Setting Up Smart Forms
1.Go to Admin > Document Manager.
NB.You'll need admin permission for this step. If you don’t have them, ask your manager or contact us for assistance.
2. Select the Document Type that you want to setup Smart Forms for , e.g. Application Form:
3.Click on 'Application Form' and the right hand side you will see the different statuses and workflows for this document type;
4. We now need to add a workflow for your Smart Form.
5.The most common place for this workflow is in the Draft Status.
6. Continuing with the Application Form example, we then need to name the workflow this Request Application.
NB. No matter what Smart Form you are creating, the first step in your workflow needs to be Request
7.Click on Request Application to edit...
8.Tick the System Use Only. This is an important step that makes this workflow available to the Smart Form.
Next you need to setup the workflow so that when it's run, it will send a notification email to the document owner and move the newly created application document to the completed status.
To do this follow the next steps;
1. Add a Send Document Task;
2. Once created, Click on the task to edit the details with an appropriate Subject line and message;
3.Now add a Move to Task;
4.Click on this task to edit appropriately.
NB. The Move To Status will, in most cases need to be set to 'Sent';
Here is what your completed Workflow will look like;
Now this workflow is configured, go back to your Template, select Smart Forms and our new Smart Form link will be available to use.