Form Management

Form Management lets you create and manage PCAP forms. The system includes six default forms that cannot be deleted or edited, but you can duplicate them to create editable copies as needed.

Access Form Management

1. In the left navigation menu, click Form Management.
2. The page displays the default system forms available, plus any additional forms you have created.

Previewing & Editing Forms

• Preview: Click Preview to open a read‑only view of the form.
• Duplicate:
  • Duplicating a form creates a new version of an existing form.
  • Click Duplicate next to the desired form from the main Form Management list, or
  • While previewing a system form, click Duplicate (top right).
  • The copy opens in the Editor, ready for changes (see “Editing a Form” below).

Creating a New Form

1. Click Create Form (top right).
2. The Form Category defaults to PCAP.
3. Under Create from Existing Form, choose a template as your starting point.
4. Enter a name in the Form Title field.
5. The new form opens automatically in the Editor for customization.

Editing a Form

1. From the Form Management screen, click Edit next to the form you want to modify.
   • Newly created forms open in the Editor automatically.
2. Edit the Form Body using the rich‑text toolbar above the editor. You can also alter tables by eliminating unneeded rows if needed, or remove.
   • Tip: Enter @ to see a list of dynamic variable tags you can add to your document, if needed.
3. When finished, select the Preview tab (next to Editor) to review your changes.

When finished creating a new form or editing an existing one, click Create. The new form is now visible in the form list.

Created forms can be used during document creation. You can also assign forms to specific products, streamlining the document creation process by ensuring only that form is available when generating investor documents for that fund.