Sending Links to Forms for Creation - 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

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.