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Enabling document management

You can enable document management to display the Manage Documents button on the Online application portal.

Online application portal (Manage documents button highlighted)

To enable document management:

  1. Click Online form editor (Page Settings button).

    The General tab of the Form Settings window is displayed.

    Form Settings window - General tab

  2. Click the Document Management tab.

    The Document Management tab of the Form Settings window is displayed.

    Form Settings window - Document Manangement tab

  3. Select Enable document management checkbox.
  4. Type comma-separated descriptions into the Descriptions (Comma Separated) field to define sections of the Document management window.

    File uploader example

  5. Click Online form editor (Close button).
  6. Click Online form editor (Save button).

Last modified: 9/09/2016 2:09:29 PM

See Also

Building forms

Creating new forms

Opening forms

Defining the page layout

Adding elements

Updating element text

Mapping elements to Synergetic fields

Mapping activity elements to Synergetic activities

Populating drop-down lists with Synergetic lookup table values

Applying validation rules

Applying element styles

Defining default values

Defining test values

Defining element statuses

Creating events

Enabling online payments

Enabling email correspondence

Linking text fields to user account details

Publishing forms

© 2016 Synergetic Management Systems. Published 19 September 2016.

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