Start Process

Every time you submit a form you are either starting a process or completing a step in a process.

Example: You have an upcoming business trip to Seattle, so you fill out a Travel Request form. While it might look like you're just submitting a form, in reality that submission kicks off a process in which your manager approves the travel request, the office manager books your tickets, and accounting approves the expense.

To submit a form and start a process

  1. Do one of the following:
    • Press Start Process in the Navigation menu on the left.
    • Press My Tasks from the Forms inbox in the Navigation menu on the left. The menu is accessed by swiping right or tapping the menu Menu button button in the top left.Then, press the Plus button at the bottom right to access the forms available to fill out.
  2. If the process is part of a Process Automation project, you can select the project from the filter drop-down menu at the top right. Selecting Global will display all processes. If you do not see the filter, then projects are not being used in Process Automation. You can search for a form by pressing the search button in the top right. Type the search term in the search box, then press Search. To cancel a search, press Cancel You can also press the More Options button and switch between the thumbnail and list view.

    Note: As you type the search term, the list of forms will filter to match what you're typing.

    Fill Out Form List

    Tip: The search term does not have to match the form name exactly. For example, searching for the term expense will return the Expense Report form and the Last Month's Expenses form.

  3. Press the desired form, fill it out appropriately, and submit it. If the form has been configured to display an FAQ, you will see an FAQ section, that when pressed, will expand for viewing.
    • If a form field has been configured to accept barcode scans in Laserfiche Forms, you will see a barcode button to the right of the field. Press the barcode button, scan the barcode, and the field will be automatically populated with the barcode value. A lookup rule configured on a barcode field will run when the value is populated and automatically fill in the fields associated with that lookup rule.

      Note: The barcode field is not supported on Windows 8.1.

      Barcode Types Supported: Aztec, Code 128, Code 39, Code 93, EAN13, EAN8, PDF417, QR, UPC-E

    Form

    • If the form has a geolocation or address field populated, you can press Open in map application under either field to open the location using the device's map application.


    • Note: The geolocation field must be populated with coordinates in order for the map to open.The Use current location option will fail, when using iOS 10 or later, if your Forms server is not using https.

    • Failed form submissions, due to a connection issue, will display a red exclamation mark. Opening the failed form submission gives the user an option to recover or discard the form data that failed to submit. Recovering the form data will recover the values entered into the form before attempting to submit. Discarding the data will revert the form to the values in the original form before changes were made. Users with the self-hosted version of Laserfiche Forms 10.4.4 or later will see a Laserfiche Forms Recovery Page where the Form data can be recovered if the failed submission is due to a Forms issue.

  4. Once submitted, you can press Download to download a PDF of your form submission. Once downloaded, press the up arrow icon in the top right corner to share the PDF to another program or save it to a repository. Pressing Email lets you send a PDF of your form submission via email.

    Note: You can only save the downloaded PDF to Laserfiche if the app is connected to a repository.

    Thank You Page

    Form Download Actions

Signing a Form

Some forms require signatures. To sign a form:

  1. Press the Sign button.

    Form Signature

  2. Do one of the following:
    • Use your finger or stylus to sign or draw a sketch above the line.

      Signature box

    • To apply a typed signature, press the Type button Typed Signature at the top right and enter your name in the top box. Press the Stylelink to choose a font for the typed signature. To change back to drawing mode, press the Draw button Draw Signature.

      Signature Box

  3. Press the black, blue, or red dot to change the color of your signature. If you make a mistake, pressing the Undo button will clear the signature and date (if applied) and allow you to try again. When you're finished signing, press the check mark in the top right corner.
  4. You will be taken back to the form and can preview your signature. In the signature preview, press the Edit button Edit button to edit the signature or the X to remove your signature.

    Remove or Edit SignatureRemove or edit the signature

Adding Attachments to Forms

Some forms require attachments. To attach a file to a form:

  1. Press the action button next to the corresponding attachment field (i.e., Upload, Attach, Choose Files, etc.) and choose to:
    • Upload Document: Let's you upload an electronic file. Uploading an electronic file will open a list of applications you can upload from (Dropbox, Google Drive, etc.). You will be able to preview and sign PDFs.
    • Upload Image: Let's you choose an existing image from the device gallery to upload as an attachment. You will be able to edit and sign the image before attaching it.
    • Take Picture: Let's you take a new photo and upload it as an attachment. You will be able to edit and sign the document before attaching it. You will be able to edit and sign the image before attaching it.
    • Upload from Repository: Let's you upload a document from a Laserfiche repository. When uploading a document from the repository, you will have the option to upload the document's image, electronic file, or text. When uploading the image, it will be converted into a PDF and you will have the option to compress it or leave it in its original quality.

    • Note: You must have the Export feature right to upload a document from the repository as a forms attachment.

      Upload from Repository

  2. Select the file you want to attach.

    Attach File

    If you upload an image or new picture (from the device gallery or a new photo), you will be able to edit and sign it. You will also have the option to compress the image to a smaller size.

    Attachment Compresion

  3. Once attached, press the name of the attached file to see a preview of it. From the preview, you can press the up arrow icon in the top right corner to open the attachment in another program or save it to a repository.

Note: If the form allows, you can save the entered information and finish it later in the Drafts section under My Tasks in Laserfiche Forms.

Favorite Forms

If you submit a particular form frequently, you may want to mark it as a favorite. Your favorite forms will appear at the top of the list.

To make a form a favorite

  1. Press the clear star Favorite Star next to any form you want in your list of favorites. The star will turn yellow Yellow Favorite Star, indicating it has been marked as a favorite.
  2. To remove a form from your favorite forms, press its yellow start to clear it.

    Favorite Forms

Tip: If your device supports 3D touch, you can press the form deeply to pop into and view it.