Forms
Use the following information to add and configure a desired from for your process.
The Interactive Capture component supports four types of forms:
Basic Form Settings
Basic form represents a form with standard number of options and features of the Interactive Capture component.
You can configure a basic form on the Basic Form Settings dialog box which contains the following tabs:
Tab name | Description |
---|---|
General tab | Use this tab to configure general properties of the form. |
Fields tab | Use this tab to configure a list of fields used to collect metadata about the documents. |
Components tab | Use this tab to configure process and route components. |
Send to Email Form Settings
Send to Email form is a variation of a basic form that allows you to configure a form intended for collecting information to send documents to an email destination. This form on the Web UI contains additional fields, such as From, To, Subject, Message. These fields will be passed to the workflow as RRTs. A Send to Email form is used in conjunction with the Send to Mail Recipient eConnector and route components.
You can configure such a form on the Send to Email Form Settings dialog box which contains the following tabs:
Tab name | Description |
---|---|
General tab | Use this tab to configure general properties of the form. |
Fields tab | Use this tab to configure a list of fields used to collect metadata about the documents. |
Components tab | Use this tab to configure process and route components. |
Send To Email Fields tab | Use this tab to configure the special options for Sent to Email fields. |
Send to Folder Form Settings
Send to Folder form is a variation of a basic form which is intended for collecting information to send documents to a folder destination. On the Web UI, this form will contain two standard fields: Directory and Document name. A Send to Folder form is used in conjunction with the Send to Folder and Send to Folder eConnector components.
You can configure such a form on the Send to Folder Form Settings dialog box which contains the following tabs:
Tab name | Description |
---|---|
General tab | Use this tab to configure general properties of the form. |
Fields tab | Use this tab to configure a list of fields used to collect metadata about the documents. |
Components tab | Use this tab to configure process and route components. |
Send to Folder Fields tab | Use this tab to configure the special options for the Send to Folder fields. |