Bind Forms to a Client

You can assign documents, such as barcode forms, to a client using “Master data >form master data”.

Tab_Master data_Form master data

First, change by clicking on the blue “Client” button to the client mask.

You must then select the client to which you want to assign forms.

Client_Form_data

 

In the following list, you can store documents for each “template type” with the “Upload file” button.

Client_Form_Data_Upload

 

Select the appropriate file from your file system.

The newly uploaded documents are listed in the “Uploaded” column after the respective template type.

Client_Form_Data_Upload2

Please note that uploading a file may take some time. In the lower left corner of the browser window you can see the progress bar during the upload.

loading status