In the Default form that Newforma Creates, whether it is the TransmittalFormView or any of the Submittal or RFI forms, the field values that are associated with this repeating section include the Recipients name, Company, Company Address, Phone Number and Fax Number.  Some firms prefer to only have the Recipients name, company and address included.

To make these changes, Edit the Form using MS InfoPath in Design mode.  Select the Expression box that is embedded in the Repeating table and then select Change Binding.

Change this to either the Recipients Name of their Company name.  Copy this field, again by selecting, right click and select copy.  Past this on a new line right below the one you edited, this will place this information on a separate line right below.  Select this new field and Change the binding to reflect the information you want on the second line.  Continue adding additional fields and editing the bindings so you have the exact information you want listed for each recipient.

To complete this change you will next want to save the xsn file.  Then select the File tab, navigate down to the Publish option and select Export Source Files.  This step will rebuild the .xsl file for publication.  Save the xsl file in the same folder as the xsn file.

Your next step is to Publish the file to a Network location.  From the File menu again, select Publish and then select Network location.  Define the location as the same path that you have saved the xsn and xsl files.  This basically compiles the forms so they can be placed on your Newforma Project Center Server and your users will have access via Newforma to create the event type and the form generated will reflect your customization changes.

Once you have completed the published your customized form, copy all of the files from the directory you have been working from to the original directory on your Newforma Project Center Server.  If you are using the default style, this will be the installation directory on your Newforma server.  If you are using a custom style definition, you would copy these forms into the style location that you defined when you created the custom style.

Default Location: (the drive letter will reflect the installation directory on your Newforma Project Center Server)

C:\Newforma\Templates\Seventh Edition (this will reside on the installation drive on your NPCS)