Form basics
You can use Workplace to manage your forms. Forms are opened from form policies and form data documents. You save forms to folders in object stores in Workplace. You can also edit forms that have already been filled out. In some cases, form policies can be taken offline and filled out using Desktop eForms. Please see About offline forms for more information.
In Workplace, you'll see the following types of forms:
- Form templates contain the intelligence and graphic elements of a form.
- Form policies:
- A document policy opens a blank form without a workflow associated with it.
- A workflow policy opens a blank form that has a workflow associated with it. For more information about forms with associated workflows, see Launch workflow from a form.
- Form data is a saved form that was originally opened from a form template or form policy.
Forms open in your browser window. You fill out a form by entering information in fields.
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