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Loading Forms

Forms

Updated February 21, 2017

asked on February 20, 2017

There is a process that I want to use forms for. We received invoices in the mail that have to go through a verification and approval process. Is there a way to load them into a form when we scan them instead of having to start a form one at a time?

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replied on February 21, 2017

Hi Denise

Yes, this can be done, It's a a bit advanced and requires both Forms and Laserfiche workflow to achieve what you are looking of using a Forms Approval process to manage the process of reviewing the documents rather than through the WebAccess or the Thick client.

In short, the documents, once scanned, are loaded into the repository. You need to have a workflow that will generate a WebAccess or Weblink URL of the document (Based on your requirements) and then pass that variable along with an Invoke a Forms Process to create the Instance in the Forms Task Inbox. In the Form Design, you need to use a Custom HTML field to create an iFrame which is where the document will be displayed. The Approval process in Forms is created as Normal.

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replied on February 20, 2017

I'm not clear on why you want to have multiple invoices that each require individual approval be a part of the same form submission. Can you expand on the process and the problems with the individual form submission option?

In particular, is there a point at which the form with multiple invoices would be considered "done"? E.g., "after 5 invoices" or "after 4 weeks"?

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replied on February 21, 2017

Yes, we're a medical billing service and we get request (mail, fax, email) for medical records that require is to process each request individually. Currently we use workflow but Forms would give us more control to allow us to direct certain request to the people that need to handle the different situations.

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