Welcome > Data module > Extraction groups > Add a document type > Add forms to a document type

Add forms to a document type

You can use a form for multiple document types.

  1. On the Home page, click Data > Extraction Group.
  2. Select the document type.
  3. Click the Forms tab.
  4. Consume the Validation, Verification, Scan and Document Review forms in their respective fields. For example, consume 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 for more information.

  5. Click Release Save and Release.

    • If the document type is locked by other user, the system displays a message and the forms are not created.

    • If the document type is locked by the current user, the system displays a warning. If the user proceeds, the forms are created and the properties of the document type are updated.

    • On regenerating the Validation, Verification, Document Review or Scan forms, either overwrite the existing associated document forms or create new forms. The regenerated forms have the associated document name.