This feature allows operators to add EForms in real time to the R•Broker application. Once forms are added, they may be attached to documents in Open Administrator and subsequently linked to an Account form group. EForms may appear at the end of any R•Digital account application, based on their configuration.
1. Select E-Form Upload from the Action... drop-down list. The E-Form Upload dialog appears.
2. To edit an existing e-form, click the Edit button for the e-form you want to modify, or to add a new e-form, click the Add button. In both cases, the E-Form Upload dialog appears.
3. Click Edit to enter a Description for the e-form.
4. Select a Language form the list.
5. Select a Status from the list.
6. Click Upload E-Form to search for and select e-forms to upload.
Note:
Only PDF forms that do not exceed 4MB will be permitted.
7. To save the e-form, click Save.