Configuring an E-Form is a 4-step process. To configure an E-Form:
- Create an HTML form with an external editor.
- From the Client module, import the HTML Form into the SYS HTML Forms Document Type.
- 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.
- Configure the form as an E-Form for the Document Type.
The following limitations apply when configuring E-Forms:
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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.
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If the HTML Form is a Unicode HTML Form, ensure that the form is imported with an HTML Unicode file type.
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If using a Cascading Style Sheet for E-Forms in the Web Client, the form creator is responsible for ensuring font accuracy.
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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.