How
does one send a form to anyone for filling? Step 1 is to
upload and save the form in "My Forms". After you have saved the
form in My Forms section you can send it in various ways:
1) Sending a Saved Form to Single Party
You can send a form directly by
clicking on "Send Form" link.
2) Sending a Saved Form via Workflow
You can send a form directly by
clicking on "Send Form" link. You will need to create a
workflow before hand to use this option. See
Creating Workflows for
more information on how to create workflows.
Do I need a On Demand CM account to send a form to anyone? Yes. You will need a On Demand CM account to send a form to any
one to fill. You can send the form to anyone in the world with
an email address and the other party does not need to create the
On Demand CM account.
Does the form filling party need to have a On Demand CM account?
No. The form filling party can be any one with an email address.
What is
difference between forms and documents in On Demand CM? On Demand CM Platform is very flexible and can handle any
kind of content. We typically divide content into 2 types:
1) Documents - Static Content that you can share with
any one and send for signature or collaboration. You can
upload any number of documents and save them in My Documents
Folder for future use.
2) Forms - Dynamic content which you can send to
others for filling in and then siging if needed. Currently
supported form types are pdf, xml and html only. You can
upload any number of forms and save them in My Forms Folder
for future use.
What
are the types of forms that I can send by On Demand CM? Currently you can send PDF Fillable type forms.
What is Offline & Online form filling? Online Form filling is when the user fills in the form while
connected to the internet. Once they fill in all the values,
they simply click on Submit button to submit the form
Offline Form Filling is when user downloads the form, saved it
in their local computer, fills it and then uploads the form back
for processing.
On Demand CM supports both offline & online form filling.
Which one should I use where - offline or online form filling? For long forms with several pages, offline form filling is
recommended. But it is a matter of choice after all.
Please note following regarding forms:
1) For offline form filling, the PDF Form should have
"User Rights Enabled" and should allow the user to save the form
with values on local machine.
For more information on how to Rights Enable a form, click here.
2) For online form filling, user needs to be on
Microsoft Windows OS. If the other party is using any other OS
they will not be able to open the form for online filling.
Can I get Signature on forms as well? Yes. Simply click on 'Get Manual Signature on form as well' when
you are sending the form and user will be asked to sign & fax the
form after filling it in.
I sent an online form to someone and they cannot open it? Online forms can only be filled on Microsoft Windows OS. If
the other party is using any other OS they will not be able to
open the form for online filling. Please use offline forms in
that case.
Can I route the forms through workflows?
Yes you can route the forms through workflows, but there can be
only one form filler in the whole process and rest of the people
can be approvers. You cannot have 2 people in workflow fill in
the form. See
Creating Workflows for
more information on how to create workflows.
Can I add access code on the forms?
No you cannot add access codes on the forms at the moment.
What is Access Code? Access Code is an added security measure to protect your
documents. While sending a document, you can set up a security
access code on the document. What this means is that any one who
will try to view/document your sent document will need to know
this access code. Access Code can be a 4 digit alphanumeric code
that you give to the other party.
Please Note that setting an access code
does not gets embedded in the document itself. Access code is
only added at On Demand CM level.
