Sending Links to Forms for Creation - Unity Forms - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - Standard - external - Standard - Premier

Unity Forms

Platform
OnBase
Product
Unity Forms
Release
Foundation 24.1
License
Standard
Premier

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.