Publish a form as a document to Forms Server - Publish a form as a document to Forms Server - To publish a form as a document to Perceptive Forms Server, complete the following steps. - Perceptive Content - Form Designer - Perceptive-Content/Form-Designer/Foundation-26.1/Form-Designer-User-Help/Form-Designer-User-Help/Publish-forms/Publish-a-form-as-a-document-to-Forms-Server - Foundation 26.1 - Foundation 26.1

Form Designer User Help

Platform
Perceptive Content
Product
Form Designer
Release
Foundation 26.1
License
ft:lastPublication
2026-04-16T22:35:13.118000
ft:locale
en-US

To publish a form as a document to Perceptive Forms Server, complete the following steps.

  1. To open the publishing wizard, on the File toolbar, click the Publish button.
  2. In the Published Location page, select Forms Serverand ImageNow, and click Next.
  3. To create the document type, in the New Item page, complete the following substeps.
    1. In the Type list, select Document.
    2. In the Name field, type the name of the new document.
      Note: Enterprise Software does not support using special characters, such as apostrophes, in the form name.
    3. Optional. In the Description field, type a description.
    4. Optional. In the Queue list, select a queue.
    5. Optional. Select or clear the Allow attachments to submitted forms check box.
      Note: Attachments appear as additional pages in Perceptive Content.
    6. Click Next.
  4. To populate document keys when submitting a form from an embedded URL, in the Document Keys page, select a drawer and select a source for at least one field. Enter the appropriate corresponding information in the Details column.
    To view the lists in the columns, click in the row.
  5. Click Next.
  6. Optional. To select specific file types that users can attach to the form, in the Attachment File Types page, clear the Allow all attachments check box, and complete the following substeps.
    1. To select a file type, in the Filter by list, select a category, select an available file type, and then click Add, or click Add All to add all file types for the category.
    2. To add a file type on a per form publication basis, click New and create the new extension.
  7. Click Next.
  8. Optional. To customize the size and number of files a user can attach to the form, in the Attachment Size and Number page, complete the following substeps.
    1. To set a custom maximum file size for attachments, select Custom and type a maximum size, in kilobytes.
    2. To customize the minimum number of file attachments for the form, select Custom and select a value.
    3. To customize the maximum number of file attachments for the form, select Custom and select a value.
    Note: The minimum number of file attachments cannot exceed the maximum.
  9. Click Next.
  10. Optional. To map URL parameters to form elements, in the URL Parameters page, complete the following substeps.
    1. Click Add.
    2. In the Name column, enter parameters that you want to map to form elements.
    3. In the Form field column, select the field in the form.
    4. Optional. Click Add to add rows and URL parameters.
  11. Click Finish.