Capture Form, Configuration

Capture Form, Configuration

This applies for Content Central v7 Document Management System.

Steps to Configure Capture Form


Login as Admin or member of the Administrator Group

Go to 'Administration' Page.

Go to 'Catalogs & Document Type'. Select a Catalogs and Document Type to configure.

Go to 'Capture Form'.

In the Manage Capture Form Page:
To add a new Capture Form, click 'Add Form'.

To edit an existing Capture Form, click the 'Details' (white gear icon) icon on the same row of the existing Capture Form.

To delete an existing Capture Form, click the 'Delete' (red X) icon on the same row of the existing Capture Form.

Capture Form Details


In the Capture Form Details Page, click 'Choose file'. Navigate to a PDF Fillable Form to use. Click 'Upload'.

Click to CHECK 'Enabled'.

For 'Use Legacy PDF-Interaction processing style', when CHECKED, the PDF Fillable Form Uploaded will be used as template to create or add a Fillable PDF Form document to Content Central. The template uploaded must have a Submit Button and Fields that matches the Field names in Content Central.

For 'Use Legacy PDF-Interaction processing style', when UNCHECKED, the PDF Fillable Form uploaded will be used as a template to create an Electronic PDF document in Content Central. The Electronic PDF document created is not a Fillable PDF Form document. When the Capture Form is applied, new Content Central Fields will be created based on the fields in the template PDF Form uploaded.

Enter a 'Name' and 'Description'

Click 'Apply' to save changes.

Legacy Capture Form Options


These settings and behavior apply for Legacy Capture Forms only, when the Capture Form was configured with 'Use Legacy PDF-Interaction processing style' CHECKED.

Session Expiration
Choose a Session Expiration value. This controls how long a given form will be available for submission whenever a form is created or downloaded.

Allow field update from document-properties commits
When CHECKED, the matching Fields in the PDF Form document will be updated, when the matching Content Central Fields are updated in Content Central in the Properties Panel.

Allow revision via submit button
When CHECKED, and when the 'Submit' button is clicked, a new revision of the PDF Form Document will be uploaded to Content Central. The Content Central Field values will be updated, based on the matching Fields in the submitted Fillable PDF document.

Allow revisions from recipients of emails
When CHECKED, the 'Submit' button appears and enabled, when the PDF Form document is emailed, through 'Email' Action in Content Central.

Accept submission only when they contain minimum number of new annotations
When CHECKED, a specified number of annotations are allowed for revisions.

Support annotations with signature fields (controls Acroforms only)
When CHECKED, the annotations are expected with Signature Fields.

Support signature-field visibility in browser (controls Acroforms only)
When CHECKED, Signature Fields in the PDF Form documents are enabled in the Browser, with PDF Plugin enabled.

Ignore initial Signature Fields on initial Capture
When CHECKED, the Signature Field will not show in the Capture New Form page.


BY CHARLOTTE KING

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