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Home → Using LincDoc 3.1+ → eForm Administration → Creating an eForm or Document Package

7.4. Creating an eForm or Document Package

This topic describes how to create a new eForm using the LincDoc admin interface.

Note: The process for creating a Document Package is nearly identical to the process described below.

1. Login as a user with administration privileges.

2. On the LincDoc toolbar, click the admin button.

3. Select new from the list of options that appears.
   The create new document package dialog box appears.
   

4. From the Document Type drop-down list, select eForm.
   

   Note: If you want to create a Document Package, select it from the drop-down list instead.

5. Type a unique identifier for this new document in the corresponding text box.
   This entry acts as the name for the eForm or Document Package. This text will appear in the Form Selection drop-down list once the list is expanded and at the top of the various dialog boxes when working in LincDoc.
   

   Note: Spaces or punctuation characters are not allowed in unique identifiers. In addition, it must contain at least three characters but less than 32 characters.

6. Enter a brief description for this eForm or Document Package in the corresponding text box.
   This text will appear in the Form Selection drop-down list and on the Admin dialog box's eForm/Document Package tab.
7. Click create to generate the new eForm or Document Package.

In the example below, a new medical form is being created. The eForm type is being used, with a relevant descriptive identifier (eForm name) and a useful description.