NOTE: Forms saved in My Forms are linked to the master (original) form so that when you modify the master form, those changes also occur in all your saved forms linked to the master.My Forms stores those forms that you use repetitively or frequently. My Forms appears on the AddVantage Update menu only if you have saved a form. The forms display in order by action. For example, buy forms display first, followed by master account forms, followed by sell forms.
NOTE: Forms saved in My Forms are linked to the master (original) form so that when you modify the master form, those changes also occur in all your saved forms linked to the master.
To store a form in My Forms:
Select a form in Update on the Actions menu. Refer to Processing Forms for details.
Enter static information for the form on your screen. Refer to Processing Forms for details on using an AddVantage form.
Click Save at the bottom of the form.
Enter the name and description for the saved form.
Click OK.
When you refresh your Actions page, the form that you saved appears under My Forms.
My Forms appears as the first item under AddVantage Update if you have saved any forms. When you select the form, the information that you entered displays by default. You only have to fill in the information that is blank or that has changed.
To delete an entry in My Forms, click Update on the Actions, click Delete, click My Forms and select a form.