Save forms
After you have filled out a form, you can save it to a folder in an object store in Workplace. When a form has been saved, it is called a form data document. If you have permission, you can also open and modify the most recent version of a saved form.
For information about saving offline forms, see the Desktop eForms help.
NOTE If you submit a form with a Status Verified signature cell as part of your business process, the state of the signature cell remains as Status Verified. However, if you save the form, the state of the signature cell returns to Status Unknown or Status Failed.
To save forms to Workplace
- Open a form and fill it out.
- Click Save on the form toolbar. The form
is saved automatically according to the instructions in the Document or Workflow
Policy and the form is closed.
Or
The Add Document wizard displays and one or more of the following steps are available:
- Select Folder Click one of the folders listed in the path to specify a new location for the form.
- Set Properties Specify a title for the form and a major or minor version.
- Set Security Select the appropriate security policy and user and group permissions.
- Click Finish to save the form data document.
- Click Launch if there is a workflow associated with the form and you want to launch it or OK to close the Add Confirmation page.
To open saved form data documents
- On the Browse page, click the name of the form data document to automatically
check it out and open it in a new browser window.
When you click the name of the form data document on the Browse page, the released version of the form is opened; the current version is opened if there is no released version.
NOTE If the form data document does not have a Save button on it, it's not the current version of the form and it cannot be modified. Click Get Info to view the Information page and then click Versions to view the versions of a form.
You can modify the current version of a form if it has not been signed or if the signature has been deleted.
- Click Save to automatically check in the form data document as a new version. Click Exit to cancel the check out and changes you made.
To launch a saved workflow form
- Open the form data document and click Launch
to launch the workflow.
For more information, see Workflow based form operations.
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