In ELMA, you can configure forms for document registration.
When registering a document, you have to specify many parameters. For convenience, you can create links with registration parameters (e.g. create an Incoming Mail link and configure a set of parameters for it). You can add a set of links to a document, thus getting a convenient interface for registering documents.
For example, a user, Ann Carter, often registers incoming and outgoing contracts.
To configure registration of these document types, go to Administration – Document Management – Document Registration Settings(fig. 1):
click Create Web Document to create a web document with two Document Registration links, in which you have to specify registration parameters for Incoming Contract and Outgoing Contract document types;
link the created document to a user/users by clicking the plus icon (fig. 1) and the Add button (fig. 2). You can link only one web document to each user.
Fig. 2. Dialog box for selecting a user and a web document
add a link between a user and a web document (fig. 2).
In this case, the Document Registration web document is linked to Ann Carter. The document contains links with registration parameters of Incoming Contract and Outgoing Contract types. This means that when Ann Carter clicks when working with records management, she will see a window with the content of the web document (fig. 3).
when working with records management, she will see a window with the content of the web document (fig. 3).