Faxing E-Forms - E-Forms - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Standard - Premier - Standard

E-Forms
Platform
OnBase
Product
E-Forms
Release
Foundation 24.1
License
Premier
Standard
Note:

This option is retained for legacy purposes. As of OnBase version 3.9.0, faxing E-Forms is inherent to the module.

E-Forms can be faxed from the Client module. To fax, click File | Print and then select Fax Compatible . The form must be properly configured in order to use this option. A fax is sent at low resolution to reduce the amount of data that must be transferred. The default image provided to the fax machine does not translate well into low resolution.

The following procedure describes how to configure a low-resolution image that looks good when faxed :

  1. Print the E-Form to be configured for faxing with all the value fields blank.
  2. Scan the printed E-Form to create a low-resolution image (100 dpi). This file will be used as a template when the E-Form is faxed.
  3. In the Client module, import the file into the SYS Overlay Images Document Type.
  4. In the Configuration module, select Document | Document Types. The Document Types dialog box is displayed.
  5. Highlight the Document Type of the E-Form to be configured for faxing and select the Overlay button to open the Overlay Options dialog box.
  6. Select the current revision. In the Fax section, select the overlay image of the E-Form. Select the Save button to save the selection.
  7. Click the HTML Overlay button to open the Create HTML Tag dialog box.
  8. In the edit field, enter the name of a field to print. The name must exactly match the corresponding tag name in the E-Form HTML template. Select the Create button to save the tag and open the field configuration dialog box.
  9. The information entered in this dialog box is used to insert values into the correct position on the faxed E-Form. Depending on the type of field configured, select Text, Check Box, or Radio Button in the Field Type section.
  10. In the Font Size section, enter the size, in pixels, of the font to print with (50 pixels is a good starting size).
  11. Enter the position of the field in hundredths of an inch. The position is measured from the upper left corner of the E-Form. In the example, the value contained in an edit field will print with a height of 50 pixels. The edit field is located 5 inches from the left edge of the E-Form and is 1 inch wide. It is located 2 inches from the top edge of the E-Form and is ΒΌ inch high.
  12. Configure each field to print on the form. Test the configuration by printing the E-Form from the client module. Select Fax Compatible, but print to a regular printer rather than a fax machine. Adjust font size and positioning as needed in configuration.