Introduction - 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

The E-Forms module gives users the ability to complete and submit Hyper Text Markup Language (HTML)-based E-Forms into the OnBase document repository. When the form is submitted, OnBase automatically indexes the document by pulling Keyword Values from the E-Form's Keyword fields. Because documents are created in OnBase, E-Forms help reduce the paper usage associated with scanning and importing paper-based forms.

If used in conjunction with OnBase Workflow, submission of an E-Form can trigger a Workflow process. If an E-Form is initiated through a third party web site using the OnBase API, a similar process takes place.

E-Form templates are created outside of OnBase and imported into the Client module. This HTML template is assigned to the E-Form's Document Type and displays all the individual E-Form documents. If the system administrator has configured and imported the E-Form templates, new E-Form documents can be created through the Client module or the Workflow module. If the E-Form is incorporated into OnBase for the first time, an HTML E-Form template must be created.

Two file formats are used for E-Forms: Virtual Electronic Form and Electronic Form. Either the Virtual Electronic Form or Electronic Form file format must be assigned when creating the E-Form's Document Type.

An E-Form configured with file format Virtual Electronic Form stores only associated Keyword Values. The Keyword Values are stored in the database; nothing is stored in any Disk Group. All fields on an E-Form using file format Virtual Electronic Form must be a keyword; otherwise, the values entered into the field will be lost.

An E-Form using file format Electronic Form also saves Keyword Values to the database. However, a file containing all values of the E-Form is also saved to the Document Type's default Disk Group. When this E-Form is opened, the information in the file is used to fill any non-Keyword fields on the E-Form.