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Registering Personal Docs 1

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[Individual Set-up] Registering Personal Docs 1

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  • My info > personal workflow management > Personal Docs Form Management
  • Forms frequently used by individuals can be directly registered and used.
  • You can register premium forms and web forms.
  • A document made using my personal form, and if another employee redraft the document, the document will also be affected by my form.

 

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STEP 1 Browse to Personal Docs Form Management Page

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  • Access Docswave > My info > personal workflow management > Personal docs form management

 

STEP 2 To add a personal form

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  • You can create a form for an individual to use 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 select the components you want and fill them out in any form.
  • If you do not enter a topmost form name, it will be created as a form name for 'New Common Form'.
  • You can drag the components on the left to the center and import them to complete the 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, only you 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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