Sending Links to Forms for Creation - Sending Links to Forms for Creation - OnBase - Unity Forms - OnBase/Unity-Forms/Foundation-24.1/Unity-Forms/Unity-Client-Usage/Creating-a-Form/Sending-Links-to-Forms-for-Creation - Foundation 24.1 - Foundation 24.1

Unity Forms
Platform
OnBase
Product
Unity Forms
Release
Foundation 24.1
License
Premier
Standard
ft:lastPublication
2025-04-01T14:05:11.428000
ft:locale
en-US

If your system is configured to do so, links to forms can be sent via email from the Unity Client that will initiate form creation. To send a link to a form for creation:

  1. In the Home ribbon, within the Create ribbon group, click Forms.
  2. Do one of the following:
    • Right-click on the form in the Forms pane.
    • Click the menu button (Menu button) in the Forms pane.
  3. Select Mail Recipient (as Link).
    An email message will open with a link to the form.
  4. Send the email to the proper recipient.