There are two places where you can designate which forms are generated when a case is run through MorTrack.
First, you can choose which forms are generated by going to the Administration menu > Settings > Electronic Forms.
- To enable a form, toggle the switch next to it so it is orange.
- To preview a form, click on the Expand icon, then click on the small preview that appears to the right.
The email settings you choose in the Administration Settings will generally apply to all of your entities and cases. If you want some forms to only generate for a certain entity, you can enter different settings per entities like so:
- Go to Manage > Entities
- Click on the Edit button for an existing entity
- Click on the Forms tab
- Put a checkmark next to Entity-Specific Forms
- You can now use the Search field to search for forms, then click on them to add them. If Entity-Specific Forms is enabled, only these forms will be generated for this entity and cases associated with them.