In order for this functionality to be available, your solution must be licensed for E-Forms.
Front Office Scanning can be configured to allow a user to create an E-Form instead of scanning a paper document or marking up an image template.
E-Forms are created in much the same way that documents created from image templates are created; however, markups cannot be added to an E-Form document. E-Forms, however, can have signatures applied to them via a Signature Merge; the E-Forms are first converted to images within the Front Office Scanning client, and then the signature is stamped on the image document. For more information, see Configuring a Signature Merge.
Once a user clicks the input button to create an E-Form, Keyword Values from the selected Data Set automatically populate form fields on the E-Form. Form fields populated by Keyword Values from the Data Set are disabled and their values cannot be modified by the user.
Although form fields not automatically filled by Keyword Values from the Data Set are enabled, and users can enter data into them from within the Front Office Scanning client, be aware that this data is not retained for the E-Form once it is uploaded to OnBase(i.e., the data will not be displayed in the form field when the document is viewed in OnBase and, if the form field is mapped to an OnBase Keyword Type, it is not retained as a Keyword Value).
It is considered a best practice to ensure that all Keyword Types associated with an E-Form's Document Type are mapped to Keyword Values contained in the Data Set.
There are two steps needed to create E-Forms in the Front Office Scanning client:
E-Forms have some limitations when used in conjunction with Front Office Scanning. For more information on these limitations, see E-Form Limitations.