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1.6. About Form Views
Several different views are used through the form creation process. It is recommended that you become familiar with these views before using the EOS Client Onboarding system.
Proceed to one of the following topics below for more information:
Data Entry View
This view is used to actually input information into the completed form.
This view is accessed by clicking the run button on the EOS Client Onboarding toolbar.
Once the form's data is added using the Data Entry View, the form is submitted via the Submit button at the bottom of the Data Entry View, and the final form appears in the Document Viewer.
For more information, see Running a Form.
OpenForm View
This view is essentially the same as the Data Entry View, except that it runs in a dedicated web browser window or tab, instead of in the EOS Client Onboarding interface.
Document Viewer
The Document Viewer is used to display the "final" form, after the form has been created and submitted via the Data Entry View.
This view also allows you to download, email, and sign the form (if applicable). For more information on this view, see Using the Document Viewer.
Signature View
This special view is launched from the Document Viewer.
For more information, see Signing the Completed Form.