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Interactive Forms (IntelliForms)

IntelliForms™

  • About IntelliForms!
  • Frequently Asked Questions
  • System Requirements
  • Download/install IntelliForms from within the Home page of IntelliConnect

Enhancements

May 10, 2010 - Ability to turn off automatic form updating and choose when to run updates.

Here’s how the new feature works:

  • IntelliForms is defaulted to update automatically to ensure that users have the latest program and forms. As a best practice, leave the “automatic update” preference item enabled.
  • Users can turn off automatic updating by deselecting the preference item on the new “Automatic Update” preferences tab.
  • With updating turned off, users are able to get form and program updates at any time by clicking the new #8220;Updates” toolbar button on either the Blank Forms Manager or the Client Forms Manager. (Both the Blank Forms Manager and the Client Forms Manager will display the last date and time an update occurred. )
    • If automatic updating is turned off and a user opens a form that has not already been downloaded, IntelliForms will connect to the web and download the requested form.
    • If a client is open when a user clicks the “Updates” toolbar button, that client will have to be closed following the update and reopened for any updates to apply to that client.

Materials

  • IntelliForms Quick Start Guide (44 pgs, pdf file)

Training

  • Instructor-led Training for IntelliForms (complimentary web-based, telephone training)
    • Course description
    • View the schedule and register for a session
  • Video Tutorial

Best Practices Documents on Selected IntelliForms Functionality

  • Using Duplicate Client
  • Using the Import-Export Function
  • Creating Multiple Client Form Sets for a Single Client
  • Using the Online Library
  • Checking the Forms Release Schedule
  • Rounding

Perform plus III/WK Forms

Note: You’ll want to keep perform plus III and/or WK Forms installed to access any prior saved forms.

  • Install ppIII
  • ppIII guide
  • WK Forms guide

Customer Support

CLICK:http://support.cch.com/productsupport/productSupport.aspx?path=/Topics/product_support/intelliforms

CHAT: http://support.cch.com/chat/techsupport

CALL: (800) 835-0105

Customer Support is available from 8 a.m. to 6 p.m. CT, Monday through Friday.

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