Why do I need to create a document form
Document Forms can be assigned to one of the Document Types within your organisation.
This form can be used to modify the properties of that document type, such as the SOP review date.
Before creating a document form
Before we start, make sure you have access to repositories in the configure portal. Here you will be able to upload and save documents:
You can also add properties to your repositories. These properties can be used, for example, to calculate a document's next review date on a calendar.
How do I create a document form
Head over to the Form Library under the Forms & Workflows section in the configure portal.
Hit the Add Form button in the top right-hand corner.
Complete mandatory fields, including Name, Owner, and Department.
Set form type to Document.
Now select your Document Type.
Choose your desired Completion Timestamps and Topics.
Click Create.
Head over to the Questions tab to add questions.
From here you will be able to add questions or link your document type properties. This will depend on what you are using your form for. Here is a guide to help you add questions to your document form:
Go to the Question tab.
Click Add Section and select Document Type Properties.
Click Link Property and pull through the predefined questions.
You can add a general section that allows additional questions to be included.
Once created, you can turn the document form into a document record, allowing team members to update relevant properties and complete tasks.
Good to know
Document Records generally have the same functionality as other records, but they do not include the 'Completed At' location option. Features like QR codes and anonymous access are also not supported.
What will a document record look like
Go to the Repository module in the monitor portal.
Click the cog icon on the required document and select Add Record.
Select the relevant record and complete it.
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