Overview - OnBase/E-Forms/Foundation-23.1/E-Forms/Overview - 2023-09-11

E-Forms

Platform: OnBase
Product: E-Forms
Release: Foundation 23.1
License: Premier; Standard

Documentation Notice
Overview
Introduction
Applications
Licensing
Simplified Licensing
Legacy Licensing
Installation
Requirements
General Requirements
Hyland Software - Microsoft Windows Updates
Windows 10 Updates
Third-Party Software Requirements
FormPop and PDFPop Browser Requirements
Licensing
Pre-Installation
Registration
Installation
Command Line Switches
Backup/Recovery
Backup
Configuration
Registry Settings
External Files
Recovery
Configuration
External Files
Module related .INI Options
Backwards Compatibility Options
Troubleshooting
Common Questions
Upgrade Considerations
E-Forms Upgrade Considerations
Contacting Support
Configuration
Configuration Overview
Creating an HTML Form with an External Editor
Limitations in HTML Editors
Using Form Tags with E-Forms
Mapping Form Fields to Keyword Types
Limitations When Mapping Form Fields to Keyword Types
Keyword Type Number
Keyword Type Name
Using Multi-Instance Keyword Type Groups
Using AutoFill Keyword Set Buttons with Multi-Instance Keyword Type Groups
Using Auto-Incrementing Keywords
Using Keyword Data Set Values
Using Default Values for Keyword Types
Using Operators for Custom Queries
Using Dynamic Keywords in E-Forms
Mapping Form Fields to System Properties and Document Properties
System Properties
Document Properties
User Properties
Buttons
Form Fields
Configuring Default Values on the E-Form
Working with Embedded Images
Displaying Images on HTML Documents
Displaying Images Stored in the Database on HTML Documents
Additional Parameters
Configuring HTML Forms for System Portability
Configuring an E-Form for Signature Pad Interface (TWAIN)
Configuring an HTML Custom Query for Use with Full-Text Search
Importing The HTML E-Form Template into OnBase
Creating a Document Type
Forms Containing Scripts
Configuring Document Type Revisions
XML Style Sheet Configuration
E-Forms and Revision Considerations
Disabling Specific E-Forms
Document Type XML Configuration
Associating XML Style Sheets at the Document Type Level
Associating XML Style Sheets by Keyword Value
Editing an XML Style Sheet Associated by Keyword Type
Renaming an XML Style Sheet
Using Hidden Fields on Forms
Virtual E-Forms
Configuring HTML Forms for Custom Queries
Configuring Auto Number Keyword Types
Configuring an Auto Number Keyword Type
User Groups & Rights
Privileges
Document Types
Product Rights
Encoding
Text Encoding for HTML Files
HTML File Types
HTML5 Support
System Interaction
Digital Signatures
Signing E-Forms
Document Knowledge Transfer
Image Document Composition
Office Business Application and Integration for Microsoft Outlook
WorkView
E-Forms Best Practices
E-Forms Best Practices Overview
General
Keywords
Scripting
Workflow Interaction
Offline E-Form Design
Offline E-Form Design Considerations
LoginFormProc
Configuring the ASP.NET Version of LoginFormProc
Configuration
LoginFormProc Settings
Encrypting LoginFormProc Web.config Settings
Features
Submitting a new form to the database
Opening a read-only copy of the submitted form
Redirecting the user to the custom form
Setting the Language Parameter
Licensing
FormPop
FormPop Overview
FormPop and PDFPop Browser Requirements
Usage
Retrieving Forms Using FormPop
Editing Existing Forms Using FormPop
Configuration
FormPop Vars
Embedding FormPop Results in a Web Page
Enterprise Integration Server E-Form Design
Enterprise Integration Server E-Form Design Overview
Non-Keyword Fields
Example
Special Characters
Keyword Fields
AutoFill Keyword Sets
Unsupported E-Form Features
E-forms Usage - Client Module
Usage
Log Into the Client
Register the Workstation
Creating E-Forms in the Client
Printing E-Forms
Creating and Deleting Notes on E-Forms
Retrieving and Re-Indexing E-Forms
Shortcut Keys in E-Forms
Faxing E-Forms
Using E-Forms in an Institutional Database
E-forms Usage - Web Client
Usage
Printing E-Forms
E-forms Usage - Unity Client
Creating E-Forms
Limitations When Creating E-Forms
Sending Links to Forms for Creation
Electronic Form Ribbon

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