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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 Form 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 Save and Close button (Form builder, synweb).

Last modified: 12/07/2017 5:33:58 PM

See Also

Form Settings window - Document Management tab

© 2017 Synergetic Management Systems. Published 29 June 2017.

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