Usage - 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

E-Forms are forms that you complete and submit to the system electronically. E-Forms can be set up to support any business or organizational activity that requires the entry, editing, routing, and approval of information. Because the system maintains complete audit trails for E-Forms, they can be tracked from inception to disposition, and authenticated at every step of the process .

E-Forms are completely configurable, so your system can include whatever forms are desired to support your activities. Your system administrator determines who can use which forms, so the forms available to you may differ from those available to others.

To create a new form:

  1. Select the Main Menu button in the top-left corner of the Client.
  2. Select New Form from the Document section of the menu.
  3. The New Form panel is displayed, which lists theforms that are available to you.

    You can enter search terms in the field above the list to filter the available forms.

    Note:

    You can navigate down the list of available forms by pressing Tab on your keyboard until one of the forms is highlighted. Then use the arrow keys to navigate up and down the list. Press Enter on your keyboard to select a form.

  4. Select the E-Form that you want to complete and submit. The E-Form is displayed. You can enter the name of the form in the Find field and press Enter on your keyboard to limit the forms displayed for selection.
  5. Complete the form.

    The following limitations apply when working with Keywords on an E-Form:

    • If your E-Form is configured to use an AutoFill Keyword Set to automatically populate Keyword Values, only one instance of the AutoFill Keyword Set can be associated with the E-Form.

    • If the Document Type for the E-Form has Default Keyword Values configured for any Keyword Types, those values are filled automatically upon form creation.

    • If the E-form has been configured using encrypted keywords, depending on your user rights, you may not be able to save values for the encrypted keywords. For more information, contact your System Administrator.

    • When using a date/time formatted Keyword Type, the time will default to 12:00:00am.

  6. When you have finished filling out the form, submit the form.
    Note:

    Date formats follow the workstation's system locale.

    At this point, depending on how your system is set up, the form may be checked for completeness and validity before being transmitted. If a problem is encountered, you will be notified and given instructions for resolving it.

    When the form is successfully transmitted, a message is displayed stating E-Form for Document Type '<Document Type>' created successfully. and, depending on your configuration, you are prompted with Would you like to complete another form? Click OK to create another form. Click Cancel if you do not want to create another form.

    Note:

    When you create a new E-Form in a revisable Document Type, a new E-Form is created regardless of whether or not Keyword values of the new E-Form match the Keyword values of an existing E-Form.

  7. To complete another form of the same type, click Yes. Click No if you are finished completing E-Forms of this type.
    Tip:

    You can cut (Ctrl + x), copy (Ctrl + c), and paste (Ctrl + v) text to and from form fields.