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Select the default version of a form

Modified: 7 Jun 2026 Viewpoint Estimating Administration Help
You must indicate the default version of each form, which becomes the first choice when you generate the form. If needed, you can select a different version at that time.
Note: For payroll checks, payroll advices, vendor checks, and supplemental stub formats, the default form is set on the Bank Account screen.
  1. Open the Modify Forms screen.
  2. In the nested row for the version of the form you want to use as the default version, select the Default checkbox.
Submit
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