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7.7. Specifying the Source Documents

Click 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.

Proceed to one of the following topics below for more information:

Uploading a Source Document

Once you have defined your eForm's source document, you need to add it to the eForm. This action is done by uploading the file to your repository via the LincDoc Admin dialog box. 

  1. If necessary, select your eForm and access the Admin dialog box.
  2. From the Source Docs tab, verify that the correct repository is selected from the drop-down list in the left column (if more than one repository is defined).

    The contents of the selected repository are displayed. The source document you upload will be stored in this repository.
  3. In the repository contents area (the left column), right-click anywhere in the white space.
  4. Click the upload option.
    The File Upload dialog box appears.
  5. Click the Browse button.
    The Open dialog box appears.
  6. Navigate to the file you want to use, and click the file to select it.
  7. Click Open.
    You are returned to the File Upload dialog box, and the selected file is displayed.
  8. Click Upload.
    The file is added to your repository.
  9. Proceed to Adding a Source Document to a New eForm below.

Adding a Source Document to a New eForm

Once a source document is added to your repository, you can add it to your eForm (or Document Package), allowing you to use it to build your eForm.

Note: Although you can add multiple source documents to your eForm, only the first one in the list is used at generation time. In addition, even though only the first document is used at generation time, all fields from all selected source documents are configurable using the Admin dialog box.

  1. Verify that you have added the correct source document.
  2. In the repository contents area (the Source Docs tab's left column), right-click the source file.
    Several options appear.
  3. Click add from the menu that appears.

    The file is processed and then added to the Source documents area.
  4. Click save.

Updating a Source Document

When you want to make a change to an existing source document, such as adding or editing existing fields, you can download the document to your local computer (if necessary), make the necessary edit, and then upload the updated version.

  1. If necessary, download the source document to your local computer. This step is necessary if you do not already have access to a copy of the source document.
    1. On the Source Docs tab, in the Source documents area, right-click the document you want to download.
    2. Choose download from the menu that appears.

      The file is downloaded to your local computer. The exact location of the file varies based on your web browser.
  2. Edit the document, as needed, using your forms authoring tool (such as Adobe Acrobat or Microsoft Word).
  3. Once you are done editing your document, re-upload the document.
    1. In the Source Docs tab's repository contents area (the left side of the tab), locate the source document.
    2. Right-click the document, and select upload from the menu that appears.

      The Really update? dialog box appears, informing you that the source document is currently in use in at least one form.
    3. Click Yes.
      The File Upload dialog box appears
    4. Click the Browse button, select the document you uploaded, and click Open.
      You are returned to the File Upload dialog box, and the selected document is listed.
    5. Click Upload.
      The source document is processed and all necessary updates are made to your eForm, based on the changes you made to the source document.
  4. On the Fields/Sections tab, click the reparse button to rescan the source document and update the field information.
  5. Edit your eForm, based on your source document changes, using the tabs on the Admin dialog box.

Removing a Source Document from an eForm

You can permanently delete a source document from your eForm (or Document Package) using the remove option.

Important: All fields from a deleted source document will disappear (permanently, once the eForm is saved) from the Fields/Sections tab. The exception is if a field is referenced by another source document that is part of the eForm definition. In this case, the fields will remain available from the Fields/Sections tab.

  1. On the Source Docs tab, in the Source documents area, right-click the document you want to delete.
  2. Choose remove from the menu that appears.

    A confirmation message appears.
  3. Click Yes to verify that you want to remove the source document.
    The document is removed from the Source documents list. However, it is still available from the repository contents area (as highlighted below).
  4. Click save.

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