Configuration Overview - E-Forms - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

E-Forms

Platform
OnBase
Product
E-Forms
Release
Foundation 22.1
License
Premier
Standard

Configuring an E-Form is a 4-step process. To configure an E-Form:

  1. Create an HTML form with an external editor.
  2. From the Client module, import the HTML Form into the SYS HTML Forms Document Type.
  3. Create a Document Type or use an existing Document Type that has a Default File Format of Electronic Form. Forms can also be configured as a Virtual Electronic Form.
  4. Configure the form as an E-Form for the Document Type.

The following limitations apply when configuring E-Forms:

  • To ensure proper encoding, map all Keyword Types associated with an E-Form's Document Type on the E-Form template. These mappings can be hidden keywords if you do not want all of the Keyword Types displayed on the E-Form.

  • If the HTML Form is a Unicode HTML Form, ensure that the form is imported with an HTML Unicode file type.

  • If using a Cascading Style Sheet for E-Forms in the Web Client, the form creator is responsible for ensuring font accuracy.

  • The Specific Currency Data Type should not be used on documents of type E-Form or Virtual E-Form. This data type is not supported on either of these document types.