Setting up documents on Forms template applications

When you use applications built from the Forms template, you must set up the document types, page types, and field types that are needed to replicate the form that you want to capture. The next time that the document is scanned, FastDoc recognizes the document, and automatically populates data in the fields that you set up.

To set up documents on Forms template applications:

1. Start FastDoc in Datacap Server mode.
2. Log in to your application created from the Forms template.
3. Click the Configure documents, pages, and fields icon.
4. In the Batch Structure pane, select the Batch name, such as Forms, and click Add Document. The Batch name is the same as the application name.
   1. Enter a unique name for the Document Type. For example: Tax Form.
   2. Check Enable for Use rulesets from and select Document. The document rulesets will be run whenever this new document type is encountered.
   3. Click Add.
   4. Add the remaining documents that you want to include in this batch.
   5. Click Save.
5. Select a new document and click Add Page.
   1. Select Create New to create a new page type and enter a page name. For example: Tax Form Page 1.
   2. Check Enable for Use rulesets from and select Page. The page rulesets will be run whenever this new document type is encountered.
   3. Select Use Existing if you want to use a page type that is already defined.
   4. Click Add.
   5. Add the remaining pages that you want to include in the document. For example: Tax Form Signature Page.
   6. Click the Settings tab for each page and configure how many of the page type can be in the document and how to position the page type in the document. These settings are used to split pages into separate documents. If you set Maximum to 0, there is no limit on the number of page types in the document. Setting both Maximum and Minimum to 0 allows the page to be either present or missing with no restrictions. Setting both Maximum and Minimum to 1 will cause a new document to be created every time the page is encountered.
   7. Click Save.
6. Select a new page and click Add Field.
   1. Select Create New to create a new field type and enter a field name. For example: Last Name.
   2. Select Use Existing if you want to use a field type that is already used in another document.
   3. Click Add.
   4. Add the remaining fields that you want to include on the page of the document.
   5. Click the Settings tab for each field and configure the field settings by using the hover help text for each field as a guide.
   6. Click Save.