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Managing Forms
The Forms Manager itself allows the creation of a typical folder structure and assigning form templates to these folders.
Form templates can be added with the New Form function, but can also be added by dragging & dropping one or multiple forms to one of the folders created in the form library.
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Using Acrobat Reader Forms (PDF)
For using Acrobat Reader forms you can use or create PDF files containing form elements that allow the input of additional data. The following limitations apply:
- The PDF file must allow the saving of the PDF file including the entered data.
- The PDF file shouldn't have any digital signature. Digital signatures will be removed while storing the file with filled data.
- PDF files without any interactive input fields can't be used.
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Using Microsoft Excel spreadsheets
The forms can be created in Excel and can also use the Protection feature for limiting input to selected cells only.
As the built-in editor doesn't support all Excel features, the following limitations apply:
- The spreadsheet shouldn't include any macros and shouldn't have any 3rd party add-on dependency.
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Using Microsoft Word documents
For creating form templates you can create a standard Word document but also Word Forms are supported. The following limitations apply:
- The document shouldn't include any macros and shouldn't have any 3rd party add-on dependency.