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srigowri.a

srigowri.a

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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 Image Added

  • The label on the button that the user must click in order to save or continue
  • The default label is 'e-sign,' so if you leave this field blank, it will say 'e-sign'
  • Examples of replacement labels:
    • Acknowledge
    • Agree

Enable I Agree

  • When selected By selecting this the user acknowledges the information provided on the form

 

Acknowledge Text

  • This field is displayed when the user selects the check box of 'Enable I Agree' check boxlabel
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
Create/View Form Fields
  • Form fields are used to create fields that can be entered by the user
  • Once created, form fields are saved in your database and can be used in different Smart Forms.

Enable Attachments

  • Allows for attachments to be included on the Smart Form
  • Clicking on the lookup will allow you to select an attachment
  • The Description will match the Attachment's description

 

  • Add generates another row that allows you to add another attachment
  • Note: if you have Enable Attachments selected, then the system requires you to attach one for as many attachment rows that you've added
  • If you added extra rows, Delete the ones that are not in use
  • For more information about Attachments and how to get them into your system, click here
Enable Upload Documents
  • Allows the user to upload a document when it's in the onboarding process

Anchor
texteditor
texteditor

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The number of Smart Forms changed from 0 to 1 because only one modification is done for this Content Revision, however . However you can make multiple additions or modifications in one Content Revision.

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