Getting Started

📝 Note: You need access to Doc Gen Studio to follow these steps. If you do not have access, contact your system administrator.

This guide shows how to create and use your first Smartform in Doc Gen.

Step 1: Open Studio

• Go to your start page
• Click the Studio card

Step 2: Create a Smartform

• Click Create form
• Choose:
  • A template (a ready-made form you can reuse), or
  • Create empty form
• Enter a name (for example: My first Smartform)
• Press Create

Step 3: Design your Smartform

You can now edit your Smartform.

• Add or update fields using the Items panel on the right
• Adjust layout and content
• Make sure everything looks correct before continuing

In this example, we use a simple Smartform layout to keep things easy to understand.

Step 4: Publish and open the Smartform

• In the Actions section on the left:
  • Click Publish to save the Smartform
  • Click Activate to make it available
  • Click Create Form to open the Smartform

The Smartform will open in a new window.

💡 Tip:
You can also open a Smartform from the Smartforms list by selecting it and clicking Create form.
This is useful when working with existing Smartforms.

Step 5: Fill out the form

• Enter data in the Smartform
• Click Submit

After submission:

• The form becomes read-only for the user

Step 6: View submitted data

• Go back to the Smartform in Studio
• In the top toolbar, click the three dots (⋮)
• Select Records

Step 7: Review the result

• In the Records view, find your Smartform
• Status will show as Completed
• Select the entry to view submitted data

Result

You have now:

• Created a Smartform
• Published and activated it
• Filled it out as a user
• Viewed the submitted data

You are now ready to continue working with Smartforms in Doc Gen.