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Tutorials > Solution Designer > Design > Template Profiles

Create a document from a Therefore™ Form

A Therefore™ Form is a visualization of an index data dialog designed using the expanded category designer, which includes options for adding images, colors, fonts, and more. The forms concept is based around two levels of access: authenticated and unauthenticated. Authenticated users are those with a Therefore™ user account. They can access, complete, and submit forms using either the Therefore™ Navigator or Therefore™ Web Access. On the other hand, unauthenticated users are external parties who do not have a Therefore™ user account. They can enter and submit data by accessing a Therefore™ form hosted on a public website.

Create a document from a Therefore™ Form (authenticated access)

1.Open the category or case from which the document should be created. Create the layout you require by customizing the dialog. An image can be added from the category context menu. In the advanced category settings, the Empty Document Mode can be set to allow, require or not allow files can be added to the form. For forms containing only index data and no files, the Cover Sheet Mode can be set to display the document as a filled out form.

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2.Right click on Template Profiles and choose New Form Template Profile. Give the profile a name and then specify:

•Which category or case should be filled out (Target Category/Case)

•If the filled out form should be based on an existing document, the Source Category/Case should be specified and the required fields assigned. Click on the Assignment drop-down list and all index data fields in the Source Category/Case will be listed.

•To restrict the form to only certain users or groups, open the Therefore™ Solution Designer, right-click on the Template Profile, and select Security. Users with Read permission will be able to open and use this template from the Therefore™ Navigator ribbon menu. To save a new form, users will also require permission to save documents to the category.

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3.By default, the Therefore™ user group will all be able to see and open this template from the ribbon menu in Therefore™ Navigator or the Therefore™ Web Navigator. To fill out the form using the index data of an existing document, first select the document and then choose the template.

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4.The form will open and can be filled out. If allowed or required in the advanced category settings (Empty Document Mode), files can be added to the form by clicking on Attachments and selecting Add Attachment.

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Create a document from a Therefore™ Form (unauthenticated access)

1.Configure the Therefore™ Form as per steps 1 & 2 in the tutorial above.

2.Next, to allow external parties to submit data through a form, an anonymous user account needs to be configured. This account will be shared by all external users accessing the form to submit data, since they do not have individual accounts. To configure this account, open Therefore™ Web Access with an account that has Operator permission. Click on the File menu, then Settings. Enter the credentials for the user you have assigned for this purpose.

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3. Then to embed a form into a website, an HTML iFrame can be used:

SERVER NAME: The name or IP of the machine where Therefore™ Web Access is running.

CATEGORY NUMBER: To get the category number, open the category and click on Properties.

BORDER: The width of the border around the frame in pixels.

WIDTH/HEIGHT: The width and height in pixels.

info

•If allowed or required in the advanced category settings, files can be added to the form by clicking on Attachments and selecting Add Attachment.

•The form can also be accessed directly using the URL.

•By default, each web form has a submit button with the caption: SUBMIT. To change this, add &submit=TEXT FOR SUBMIT BUTTON.

•By default, a success message is displayed after submitting a form. If you would like to instead redirect to another web page, add &form_suc=URL TO SUCCESS PAGE

•If the form should be signed by the user before submitting, see filling out and signing a form.