Add a master form to a document type - Manage Documents - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

To add one or more forms to a document type, complete the following steps.

1. In Management Console, in the left pane, under Select Department, select a department from the list.
2. In the left pane, click Document Types.
3. In the right pane, select a document type and click Modify.
4. In the Document Type dialog box, on the Forms tab, click New.
5. In the New Form dialog box, in the Name and Description boxes, enter a name and optional description for the form you are adding to this document type.
6. Do one of the following actions.
   • To import a master form from your file system, in the Source list, select File > Browse, locate and select the file, and then click OK.
   • To scan a paper master form, make sure your scanner is turned on and connected, and then insert the form to be scanned. In the Source list, select Scanning Profiles, in the Profiles list, select the scanning profile, click Scan, and when the scan is complete, click OK.