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SriGowri Aspari

SriGowri Aspari

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Item #Item NameDescription
1Form IDInternal ID number of the Smart Form that is currently selected
2DescriptionDescription for the Smart Form
3Override Save Button LabelDefine the label of the button the supplemental data page (eg. "verify", "submit", "approve" etc.)
4Enable PrintAllows the form to be downloaded by a user during the Onboarding Process
5Print Source (Enable Print : Enabled)

Current Form: it will print in the form that the file is originally in

PDF Template:

  • selecting this will spawn another field below it
    Image Removed
  • Clicking on the lookup will pull up all of the PDF Templates that are in your system
  • Clicking on the box with the arrow going out of it on the right side will:
    • pull up the 'Revise PDF Template' page if you leave it blank (the box between the lookup and this icon)
    • pull up the 'Define PDF Template Form' page for that particular PDF Template that you selected
  • For more information about PDF Template, click here
6Create/View Form FieldsCreate and view existing Form Fields
7Insert Form FieldsPlaces the Form Field on the page, binding the input value to the variable defined during the Form Field setup



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