Configurable Forms - Document Packages
Where do the listed documents in the Document Package section come from in the configurable form?
This list is populated from Packages created in Document Management.
Contract or Account Explorer > Document Management > Generation tab
Any Package created in this module will appear in the list.
Administration > Document Management
Any document packages created in this module will appear in the list.
Configurable Forms Demo Video
See linked video for complete details. The linked 7 minute video shows how configurable forms (a.k.a. application templates) are used in ASPIRE. The attached Reference Guide provides a summary of the information provided in the video. Click here ...
Editing Configurable Forms
See attached document for complete details. The attached document will provide an overview of the screens utilized for a user, with no security restrictions, while interacting with configurable forms within ASPIRE. Configurable forms are intended to ...
Document Templates Training
Please see the attachments for detailed information, recording available from within the Vimeo weblink Two Attachments available + a link for the Recorded Training: 1. Detailed notes that accompany the Recording, titled "Document Templates ...
Setup a Configurable Form Video
See attached documents and linked videos for complete information. The series of linked videos covers the process of creating a configurable form with demonstrations of key sections. The attached PowerPoint deck follows the video, and the Reference ...
The Correct Document Type for Importing Microsoft Word document into ASPIRE for Doc Tagging
While you may have heard that you need your Microsoft Word Document to exist as a .xml document, you probably noticed there are a few different options available as an "XML" document option when saving your Microsoft Word document to your computer ...