Welcome to YouTube channel, where we talk about tips and tricks for business technology today, we’re going to go through how to set up a forum using douser’s inherent web form designer think of. This, like the big brother to fillable puffin, that instance that requires you to send pad to somebody via email. The person then has to download it fill it out, saved, save a signed, copy on their desktop and then email it back to Youa, published docuseries form can be accessed via the web by anybody. If it’s made public and they cancan be housed on your website or sent us a links today, we’re goon and go through two things: one the demo of it and then two I’ll show you how it was built all right. So, in our demo system we have a number of forms already set up.

I’M going to use the example of a webinar registration form that. We use internally here at james imaging so in order to launch that I’m simply going toys on my forms. Tab clicks this clipboard icon and.

It’s going to pop up in a new browser when. We use this form. We have the link embedded in an html, invite that we sent to our clients as. You can see it’s a simple form that only required a few bits of basic information we’ve got some pictures and some static information that mimicked the information that they’re tier invite the html email had, making it easy for people to register for the webinar. All four fields are required, as you can see by the asterisks when i hit, submit on this – the registrant getas confirmation page. In the background, we Havea workflow that kicked off an email notification to a couple people on our staff, we’re not going togo over how to set up that email. Notification today, that’s going to be in a different video when. We go to our and here, let’s fill this out, really quick. We are going to use my name and then my email address calm if you have any what that’s my actual email.

So, if you have questions, you can totally email me their Um school, let’s say school of hard knocks, is the school or district that ire present for this educational webinar and? I’M going to hit submit now when we go tour docuseries screen. I had a list of three and have a saved search just running because it was a project that we wanted to keep a close eye on so. I wanted to know how many registrants had at any given time if you’ll notice that, three just changed to a four an email notification got, kicked off to my two co-workersapologize to them later and if. I click that uh, quick note if.

You click it when it’s red, it’s going to, to automatically send you to the correct list, a list being a saved search. However, i could have pushed this down error now that it’s yellow if, i click lists it just pops up with that flyout menu and i could have chosen my list from there but quick little tidbit that docusate gives you um cleared out all of our actual registrants so here, you’re only going To see the testones that i sent through um this one the second one right here: if you’ll click it as you would a guess is the one that we just submitted. All right, um now that you’ve seen that – and this is a web form suit’s going to look very similar to how it. Looked when i built the form itself now that you’ve seen what it does, let’s look at the back side and see how it was set. Upson here comes the fun part, we’re going to switch, I’m going to close that just so you got it. Oh, here’s the confirmation page saying that i successfully so we’re going to close out of all of these.

We’re going to do is get the almighty configure page and you get thereby going to the system flyout menu hitting configurations, as always, I’m the admin in this demo system. So, i have a lot of options. If you don’t have this forms tool, it’s because you don’t have permissions so check with your system administrator. They can get you permissions but. If you go to do it was flyout menu configurations. Here’s your configurations page, we’re under capture, because we want to capture information and go to your forms tool. Here’s where it gets really fun, I’ve got a number of forms. You can see thrones that are published and the ones that aren’t published right now i have all of them. Published if i go to my papercut webinar registration form and hit the pencil tool to edit it’s going to pop up with our forms too so right across. The top first thing always make sure you’re using good naming convention, so name it something that you’re going to know what it Isin.

Two months, when you go back and you have to edit forms or look for something specific this, one was pretty simple for us and then across the top.

It’s basically walking you through the entire process. So, if you go tab by tab, it’s pretty intuitive but I’ll show you each step as we goo we’ve got the designer the submission where you state. What happens when you submit the output super simple for this one indexing values and permissions, the designer tool this gets to be a ton of fun in our instance. Here we created this form using images like the header. You can see. That’s all one image we used fixed text so down here. There you Havea selection of fixed elements, i just always wanted to say register for webinar and the information that’s all fixed here’s where we put in the fields. These are four single lines: text fields they’re all required, and you set all those properties over here in the field. Setting son your right hand, side, um and then that waist really just static text, pictures and four fields. Now, of course, you could drag out Um different things.

Let’s say i wanted to resize docusate tries to help you out by keeping things organized and it snaps it to a grid which. Sometimes it’s super helpful and it makes pretty looking form. Sometimes it’s the death of me. I could drag out multiple choice, so if you can tell, by my background, it’s Christmas so. If i wanted to say instead of field choice, I’m going to say favorite, which and our chat options are classic sure, sorry benedict, i don’t know how to spell your name. Okay, so you saw as i typed it changed Um. These are multiple choice, so you’re only going to be able to choose one option if, you need something where you wanton check box a lot of different options that’s when you’re going to do a drop down or I’m sorry, i check buxom all right, so we are going to delete That because, it was pretty, as is oh one thing that want do, want to show you here.

While we’re here is, if i wanted to collect a signature, can drag this out. I can make this any size. I want uh. Signature is very cool Um because, so many of our forms are now accessed via mobile.

I’M goon and hold up my phone here this field allows us to sign everything with our finger which is becoming more and more acceptable for legal documents.

Um still, maybe not for government documents um, but anything internal we can use that for definitely um and then uh. Let me see here: signature, oh, if you’re if you’re accessing it on a computer, it’s a little bit, more clunky in that you have to sign with amuse. Um still works as an acceptable signature or, a legal, binding signature. However, i like the mobile, especially when it’s something that’s going, to be used on the phone. Okay, so that’s our design tool. Super easy. You saw me drag it. Outi can change the formatting of it very quickly. Can change the information on the page as very important here if i made changes always go up and save early, save often after the design tool, I’m going to switch to the submission tool? This is your when you’re telling the system.

What i want to do with that information once, the registrant or the user hit submit for. Today’s purpose. We’re sticking with that web form it’s going to make outlives a lot easier. Why complicate things although the merge form is so powerful, and cool it basically takes. If you have your own format for a form that everyone’s used to seeing you can turn the form digital, but still the output is going to look exactly like the theft or whatever it is that that your employees, or your co-workers, are used to seeing because you can map the data that They input from all these fields directly on to the formatting that you’re used to seeing, it’s very simple um, but that will beIN a different video and then post submission options.

What is the user going to see?

We wanted to simply show this message after form: submission and, that’s what we chose to write now looking back. Maybe we should have also checked this show a start, a new form button. If multiple people from, the same company wanted to register for the webinar. If we wanted to change that, i just go: upend hit, save and now it’s part of the live form um. You also have an option to automatically redirect them to a new web page but that wasn’t needed for today. Uh next is the output, because we’re choosing web form this one is super simple. You do need to select both options, but so it’s not a flyover tab.

But very simple, all we were doing was selecting the document filing cabinet that was going to, be destined to hold all of the submitted forms. We have one set up for jis, registrations okay um, that’s what denotes the indexing fields you’ll see that in a little bit here and then document format you have a4 or letter. Most people are going to choose, letter again save early, save, often and then moving on to your next tab. Here’s our indexing, soothe indexing fields, I’m going to flip my Tabin, my browser, but we’ll come right back to this so. Our indexing fields are what show up on our results list.

This is our results, list okay, anything that i denote as an indexing field is going to show up here. Now going back to our form indexing the indexing fields as. We talked about in the previous output tab here when i chose the filing cabinet said these are the indexing fields that i want um document type. You have two options for source over here. You can pull from awe form field so something that they input forth document type. I wanted that a fixed value to make sure that i could search within this document type for anybody named anna for anybody named Jim Carrey. You name it um, but that’s what helps me to note that and keep, some consistency to the madness, so a fixed value and i put in my fixed value over hereunder school and, basically all the rest of them.

I just wanted those four fields: that the system or the user. Had input when they submitted that forms the source is a web form field, the values, the field label that we put in under the design tab. That’s where that value resides okay, once we got done with all of that, again save early, save often so hit save once again. The last tab. Very quickly, if you ‘redoing a form like this, where it doesn’t, you’re not doing it, for your internal users, you’re only going, to have one user assigned permissions and, then it’s going to be a public check form if you’re doing something internal where you need specific people to have rights. You click that plus sign and then you can go through and select you know all from all your individual system, users or by roles.

If there were specific, if you ‘retied into your active directory, you can have all department managers have access to it. Youkan, have your executive management team have access to it and then it’ll dynamically changes the roles within your active directory changemakers it easy for administration, but in today’s example super simple. We wanted a public forum here’s the thing about public forums at some point. Everyone is going to create a form that’s beautiful works, just like they. Wanted everything is slick, everything is great, you test it and it looks amazing and then you send it to somebody for to have them testis and they email back what form the links broken chances. Are you forgot to click this little, tiny thing down at the bottom saying public forum, giving everyone else access to it when?

You click it. You also need to configure bandit’s going to ask you for your system credentials to.

Make sure that you do in fact want this information to be turned public. It’s a safety precaution um! So, you just input your document password validate credentials hit okay all right after we’re done with all of that. Adhit saves one last time. It is now time to publish your form, and that is like when you’re absolutely you know like you, can throw the confetti you can break a bottle of champagne. You’re good to go up or just send it off for testing Um, but it’ll show you the link to the document so that’s.

What you can start embedding in web pages you can send links to your html like you’re in this case we sent it to the marketing department you can open in a browser to look at it and there you go there.

Is your web form all right,

so, i believe that covered everything that we could possibly cover maybe with web forms um, congratulations, on that, so use the comment thread below let us know how your first web form turns out, give our channel a follow if you want to be notified, about new business Technology tips and tricks if you would like to schedule a personal demo of, the webinar system that we’re using today.

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