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This documentation is effective as of Regent Release 6.5.0.0.

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  1. Submit a Customer Zone Support ticket requesting Smart Form Manager and Admin Tool Panel Tools be enabled on the backend by Regent

  2. Be on Regent Release 6.5.0.0 or a subsequent Release.

  3. Update Global Permissions → Tools Permissions → Smart Form Manager for applicable user role(s).

  4. Ensure all Active (able to be used) and Inactive (not in use) smart forms are visible.

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In the UI, the user will be presented with key data fields to be completed. Fields names indicated in red textare required. After the data on this screen is saved, other setup tabs for the smart form are presented and the form is available in either the Active Smart Forms or Inactive Smart Forms menu, depending on the Start Date and End Date values that were entered. Four tabs are used to setup the general information for the smart form:

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