Managing forms

An AutoStore form allows you to create a user interface for a capture component. Forms are accessible through menus and define fields that can capture information to be passed to subsequent process and route components in a workflow. Dedicated forms include fields required for sending captured documents to email, a folder, or to a SharePoint document library.

The following table lists tasks commonly performed with forms:

Task Description
How to add a basic form A basic form defines general, fields, and component settings for purposes defined by your requirements.
How to restrict access to a forms on a menu You can choose to make forms on a menu public or to restrict access to specified users or groups.
How to add a dynamic form You can modify the standard behavior of a form by configuring it to respond to events.
How to add fields to a form Fields define data that can passed from a form to process and capture components in an AutoStore workflow. Fields may be configured to collect information from the user or to pass default or calculated values on to subsequent AutoStore components.
How to configure process and route components Use the component settings in a form to configure process and route components in the workflow invoked by a form. Component settings configured in a form only apply to workflows that are initiated by the form.
How to add a Send to Email form Use a Send to Email form when you need to send the document to an email destination. A Send to Email form is used in conjunction with the Send to Mail Recipient route and Send to Mail eConnector components.
How to add a Send to Folder form Use a Send to Folder form when you need to send the document to a folder destination. A Send to Folder form is commonly used in conjunction with the Send to Folder route and Send to Folder eConnector components.
How to add a Send to SharePoint form Use a Send to SharePoint form when you need to send the document to a SharePoint 2007 or SharePoint 2010 server. A Send to SharePoint form is used in conjunction with the Send to SharePoint 2007/2010 eConnector and route components.
How to create a form template Use this procedure to create a form template. A form template allows you to save form settings and reuse them to create new forms.
How to add a form from a template Use this procedure to use a form template. A form template allows you to save form settings and reuse them to create new forms.