Forms

You can use the Validation, Verification, Scan, and Document review forms for a document type. You can use the same form for multiple document types.

Add forms to a document type

  1. Open the extraction group and select the document type for which to associate the form.
  2. On the properties panel, click the Forms tab.
  3. Select the Validation, Verification, Scan, and Document review forms in their respective fields. For example, select a validation form in the Validation field.

    Alternatively, these fields are automatically updated when you generate or update a form with this document type. See Build a document form.

  4. Save or Release the extraction group.