You can view information about the form, by opening the Form Details screen, either by clicking on the name of the form in the Forms table or hovering over the form's name and clicking on the Details icon in the pop-up toolbar. The following properties are listed:
Form Details screen
Form Property | Description | |
|---|---|---|
Form Name | Title of the form that is displayed to the users. | |
Form Type | One of the types from the Form Types (225) domain. E.g. Account Update, or Loans. | |
Form Category | One of the categories from the Form Categories (226) domain. E.g. Annuity, Insurance, or Mutual Funds. | |
Form Author | The organization that is the author of this form (e.g. US Government, a Vendor, Docupace, or your company). | Note: Defined in the Form Authors (228) domain. |
Form Provider | The company that creates and manages the electronic version of the PDF form (such as Quick! or Docupace). | Note: Defined in Form Providers (221) domain. |
GUID | A unique code that is used within Docupace and among other Form Providers to reference a specific PDF form. This code will be different if several versions of the form exist in the system. | |
Creation Date | Date and time when the form was added to the system. | |
Revision Date | Date and time when the form has been modified last. | |
Major Revision | The major version number. | |
Minor Revision | The minor version number. | |
Pages | ||
Number of pages within the form PDF file. | ||
Image Content | Click on the Adobe PDF icon to see the PDF file of the form in a Document Viewer screen. | |
Description | Short description of when and how the form is used. | |
Form Number | The code used to reference this form. The code will be the same for all versions of the form. | |
States | US states, for which this form is applicable. If the State is empty, it means that the form is applicable in all US states. | |
Enable PDF Formatting | The values entered in form fields are formatted using PDF functions, for example, decimal values changed to percentages or currency symbols added to monetary values. | Note: PDF settings will work only if PDF Scripts are allowed on the site. This is controlled by If these settings are not specified as either Yes or No, then their value is inherited from the Form’s Author (defined in the Form Authors (228) domain). |
Enable PDF Calculations | The values entered in form fields are calculated using PDF functions, before they are sent to the Docupace system, for example, total sums at the end of a table. | |
Exclude Form from Field Sync | The values entered in form fields are not automatically synchronized with values in other forms for the same client and work item. | Note: Some exceptions may apply. On your site it may be configured that some form fields are always synchronized, even if Exclude Form from Field Sync is set to Yes. This is controlled by |
Client Level Form | Used only for a specific client and their accounts. | |
Is Enabled | Whether this form is currently available to Docupace users. Outdated versions of the form may be marked as disabled. | |
eSign Not Allowed | This form cannot be used in eSign transactions. | Note: If a document based on this form will be included in a Work Item, then the WI cannot be sent for eSign. A wet sign process must be performed instead. |
Document Disposition | Note: This field is not used for Forms, but only for documents included in Work Items. | |
Entity | List of one or several companies that use this form to process Client Accounts or for their other activities. | Note: Defined in Entities (223) domain. If your user account is connected to a specific Entity, then you will only see forms used by them. |
Form Field Name | List of all form fields that appear within the form. | Note: Filled automatically after saving the form information for the first time. |
Favorite Forms | List of forms that have been marked as Favorite Forms. | |
Label (for Favorite Forms) | Labels that group lists of forms that have been marked as Favorite Forms. | |
Document Tools | Tools to manage specific pages of the PDF file (rotate pages without fillable fields, stamp pages, split document). | |