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Table of Contents

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FieldBehavior
Form Title
  • Name or title that describes the Form
Lookup Description
  • To find the Smart Form easily, name it accordingly
Participation Pool
  • The roletype that will see the Smart Form

Required/Optional
  • Required: the user needs to complete the form before continuing
  • Optional: the user has the option to complete the form
Override Save Button Label
  • The label on the button that the user must click in order to save or continue
  • The default label is 'Savee-sign,' so if you leave this field blank, it will say 'Savee-sign'
  • Examples of replacement labels:
    • E-Sign
    • Acknowledge
    • AgreeAcknowledge
    • Agree

Enable I AgreeImage Added

 

 

 

  • When selected the user acknowledges the information provided on the form

 

Acknowledge Text

Image Added

  • This field is displayed when the user selects the 'Enable I Agree' check box

Enable Print
  • Yes: the page will contain an icon that will allow the user to print the form
  • No: the user will not be able to print the form
Print Source
  • This field only shows up if you click on 'Yes' for Enable Print
  • Current Form: it will print in the form that the file is originally in
  • PDF Template:
    • selecting this will spawn another field below it
    • Clicking on the lookup will pull up all of the PDF Templates that are in your system
    • Clicking on the icon 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 Templates, click here

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FieldBehavior

Maximize

Source

  • Makes the whole page into the text editor
  • Turns everything into html, allowing you to edit or expand the form's text and formatting possibilities

Cut, Copy, Paste,
Paste from Word

  • Respectively, left to right:
    • Cuts
    • Copies
    • Pastes
    • Pastes from Word

Undo, Redo

  • Respectively, left to right:
    • Undo the action last taken
    • Redo the last Undo's action

Insert Horizontal Line

 

 

Link, Unlink

 

 

 

Insert Special Character

  • Inserts a horizontal line

 

  • Link on a word will allow you to directly refer to a URL (which you can command to pop up, open in another window, the same window, and others through the Target tab), anchor in the text, or an email
  • Unlink any of the previously linked words

 

  • A 'Select Special Character' box appears like this, so that you can put one in your text:

Paragraph Format

 

 

 

 

 

Font Name

 

 

 

 

 

 

Font Size

  • How the font will be formatted, in regards to it as a paragraph or line

  • The different font-types

  • Changes the font size

Bold, Italic,

Strikethrough, Remove Format

  • Respectively, left to right:
    • Bolds the font
    • Italicizes the font
    • Strikes through (a line through the center) the words
    • Removes all of the formatting from this category (only removes bold, italics, strikethrough)

Insert/Remove Numbered List
Insert/Remove Bulleted List

Decrease Indent

Increase Indent

 

  • Will begin the numbered list/will remove the numbered list
  • Will begin the bulleted list/will remove the bulleted list

  • Will remove the numbered/bulleted list if it is the first number/bullet, or will negate the effects of the 'increase indent'
  • Will indent the already placed number/bullet, but only after the first number/bullet

  • Inserts a bind, a user specific reference

  • Highlights the binds that were inserted, just for editing reference (won't show up when used)

 

(for more specifics on this, see Insert Form Field's Fields)

  • Inserts a form field in the system
  • Customize how it will be formatted/interacted with using Input Type
  • Choose whether or not it is a mandatory form field
  • Choose what label to use on it

 

    • Spawns options for a table, adjust, then click OK, and it should create the table
  • Some points about tables:

    1)      Do not create a table with only rows. Columns are required when you use tables.

    2)      If you don’t need at least 1 column in the table then you don’t have to insert the table. You can directly paste the content in the rich text editor.

    3)      If you need a table with 2 or more columns with different widths (not the default) and multiple rows of same property, then do not insert all the rows while inserting the table. Insert one row and adjust the column widths and then right click on one if the cell and use option ‘Insert Row Above/Below’. This will insert the rows with the same properties that you have configured already.

    4)      If you need multiple rows and columns in a table with different widths for few/all the cells, then do not insert them as one table. Insert them as separate tables.


 

 

 
Text Box
  • Write in the Text Box
  • This is where all of the Text Editing applies
  • You can expand or shrink the box by dragging the bottom-right triangle symbol

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