HomeUsing LincDoc 3.0eForm AdministrationSetting the source document

4.6. Setting the source document

Click on the Source Docs tab. On the left pane you see a list of all uploaded source documents that exist across all forms in the system. The right hand pane shows the source document being used for the particular form you are editing. Notice this implies that the same source document can be used with multiple eForms: if you change something in the source document and re-upload it, it will affect all eForms that reference it.

Uploading a source document

From the Source Docs tab, simply press the upload button. Use the file selection dialog to choose the source document file you wish to upload.  Once the document file has been uploaded you are given the option to add a version history comment.   Version history comments can be added to initial and subsequent document file versions to clarify your audit trail of updates.   To view the audit trail, right click on the source document and choose version history

Downloading a source document

When you want to make a change to an existing source document, right-click on it in the left pane of the Source Docs tab and choose download. Proceed to edit the file using your forms authoring tool. When you are satisfied with the changes, re-upload it.

Adding a source document to a new eForm

Select a document on the left hand pane, then press the add button. Notice that you can add multiple documents to an eForm, but only the first one in the list is used at generation time. Also note that even though only the first document is used at generation time, all fields from all selected source documents are configurable within the eForm.

Removing a source document from an eForm

Select the desired document in the right hand pane and press remove. Notice that all fields from that source document will disappear (permanently, once saved) from the Fields/Sections tab (exception: if a field is referenced by another source document that is part of the eForm definition then it remains in the Fields/Sections tab).

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