Document Manager allows you to add/build any number of documents, and allows you to Group and Sub-Group your documents as you need to for better management:
To create a new Form, you will need to first add a Group, and SubGroup for your Form. To do this, click the + sign on Group:
And Add a group name:
When you have added your name, click Save. You will then need to select the newly created Group in the Group dropdown.
Next, you will want to create a SubGroup (which now has a + sign):
Add a SubGroup:
Now you will be able to add a document to this Group/Subgroup by clicking the +ADD button in the top right:
When you click ADD, you have a number of items in the initial setup of the document:
This is where you add the title of the Document.
Template Type. You will see a number of options in this dropdown – they nominate which solution to use for this Print Form. Unless you know otherwise, always choose the type Internal.
Group/Subgroup – this will reflect the Group/Subgroup you have setup when you created the Print Form. Note that you can change the Group/Subgroup here if you need to.
For Journey – this is a dropdown that allows you to attach this Document to a specific Journey.
This setting only matters for Loanapp-related forms.
This is good as you build alternate journeys in the channel and you want specific Forms for those journeys.
Note that a form cannot be for more than 1 journey. This means that if you need the same form on >1 journey…you need to copy the form as a new form, and then attach this second version to the next journey
Standard Use – this identifies the data/dataset to be made available for the Form for mapping; and also where the form can be made available for generating.
Print Individual Documents For:
Signature Required – this is to be ticked if you are going to require signature tagging on this document.
Applicability Rule - this allows you to create rules in Policy Engine to then attach to this Print Form, to make the generation of the Print Form conditional.
eg you might want a Membership Form to only be generated in the Application Documents when an applicant is not a current member and therefore needs to complete a Membership Form as part of their submission.
You would create a rule in Policy Engine to identify that an applicant is not a current member; and then attach that rule to this print form
Section Rules - allows you to set rules to make 'sections' of a print form appear conditionally. This is related to "Merge Blocks".
Basically, you can build a rule in Policy Engine, and then attach that rule to a Merge Block to make that Merge Block only appear when needed.
This allows you to make specific sections of the print form appear only when needed:
Description – further detail you might want to add to identify the Form and its use.
When you have completed the setup, click SAVE
You will now have a new blank document ready to create. It will be 1) in draft and 2) ready to Edit:
