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Register Document Form 1

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[Workflow Management] Register Document Form 1

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  • Admin > Workflow Management > Common Doc Form Management
  • You can register a common form for your organization to use
  • You can know the characteristics and registration methods of each form. (Premium form, web form)

 

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STEP 1 Browse to Common Doc Form Management Page

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  • Access Docswave > Admin > Workflow Management > Common Doc Form Management

 

STEP 2 To add a common form

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  • You can create a new form by clicking the 'Add Form' icon in the upper right corner.
  • Form can be created in six forms.
    • Premium form : A premium form that Docswave specializes in electronic document management systems.
                                 Create forms simply and conveniently with the Drag and Drop method.
    • Web form : Web editor format allows you to create forms with simple tables, image inserts, and HTML sources.
    • Upload form : A form that uploads and uses the file itself. Organizers draft documents by downloading, filling out, and uploading them again. Files such as Hangul and Excel are available.
    • Google Spread Sheet : This is a form using Google Docs, and Google's own function takes precedence.
    • Google Docs : This is a form using Google Docs, and Google's own function takes precedence.
    • Google Slides : This is a form using Google Docs, and Google's own function takes precedence.
    • Import from Google Drive : You can import your own Google Docs file from Google Drive and register it as a form. Google's own features take precedence.
  • Select the form you want and press the Register button to display the Create Form screen.

 

STEP 3 Register Premium Form

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  • You can choose the form you want, Empty format (free format) or DOCSWAVE-provided format.
    • Empty format (free format) : Except for the required component 'Title', you can select the desired component and create it in the form you want. 
    • Format provided by DOCSWAVE : Approximately 40 form templates provided by Docswave can be modified and used.
  • If you do not enter a form name, it will be created with the form name of the 'New Common Form'.
    • If you remove the title, you cannot add it again.
  • You can drag components on the left to the center to create a form.
    • Basic components : Components that allow members to enter content, such as text, selection, table, and time.
    • Connection components : A component that automatically retrieves information from the system based on the information of members.
  • By placing and clicking components within the form, you can set up the detail of components on the right.
    • Common Setting : You can set the name, required, and instructions.
    • Detailed Setting : Appears when detailed settings are required for each component.
      • Example) Connection component > HR Information : You can select information such as name, department, position, phone number, and set a name accordingly. 
  • Provides 'Style' information that allows you to set font, sorting criteria based on components.
  • You can move the location of a component by clicking the three-line icon to the left of the component name.
  • Click the Save button at the bottom to save the completed form. After that, members of the organization can draft documents using this form.

 

STEP 4 Registering a Webform

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  • If you do not enter a form name, it will be created with the form name of the 'New Common Form'.
  • You can use the Web Editor to create new forms.
    • Table : After inserting the table by entering the table properties, you can mouse over the table and right-click to set up the table, such as adding rows and columns.
    • Image : You can upload an image by selecting a file through the Image Properties > Upload tab.
    • A4 Guide: This is the last icon, and you can click to see how it looks when printing.
  • If you can create an HTML source, you can use the 'source' icon to create a webform form more easily.
  • Click the Save button at the bottom to save the completed form. After that, members of the organization can draft documents using this form.

 

 

 

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