Creating a Form Type

You create form types with the Create Form Type window in the Administration module.

  1. On the Insert tab, in the Create New group, click Form Type.
  2. On the Create Form Type window - General tab, enter the name for the form type.

    You can enter up to 32 characters, including spaces (leading and trailing spaces are removed). The name, which must be unique, is not case-sensitive.

  3. Enter a description for the form type.

    The description appears whenever form type properties are displayed. You can enter up to 80 characters.

    Notice that the document class associated with this form type appears in the Document class text box.

  4. If the form type contains a fixed number of pages, check Fixed number of pages and select the number of pages.
  5. Select the Image tab and select page-level image cleanup settings:
    1. Select a permanent image cleanup profile. Click Edit to define a custom image cleanup profile.
    2. Use the Confidence slider to set a page registration confidence value. Check Register all pages to force all pages to be registered.

      You can select any value from 0 to 100, with 0 being the lowest level and 100 being the highest level. This value is applied to all pages being registered. By default, only the first page of a multipage form is registered.

    3. Use the Threshold slider to set a field recognition threshold value.

      You can select any value from 0 to 100, with 0 being the lowest level and 100 being the highest. This threshold is applied to all zones in the form defined for automatic validation.

  6. Select the Page Level Bar Code tab and select bar code recognition settings:
    1. Select a bar code recognition profile. Click Edit to define a custom recognition profile.
    2. Select the maximum bar codes to search for on a line.
  7. Click Apply to save your settings without closing the window.
  8. Click OK to save your settings and close the window.