A name for the eForm.

A unique 5-character alphanumeric code that helps iSeries applications such as SWS to identify eForms.

A description for the eForm. The description must not exceed 160 characters.

Select the preferred view from the drop-down list. Views created for folder appears here.

Select the preferred language from the drop-down list:

• English (US)

• French (FR)

• Chinese (CN)

Select the eForm configuration name that is used to link multiple eForms. The values in this field are auto-populated on creating the eForm configuration name in eForms Admin.

When enabled, the eForm is submitted automatically upon clicking Finish.

When enabled, provides end users with the option to download the eForm as PDF after submission.

When enabled, allows users to send the eForm link to users through email. When enabled the Click to edit Email details button appears. Clicking this button displays the eForm Email Details pop-up.

• Select Email Template - select the preferred email template from the drop-down.

• Email Subject - the subject of the email to be sent to the user.

• To Email - the email address of the receiver user. Multiple email addresses can be added, separated by a semicolon.

• Include eForm as attachment - enabling this flag includes the eForm as attachment to the receiver’s email address.

• When enabled, guests can access the eform only after a successful OTP verification.

• When disabled, guests can access the eform without an OTP verification. This flag will be disabled by default.

Allows users to add a text field box that helps end users input alphanumeric values (including symbols). End users can modify the height and width of the text field box. The maximum character length must not exceed 255 characters.

Users must be able to provide a display text if the eForm is not linked to any index field. The display text must not exceed 50 characters (Alphanumeric only). Users can opt to enable or disable this field as a mandatory field.

Allows users to add a text field box that helps end users input alphanumeric values (including symbols) in multiple lines. End users can modify the height and width of the text field box. The maximum character length must not exceed 500 characters.

Users must be able to provide a display text if the eForm is not linked to any index field. The display text must not exceed 50 characters (Alphanumeric only). Users can opt to enable or disable this field as a mandatory field.

Allows users to add a date picker that helps end users input the day, month, and year with or without any one of the following symbols:

• Hyphen (-)

• Forward slash (/)

• Dot (.)

• Space

End users can modify the height and width of the date picker.

Users must be able to provide a display text if the eForm is not linked to any index field. Users can opt to enable or disable this field as a mandatory field.

Manual Date Entry in eForms

Guests can manually type or enter the date in the date picker. While doing so, guests must manually add separators (Hyphen, Forward Slash, Dot, Space) as preferred while entering the preferred date in date picker fields.

Predefined separators can be configured while creating or modifying an eForm from the Create eForms and Edit eForms screens. Guests cannot enter any special character as separator other than what is displayed in the date format place holder.

Earlier, guests were allowed only to select the preferred date from the date picker field.

Allows users to add a number field box that helps end users input numeric values with or without the following symbols:

• Comma (,)

• Dot (.)

More than one dot cannot be entered by the end users. The height and width of the number field box can be modified.

Users must be able to provide a display text if the eForm is not linked to any index field. The display text must not exceed 50 characters (Alphanumeric only). Users can opt to enable or disable this field as a mandatory field.

Allows users to add a number field box that helps end users input the social security number with or without a hyphen (-).

The maximum character length must not exceed 9 characters without a hyphen.

The maximum character length must not exceed 11 characters with two hyphens.

End users can modify the height and width of the number field box.

Users must be able to provide a display text if the eForm is not linked to any index field. The display text must not exceed 50 characters (Alphanumeric only). Users can opt to enable or disable this field as a mandatory field.

Displaying Last 4 Digits of SSN

When the Social Security field is added while creating an eForm, the last four digits of the SSN number are displayed, and the remaining numbers are masked as part of the PII data. This is to secure the personal information in the document when retrieved by the integrating product/application. In the Social Security indexing field, the complete SSN value must be displayed without masking. Once masked, guests along with the property agent will not be able to see the SSN.

• If the SSN is 11 digits with hyphen, then by default, the last 4 digits are displayed.

• If the SSN is 9 digits without hyphen, then by default, the last 4 digits are displayed.

The Currency field supports the following field properties:

• Link to an index field. The currency field can be linked only to alpha-numeric index type field.

• Make the field mandatory.

• Make the field read only.

• Users can select the currency code as preferred from the Select a Currency Code drop-down list.

• Users can configure to display the currency as Code or Symbol.

• Users can choose to add thousands separator with or without comma.

Users can configure the round off decimal places for the currency up to 4 decimals or no decimal.

The Phone Number field supports the following field properties:

• Allows index name linking to the eForm.

• Allows users to make the field as mandatory.

• Allows users to make the field as read-only.

• Allows users to include country code in the Phone Number field.

Following symbols and characters are supported when users enter the phone number:

• + (plus)

• () (parenthesis)

• Space

• - (hyphen)

• . (dot)

The country code is displayed in the phone number field based on the country selected from the drop-down list. Users are not allowed to enter more than 10 digits and users are not allowed to enter symbols other than the supported symbols.

Users must drag and drop the Phone Number field on to the E-Form when creating a PDF E-Form. Select the field and click Field Properties to display the Properties pane.

Allows users to add a text field box that helps end users input alphanumeric values (including symbols). End users can modify the height and width of the text field box. The maximum character length must not exceed 255 characters.

Users must be able to provide a display text if the eForm is not linked to any index field. Users can opt to enable or disable this field as a mandatory field.

Allows users to add a drop-down box that helps end users select an option from the drop-down list. End users can modify the height and width of the drop-down box. The maximum character length must not exceed 255 characters.

Users can opt to enable or disable this field as a mandatory field.

Allows users to add one or more radio buttons in the form.

Allows users to add one or more checkboxes in the form.

Allows users to add a signature box that helps end users enter their signature. End users can modify the height and width of the number field box. Users can opt to enable or disable this field as a mandatory field.

Allows users to add an attachment box that helps end users attach documents on the eForm. The Attachment box displayed on eForms appears with a green outline. Users can opt to enable or disable this field as a mandatory field.

Allows users to add hyperlinks that help end users to access the hyperlinks while filling eForms. Users can add as many hyperlinks as required.

Allows users to add an alphanumeric field to auto-generate a unique ID (for example, Purchase Order number) when end users open an eForm with the Auto ID field configured.

The generated Auto ID must contain 6 alphanumeric characters which include 2 alphabets and 4 configurable numbers. For example, AA0000

The Auto ID generated ranges from AA0000, AA0001 and automatically increments until it reaches ZZ9999.

Allows users to add a text field box to populate any dynamic HTML content such as line by line text or a table of text which cannot be fit into any other eForm field type. The data is sent from the integrated application in HTML format which must be displayed as text on the eForm without altering the alignment of the received content.

Allows users to split the layout into multiple columns.

Allows users to group multiple controls. When guests open the eForm, the controls added within the section will be displayed within a rectangular section. To group fields, users must drag and drop the Section control first and then drag and drop the preferred controls in to that section.

Allows users to enter the text that can be hidden in an eForm.

Allows users to add preferred content in an eForm.

Allows guests to access camera from the eForm and upload images directly. The maximum allowed file size is 4 MB and following are the supported image formats:

• PNG

• JPG/JPEG

• SVG

Allows users to reset the eForm.