Info sheets are used to provide information about Jobs and Uploads.
There are two types of Info Sheets: Upload Info Sheets and Job Info Sheets.
- Upload Info Sheets appear in the File Upload dialog and are used to provide specific information about the files being uploaded.
- Job Upload Sheets appear in the right information panel when a Job is selected in the Jobs list.
Info Sheets are configured under the PRINERGY Portal Resources tab under PRINERGY Access settings.
You can designate one Upload Info Sheet and one Job Info Sheet as the default info sheet for each type by right-clicking on the job in the Info Sheet Templates list and choosing Set as default... from the drop-down menu.
Creating Info Sheets
To created an Upload Info Sheet, select the Create for Upload drop-down menu and chose From Scratch or From Selected (when an existing Upload Info Sheet is selected from the list).
To created a Job Info Sheet, select the Create for Job drop-down menu and chose From Scratch or From Selected (when an existing Job Info Sheet is selected from the list).
Create Form Builder
Create Info Sheet Panel
Elements - contains drag-and-drop fields of different types for placement in the Workspace.
Template Workspace - the working area for laying out the form.
Properties - Specific settings for each field, which are relevant to the type of field chosen.
Creating Forms
You create forms by clicking on a field element icon in the Elements list to add it to the Template Workspace.
You can reposition the fields by clicking on them and dragging them up or down.
You can delete a field by selecting it and clicking on the red trash can 
on the right side of the field.
You then configure properties for the field using the Properties fields beside the Template Workspace.
Field Properties
| Property | Information |
|---|---|
| Name | Name of Info Sheet |
| Label | What the field will be named in the form |
| Columns | 1 / 2 / 3 How many columns the form will be divided into |
| Label Alignment | Top / Left / Right in relation to the field |
| Sub Label | Additional information that can appear under a field |
| Placeholder | "Hint" text that will appear in the background of the field to suggest what information should be entered |
| Suffix | An alpha-numeric string that can be added to the end of a Number field |
| Width | Auto (full form width) or Fixed length, specified in pixels |
| Height | Rows / Fixed How many rows high a Long Text field should be, or Fixed height, in pixels |
| Required | Yes / No Places a star* beside the field, and sets the field so that it must be filled out before a form can be saved |
| Availability | All / Staff User Only Determines whether a field can be filled out by Anyone, or only by Staff Users |
| Validation | None / Alphabetic / Numeric / Alpha Numeric / Email / Custom... |
| Wrap | Inline / Block |
| Options | Used to specify menu text for Dropdown, Single Choice (Radio Button) and Multiple Choice fields |
| Selected by Default | Which option will be the default setting for Single Choice or Multiple Choice fields |
| Spread to Columns | How many columns will be used for Single Choice or Multiple Choice fields |
| Divider Style | Solid / Dashed / Dotted styles for form Dividers |
| Divider Thickness | Thin / Medium / Thick thickness of form Dividers |
| Divider Space | Space Below and Above specified in pixels |