Configuration
The Configuration page lets you manage advanced settings for your Smartform, including general options, PDF generation, archiving, reminders, and schema.
General
- Smartform name: Set the name for your Smartform.
- Category: Organize your Smartform by category.
- Tags: Add tags for filtering and searching.
- Authentication Template: Select a template if authentication is required.
- Retention Policy: Choose how long data should be retained.
- Workflow: Load data to Smartform on initial load.
PDF Configuration
- Engine: Select the PDF engine (e.g., Centerpoint) for document generation.
Archive
- Archive: Send Smartform to archive.
- Archive when created: Automatically archive Smartform upon creation.
When you select one of the archive options, you will get the option to add values to fields SEARCH7–SEARCH10.
Click the + icon in a box to choose a dataset or a Smartform field.
When the form is submitted and archived, the search boxes will be populated with the values from the form.
💡 This makes it easy to find and filter archived Smartforms using the values you entered.
Other Configurations
- PDF: Generate a PDF when the Smartform is submitted.
- Has Power of Attorney: Mark if the Smartform includes power of attorney.
Reminders
- First/Second: Set up reminder notifications for users.
Schema
- View: Click to view the data schema for the dialog.
💡 Use the configuration page to control how your Smartform behaves, integrates, and is managed