Sending Links to Forms for Creation - E-Forms - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - external - Standard - Premier - Standard - OnBase/E-Forms/Foundation-23.1/E-Forms/E-forms-Usage-Unity-Client/Creating-E-Forms/Sending-Links-to-Forms-for-Creation - 2023-09-11

E-Forms
Platform
OnBase
Product
E-Forms
Release
Foundation 23.1
License
Premier
Standard
ft:locale
en-US

If your system is configured to do so, links to forms can be sent via email from the Unity Client that will initiate form creation. To send a link to a form for creation:

  1. In the Home ribbon, within the Create ribbon group, click Forms.
  2. Do one of the following:
    • Right-click on the form in the Forms pane.
    • Click the menu button () in the Forms pane.
  3. Select Mail Recipient (as Link).
    An email message will open with a link to the form.
  4. Send the email to the proper recipient.