How to add a basic form

A basic form defines general, fields, and component settings for purposes defined by your requirements.

1. Confirm that the Toshiba Unified Client properties dialog box is open.
   To open it, either double-click the Toshiba Unified Client capture icon in a task or right-click the icon and click Properties on the shortcut menu.
2. Select a group or menu, and click Add Form > Basic Form on the menu bar.
   To edit an existing form, click the form and click Edit on the menu bar.
3. On the General tab, type the name of the form in the Name box.
   The name of the form will be displayed in the forms screen or page of an application, so enter text that describes the function of the form.
   Example: For example: If this form is used to send to the user’s home directory, you can name the form Scan to User’s Home Directory. The maximum number of characters allowed in the form name is 36.
4. You can specify an icon image may be displayed for the menu on the device.

   Option	Description
   Image type	PNG or GIF with transparent background.
   Dimensions	44x44 pixels
   Maximum size	24 KB

5. Select Single Touch mode if users do not need to enter any information about the document.
   This causes the scan to start immediately after the user presses the form button on the device. Do not select this option if users need to enter information to be used for processing and routing documents.
6. Configure the default scanning settings for the scanned document.
   You can clear the Allow Changes check box to prevent users from changing a particular setting.
7. On the Fields tab, you can define fields that will pass data to subsequent components in a workflow.
   For more information, see How to add fields to a form.
8. On the Components tab, you can configure settings that will be used for subsequent components in the workflow. These settings can use information captured by the form.
   For more information, see How to configure process and route components.
9. Click OK to save your changes.