlier in this document. Please proceed from Step 9 through 17.

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