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18.7. Creating documents

Document creation

To run an eForm or create a new document, simply open the Forms tab, navigate to the form listing and tap to open.   The form opens in a new document page for your completion.

The iPad form layout is optimized to make data entry quick and efficient.  There are a number of field types that aid you in entering data.

In the example on the right, an expense report form is being entered.  There is a lookup action available for the Payee Name field.   Tap on the Payee Name field to enter the name and then tap on the lookup icon to retrieve the payee details.  If found, contact fields will be auto-completed.   Date fields may be typed in manually or selected using the calendar widget.  Multiple entries, such as the expense items, are created by tapping the green plus icon at the end of each row.   Tap the red minus icon to delete the expense row.  The image button allows you to attach supporting image entries to your expense item.

Note:  If a field's background turns yellow, your entry is not valid.   Please correct the entry before saving the form.

The form's cancel button will close the form without saving your data.   The finish button will save the document and open it in the document viewer.

Incomplete documents

Note: The document will save in an incomplete state if you switch to another iPad app or close the LincDoc app without tapping the Finish button.  

 

Viewing a document

When you finish a document entry, the document will automatically open in the document viewer.   In the document viewer you may close, sync, sign, view attachments, and email the document.

Syncing the document

Tap on the Sync and Close button to upload your document to the server and close the viewer. 

Signing a document

Document signatures are entered at the point of viewing the completed document.  When the form has a signature field, the document viewer will have a pen option button on the bottom toolbar.  

To sign a document:

  1. Tap on the Signature button.
  2. A list of document signers appears.
  3. Select the correct name and tap on the Sign button.
  4. This opens a paint screen for your finger signature entry.
  5. Sign and tap on the Accept button.  Clear will clear your entry. 
  6. Your signature is merged with the document file.

Viewing attachments

Document attachments are listed when you tap the camera button.  Tap on the attachment entry in the list to open it for viewing.

Emailing the document

Tapping on the email button will open an email message with the document embedded as an image.

 

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