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Table of Contents

Overview

EForms is an add on module that provides a robust custom form builder that integrates

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or utilize forms as part of a more complex workflow design.

Sections

The EForm Administration composes of four main sections (tabbed buttons in main window):

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EForms Preview – Quick access to display the layout of the configured EForm, view PDF rendered outputs, and test the overall interactivity of the EForm.

Access

Access to the EForm Administration is via the Links section from the left-hand panel of ECMToolbox. By

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The EForm Administration will display in the main window.

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EForms Selection

The dropdown will default to the first workflow setup within the ECMToolbox
workflow system. If your system is configured with more than one workflow, use the dropdown to filter
EForms list to the specific workflow.

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button link or the EForms Creator tabbed button.

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EForms Creator

The interface is presented in a survey style environment where questions will be placed on the form through the use of single input textboxes, single or multiple choice drop down lists and checkboxes along with a host of other input gathering formats.

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