Form Details

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.
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.
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 Outdated versions of the form may be marked as disabled.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 complete documents.
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).