There are specific items that need to be configured related to Document Types before configuring a form template.
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A specific default file format is not required for Document Types that are associated with Agenda. The Agenda engine does not rely on any specific default file format to be configured at the Document Type level.
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All Keyword Types and Keyword Type Groups that will be needed on a form should be configured on the Document Type that will be used in conjunction with the form. AutoFill Keyword Sets used in Agenda also need to be configured and assigned to the appropriate Keyword Types in the Configuration module.
Note:If the Keyword Types assigned to a Document Type associated with Agenda are changed, the values on existing Agenda associated with Keyword Types that are no longer assigned to the Document Type will be saved as non-keyword data.
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At the time of form template configuration in the Forms Designer, a form template is associated with a Document Type.
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A specific Document Type must be created for the commenting option in Agenda Online. The User Group assigned to this Document Type must contain the user that is associated with Agenda Online in the web.config file. See Create an Agenda User in OnBase Config and Configuring User Groups to Allow Public Comments in Agenda Online for more information.