Form Details Screen: Properties and Settings Overview
- Inese Auzina
- Mercedes Rothwell
You can view information about a form by opening the Form Details screen, either by clicking on the form's name 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.
Note: PDF settings (identified with an asterisk in the table) will function only if PDF Scripts are permitted on the site. This permission is governed by the application preference pdf.edit.html5.pdfjs.enabled, which applies to the entire site and can be adjusted by your Docupace Administrator.
If these settings are not explicitly defined as Yes or No, their values will be inherited from the Form’s Author, as specified in the Form Authors (228) domain.
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 created 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 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 same for all versions of the form). |
States | Identified which US states that this form is applicapple to. If the State is empty, the form applies to all US states. |
Enable PDF Formatting* | The values entered in form fields are processed using PDF functions to ensure proper formatting. For instance, decimal values are converted into percentages, and currency symbols are appended to monetary amounts. |
Enable PDF Calculations* | The values entered in the form fields are calculated using PDF functions before being transmitted to the Docupace system. This includes calculating total sums at the end of tables. |
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. This is often used to disable outdated versions. |
eSign Not Allowed | This form cannot be used in eSign transactions. |
Document Disposition | |
Entity | List of one or several companies that use this form to process Client Accounts or for their other activities. |
Form Field Name | List of all form fields that appear within the form. |
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). |
