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Register Document Form 2

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[Workflow Management] Register Document Form 2

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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. (Upload Form, Google 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 register an upload form

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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'.
  • Click the blank box at the bottom to select and upload the file you want to use as a form.
  • When the file upload is complete, you can check the preview screen. The preview screen is available in a common size screen.
  • You can upload hwp, excel, ppt, words, pdf, etc. using the upload form.
  • Click the Save button at the bottom to save the completed form. After that, members of the organization can proceed with electronic approval by downloading the form, entering the contents, and uploading it.

 

STEP 3 Registering Google Docs Forms

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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'.
  • The title of the Google docs (spreadsheet, document, Slides) itself and the Docswave form name are not linked.
  • The Google Docs screen will be displayed as it is, and the share and each setting will follow Google's own function.
  • If you modify the information in the file in Google docs, drive, the information in the form shown in Docswave will also be linked.
    • Click the Google Drive icon at the bottom right to go to the Google Docs page and complete the form more conveniently.
  • 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 Importing from Google Drive

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  • You can only retrieve files that have your account as the owner from Google Drive.
  • You can only import files (Google docs) that can be created in Docswave form.
  • If you do not enter a form name, it will be created with the form name of the 'New Common Form'.
  • The title of the Google docs (spreadsheet, document, Slides) itself and the Docswave form name are not linked.
  • The Google Docs screen will be displayed as it is, and the share and each setting will follow Google's own function.
  • If you modify the information in the file in Google docs, drive, the information in the form shown in Docswave will also be linked.
  • 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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