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Smart forms are custom windows that utilize a plug-in architecture to provide a rich user experience for indexing, retrieving or creating documents or streamlining a business process. DocLink smart forms can be used as GL distribution stamps, expense reports, PO requisitions, HR onboarding, check reviewing and credit card processing, just to name a few.
Administrators can customize their smart form(s) to fit their organizational needs. Through the Smart Form Manager, the Administrator can specify which fields to display, require, and make editable, create and manage custom lookup fields and cache tables. Permission to use smart forms is controlled via roles.
Contact Technical Support if you would like assistance creating a custom smart form or editing an existing form.
DocLink smart forms can be accessed from the Administration tab > Smart Forms tile.
Open an existing smart form from the list by double-clicking on it or highlighting it and clicking the Edit button. To create a new smart form, click the Add button.
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