Using the Docupace Forms Library
- Inese Auzina
- Mercedes Rothwell
Introduction: This guide will help you use the Forms Library to view PDF forms that are available in the Docupace system.
Table of Contents
Change Log:
Date | Changes |
|---|---|
May 2020 | Comprehensive documentation about the Forms Library. |
Audience: All users, who use the Docupace system to add new documents to the database. Docupace Administrators that add new forms to the system.
Functionality: The Forms Library contains all PDF forms that are available in the Docupace system for the specific site. List of forms may vary for each Docupace client. Some forms are provided by the form provider companies, other forms are built-in system forms, and some may be custom forms specific to your business processes maintained by your company.
Forms may contain mandatory or optional fields. When these fields are filled out, the respective data is saved in the Docupace system and may be synchronized to other forms. Some forms can be solely informational, without any fields or with only a space for an eSignature.