In order to create E-Forms from the Front Office Scanning client, your solution must be licensed for E-Forms.
If your OnBase solution is properly licensed and configured for E-Forms, you can create E-Form documents from within the Front Office Scanning client using Keyword Values from the selected Data Set to automatically populate form fields on the E-Form.
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; they are first converted to images documents within the Front Office Scanning client, and then the signature is stamped on the image document.
Like creating documents from an image template, in order to create E-Forms, your Front Office Scanning client must be configured to use multiple input buttons instead of a single Scan button; these input buttons are displayed in the Store images as: section of the Scan/Create Document window, next to the Document Type buttons.
The buttons in the Store images as: section are configured by your administrator; the buttons in your solution may be named or may be displayed differently.
Once you click the input button associated with the E-Form, the E-Form is displayed in the Working window. Form fields on the E-Form are automatically populated with corresponding Keyword Values from the selected Data Set.
By default, the input button is named Template Form, although it is likely that your administrator has configured a different name for the button. Typically, the input button for an E-Form is displayed next to the Document Type button of the Document Type the E-Form will be assigned to.
To create an E-Form:
Typically, once an E-Form has been assigned to a Document Type for the selected Data Set, the Document Type button is no longer enabled. Depending on your configuration, however, after a new E-Form is created, the Document Type button may be re-enabled, allowing you to assign multiple E-Forms to the same Document Type. The number of E-Forms assigned to the Document Type for the selected Data Set is displayed in parentheses on the Document Type button.