Take a form offline

You will likely get forms from a Workplace or other distribution point on your organization's network. If this is the case, and the form policy allows it, you can take a form policy offline. This is useful because you can fill out forms in Desktop eForms without being connected to the network. When you've finished with your form and have access to the network, you can put the form back in Workplace.

Some of the form's features behave differently when the form is offline than they do when you open the form in Workplace.

To take a form policy offline

  1. Log in to Workplace.
  2. Navigate to the form policy you want to take offline.
  3. Right-click the form policy and select the Take Form Offline command.
  4. You can open and fill out the form right away or save it to your local machine and fill it out later. In the File Download dialog box, do one of the following:

NOTE  If you need to search for an offline form, the extension is ".ofp."

Save an offline form

In Desktop eForms, offline forms are saved as drafts in a location that's determined automatically. For instructions on saving a form draft, please see the Desktop eForms help.