How To Configure Published Forms to Use Connect Agents

Prerequsites:

· The eForms Server must already be installed.

· The DocuShare Content Intake Manager must already be configured.

· The DocuShare Connect Agent must already be defined.

Note: For detailed instructions on how to install the eForms Server, Content Intake Manager and/or define the Connect Agent click the solution link listed at the bottom of this page under Related Items.

The user responsible for creating forms installs and uses the Form Designer software. After the designer creates and publishes the forms, you configure them for use with the connect agents.

1. Open the LiquidOffice Management Console.

2. Under Folders, open the Forms folder to display the published forms.

3. Double-click a published form.

4. In the Properties window, click the Data Exports tab.

5. From the Add New Export menu, select a connect agent.

6. Click the Add button.

The XML Export Setup window appears.

7. In the File Name field, enter a filename. The filename is used to prefix the form title in DocuShare.

8. Under Document Export Properties, click the Include form checkbox.

9. Click the Flatten form image checkbox.

Note: If you do not select Flatten form image, then the form content will not be indexed in DocuShare.

10. Click OK; then click OK again.