Forms

Add a form to workflow when the process needs to capture data prior to a scanning process. There are several different forms that you can use to capture information for different processing and routing options.

Add a form on the Groups tab of the Unified Client configuration dialog box. To add a form, first, click a group or menu node, click Add Form on the menu bar, and then click one of the form types on the menu. To edit an existing form, click the form and click Edit on the menu bar. To delete a form, click the form and click Remove on the menu bar.

The Unified Client component supports the following types of forms:

Basic form
Email form
Folder form
SharePoint form