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--- document_manager [2015/03/10 19:33]
andrewbreese created
+++ document_manager [2018/09/10 19:20] (current)
andrewbreese
@@ Line 1: / Line 1: @@
-**Manage Documents**
+**Building Forms**
+Users with Manage Forms permission can create and edit forms with a unique reference ID that will be linked with the [[runform url]] for example document form reference 566 will link to a membership application form: https://cuforms.org.uk/runform.php?htmltype=html5&article_id=6377
+To create a new form select 'start a new form'. This will open the form summary page and allow you set the parameters for the form
+Form functions allow you to define the type of document you are building
+  * Standard Article - a simple page (similar to a webpage) containing text, images and tables
+  * Standard Form - a form for customers to complete
+  * Order Form (with monetary values) - like a Standard Form, but allowing you to include products with set pricing (eg white goods)
+The standard form creates user input segments as well as text information. So you may want to describe an action with a short text description followed by a user input field. For example:
+**//Text to display://** 'What is your marital status'
+**//Input field://** would be a dropdown list the form user would select for the answer
+Example:https://cuforms.org.uk/runform.php?htmltype=html5&article_id=6377
+You can setup an email receipt for forms submitted to prompt you that someone has submitted a form
+The form can create a workflow. Details of the workflow are in [[usingworkflow|using workflow]]
+Font size, type and background colour can also be configured
+Once the basic form has been established the next step is to [[create document segments]]
-Within the Website Administration users are assigned Manage Documents. This allows them to create a form with a unique [[reference ID]]

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