Form Management
Form Management
The investment forms in Weisr Capex Management are designed to capture all relevant information about an investment proposal, including its name, background, investment category, project managers, and other pertinent details. Depending on the company and project type, these forms may include just a few or hundreds of properties. While the form layouts are highly customizable, some limitations exist on the extent of changes. Nonetheless, you can choose from various components to create a form that meets your organization’s needs.
In this section
Creating and Designing Forms
Creating and Designing Forms Creating a Form Steps to Create a Form: Click the Create form button in the upper right corner of the “Forms” tab. Enter the form's name in the textbox within the Form Des
Form Sets
Form Sets Overview Form sets provide a streamlined way to collect and organize investment forms, tailored to the distinct phases of your investment cycle and types. This section guides you through cre