Web Forms administrators can add custom online forms to be used by all users in your company. This tool allows you to create forms without any programming or HTML skills. You can either create a form using Web Forms, or you can import an existing form into Web Forms.

Once forms are created, they can be filled out by any user, and routed to the appropriate users for approval.

New forms can be added only by users who have Web Forms Manager privileges. These privileges are set up by the system administrator. See Set Up Web Forms Managers for a step-by-step guide on how to give users Web Forms Manager rights.

You can also export the Web Form data.

1. From the Home Page, click Web Forms on the Share360 menu.

   The Web Forms window appears.

2. Click Manager Options or My Options.

   Note: You can access My Options from any page; just use the left navigation in My Options to find the specific Home Page or application options.

   The Web Forms Manager Options Menu window appears.

3. Click Add, Edit, and Delete Forms.

   The Add, Edit, and Delete Forms window appears.

4. Click Import/Export Form Data.

   The Import/Export Form Data window appears.

5. Choose an option to import or export:

   To import form data from a CSV file: In the Import Form Data from CSV File field, click Browse, enter a file name, and then click Import.

   Be sure your CSV file contains data as specified in the Item Order in CSV File document. Read this carefully to successfully upload your form information.

   To export form data to a CSV file: In the Export Form Data to CSV File field, from the Form Name drop-down menu, select a form, and then click Export.