There are some specific things that need to be configured related to Document Types before configuring a form template.
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A specific default file format is not required for Document Types that are associated with Unity Forms. The Unity Forms engine does not rely on any specific default file format to be configured at the Document Type level.
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All Keyword Types and Keyword Type Groups that will be needed on a form should be configured on the Document Type that will be used in conjunction with the form. AutoFill Keyword Sets used in Unity Forms also need to be configured and assigned to the appropriate Keyword Types in the Configuration module.
Note:If the Keyword Types assigned to a Document Type associated with Unity Forms are changed, the values on existing Unity Forms associated with Keyword Types that are no longer assigned to the Document Type will be saved as non-keyword data.
Note:If the Keyword Types assigned to a Document Type associated with Workflow Unity Forms are changed, the fields associated with Keyword Types no longer associated with the Document Type will no longer be tied to the Keyword Types. You may need to reconfigure your Workflow solution accordingly.
Note:If the Keyword Types assigned to a Document Type associated with Workflow Unity Forms are changed, the fields associated with Keyword Types need to be removed from the template and added again to sync with the changes made at the Keyword Type level.
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At the time of form template configuration in the Unity Forms Designer, a form template is associated with a Document Type.