To use an HTML E-Form template in OnBase, it must be imported through one of the Client modules (i.e. the OnBase Client, the Unity Client, or the Web Client). The HTML form is stored into the system SYS HTML Forms Document Type. The form will not change once it has been imported.
For more information on importing a document into OnBase, see the Client module reference guides.
The following considerations are required when importing an HTML form into OnBase:
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The HTML form must be imported into the System Documents Document Type Group as a SYS HTML Forms Document Type.
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In the Keywords section, type a description of the HTML form into the Description text box. It is considered best practice to include the name of the Document Type that will use the form.
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Once an HTML form has been imported into the system, it can be applied to a Document Type in the OnBase Configuration module.