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18.2. Preparing an eForm for iPad deployment

Overview

There are three points of consideration when creating an eForm that is intended for mobile deployment.

Document source

Documents produced on the iPad may have a source type of Word or PDF.  However, if the document source is Word, the iPad user will be unable to view the generated document.  PDFs do not have that limitation.

Database lookups

Consider that mobile users will be working in either online or offline environments.   If they are offline, they will not have access to database lookups.  To set up the eForm for online mobile lookups:

  1. Open the eForm for editing.
  2. On the Fields/Sections tab, select the field for editing.
  3. If the eForm's Allow use with LincDoc Mobile? setting is on, an additional field attribute of iPad Lookup(s) is available.
  4. Select the arrow submenu to open the lookups window.
  5. Follow the database lookups steps to complete the iPad lookup setup.

Signatures

Mobile signatures are used with iPad documents.  Please refer to Mobile signatures for more information.

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