Form types can affect the way the system indexes, stores, and displays forms.
Forms can displayed as a stand-alone document or on a folder or as supplemental information for a document or folder. Depending on your system configuration, each field can be mapped to a corresponding custom property. After you fill in the fields and save the form, the system can automatically complete the values for the corresponding custom properties on Perceptive Content Forms Server, allowing you to search for forms just as you would search for documents. When you open a document, this form appears independently of a document in ImageNow Viewer.
Stand-alone forms allow you to capture additional data for your documents or folders. When you open a document, a stand-alone form appears independently of a document in ImageNow Viewer. You can select a stand-alone form as the folder type when you create a folder. The form appears independently of a document in the Folder Viewer.
Supplemental forms allow you to capture additional data for your documents or folders. By default, in ImageNow Viewer in the Forms pane or in ImageNow Viewer in the Forms tab, the user can select any form and associate it with any document. You can use supplemental forms in the following ways.
- When viewing a document in ImageNow Viewer, supplemental forms appear in the Forms pane. You can select from the available forms and fill out the fields to provide additional information about a document.
- When viewing a document in Folder Viewer, supplemental forms appear in the Forms tab. You can select from the available forms and fill out the fields to provide additional information about a folder.