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GlobalForms is access from your web browser.

1. Access GlobalForms via...add info Open the Batch Manager and in the Batch Actions menu, click GlobalForms.
   Demo Man Spec Doc: A validation check is run on confirm that you are a Square 9 User and that a GlobalForms User exists. The GlobalForms menu item will only work if the documents have been imported from GlobalForms.
   
   • If the user is a Square 9 User and a GlobalForms User exists, the user will be automatically logged into and forwarded to the document within GlobalForms.
   • If the user is a Square 9 User but not a GlobalForms User, a modal appears prompting the user for a password to create their GlobalForms User.
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   • If the user is NOT a Square 9 User, they will be forwarded to the document within GlobalForms where they will be prompted for a GlobalForms username and password.
     
     
2. In the GlobalForms login screen that appears, enter your user name and password. When you log in, the GlobalForms home page will appear.
   Demo Man Spec Doc: Once the user enters the password, the GlobalForms User will be created and forwarded to the GlobalForms submission. The user will be able to read/write to the document, depending on the securities set within the Validate Node.

   (This depends on if GlobalForms resubmission is present in the Workflow. Once the document has been processed, it cannot be modified in GlobalForms. If not, when the user saves the changes in GlobalForms. If resubmission is not defined in the Workflow, users will not be able to modify the document through the GlobalCapture Batch Manager either.)

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