Configure System-wide Form Names

Forms are typically a pre-printed medium, such as a checks or invoices, that must be physically loaded into the destination before a document will complete processing.

You can define system-wide form names to be available for selection when changing documents or submitting documents for processing from the Web UI. See View or Change Document Properties and Submit a Document for Processing.

These system-wide form names will also be available when changing forms for a destination. See Change the Form for a Printer. If you want a form name to be available for all documents and destinations you should add it as a system-wide form.

To configure system-wide form names:

1. Click Admin in the main menu and select Form names from the menu options. The Form Names page opens. It lists any previously defined system-wide form names.

2. Click +Add form name. The Add Form Name window opens.

3. Enter the name of a new system-wide form.

4. Click OK.

5. Click Close on the Form Names window.

To delete system-wide form names:

1. Click Admin in the main menu and select Form names from the menu options. The Form Names page opens. It lists any previously defined system-wide form names.

2. Click the delete icon at the end of the appropriate row.

3. Click Close on the Form Names window.