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| Field | Behavior |
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| Form Title | - Name or title that describes the Form
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| Lookup Description | - To find the Smart Form easily, name it accordingly
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| Participation Pool | - The roletype that will see the Smart Form
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| Required/Optional | - Required: the user needs to complete the form before continuing
- Optional: the user has the option to complete the form
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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:
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Enable I Agree | - When selected By selecting this the user acknowledges the information provided on the form
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| Acknowledge Text | 
- This field is displayed when the user selects the check box of 'Enable I Agree' check boxlabel
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| 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
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| 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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| Field | Behavior |
|---|
| 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.
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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
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| Enable Upload Documents | - Allows the user to upload a document when it's in the onboarding process
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| Field | Behavior |
|---|
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
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Cut, Copy, Paste,
Paste from Word 
| - Respectively, left to right:
- Cuts
- Copies
- Pastes
- Pastes from Word
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Undo, Redo 
| - Respectively, left to right:
- Undo the action last taken
- Redo the last Undo's action
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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:
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Paragraph Format Font Name Font Size | - How the font will be formatted, in regards to it as a paragraph or line
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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
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| - Highlights the binds that were inserted, just for editing reference (won't show up when used)
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(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 is created
  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.
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| Text Box | - Write Enter information 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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| Info |
|---|
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For examples of both types of Smart Forms, you can modify a Smart Form. That can give you a better idea of how they work. Note that the Supplemental Attribute Data default Smart Forms have exceptions to creating Supplemental Attribute Data. It does not indicate that they have form fields, but to add Supplemental Attribute Data that is customized, you must insert form fields. |
After you finish filling this outentering information, click on Save.
How do you create a Form Field
...
?
Click on Create/View Form Fields.
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Click on Add a New Value.
Put in Enter a Field Description.
Select a Field Type, which is the type of specification that you want the supplemental attribute to be–some of them will pull up more required fields in order to specify what the field is limited to.
For example, Character:
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Another example, Number:
Once done with the fieldsAfter you have defined the field, click on Save.
Back to In Define Smart Form, on the fifth tab, click on Insert Form Field.
Insert Form
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Fields
Follow the chart below to fill out the fields.
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| # | Field | Behavior |
|---|
| Input Type | - In what type of format the form field will be in
|
| Form Field | - Click on Look Up.
- Select the form field you want to use.
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| Mandatory | - Check it Mandatory if this Form Field's specifications are required.
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| Label Type | - What the header label will say
- Default: what the form field's description is
- Custom: generates a box below. input anything you want it to say
- None: no label
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| Display Label Colon | - If the label will have a colon after it or not
|
| Input Style | - The customizable ability using html
- For example, changing the font color or style
|
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How do you modify a Smart Form?
There are two different ways methods to access/modify a Smart Form, by clicking on:
- Add a New Value.
- Search if you have an existing Smart Form in progress (click here to go directly to skip the first waysecond method).
Method 1: Add a New Value:
Fill out Enter the fields information and then click on Reserve.
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Click on Configure, and then click here to continue the directions from this way.
Method 2. : Search: Instead of Add a New Value, click on Search (you can filter out the results so that it only shows Content In Progress because those are the two requirements to do modify a Content Modification).
Find the revision that you want to modify (it must be a content revision and in progress!).
Click on View/Edit.
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Click on Review/UpdateUpdate on the Smart Forms tile.
| Manage Content Revision Page |
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The number of Smart Forms changed from 0 to 1 because only one modification is was done for this Content Revision, however . However you can make multiple additions or modifications in one Content Revision.
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| Manage Content Revision Page |
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Click on Apply.
If you your changes are not surecomplete, you you can still View/Edit and it will take you to the previous page. You can also leave this Manage Revision page and leave the Content Revision in progress to modify, apply or withdraw later.
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| Define Business Process Rules Page |
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 Image Removed Image Removed Image Added
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Click on Edit under Manage Content Security.
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