15.1.5 Adding the three eForm templates to a folder in the target Object Store
The three eForms template files are used as follows:
o FNOL
FNOL – AC -db2.itx
o Request for Damage Estimation
Auto Damage Estimation Request – AC.itx
o Damage estimate
Auto Damage Estimate – AC.itx
Create a new Target Object Store (TOS1) Folder object, under the Root Folder object, for the eForms Templates as shown in Figure 15.34:
Figure 15.34: Create a new Target Object Store (TOS1) Folder for the Forms Templates
Create the new folder with the name EformTemplates as shown in Figure 15.35:
Figure 15.35: Create the new folder with the name EformTemplates
Click Next> leaving the default property settings as shown in Figure 15.36:
Figure 15.36: Click Next> to leave the default property settings
Click Next> using the default retention period as shown in Figure 15.37:
Figure 15.37: Click Next> and use the default retention period
Click Finish to create the folder with the summary of the settings as shown in Figure 15.38:
Figure 15.38: Click Finish to create the Folder with the summary of the settings
After clicking Finish the creation statistics are shown in Figure 15.39:
Figure 15.39: After clicking Finish the creation statistics are shown
Click Close and select the created EformTemplates folder and click Actions and select New Document as shown in Figure 15.40:
Figure 15.40: Select the created EformTemplates folder and click Actions and select New Document
Select the ITX Form Template Document class as shown in Figure 15.41:
Figure 15.41: Select the ITX Form Template Document class
Enter the document title as FNOL-AC-DB2 as shown in Figure 15.42:
Figure 15.42: Enter the Document title as FNOL-AC-DB2 ticking the “With content” tick box
Click Next> and then click Add and Browse to the content as shown in Figure 15.43:
Figure 15.43: Click Add and Browse to the content
Browse, and click Open the highlighted FNOL-AC-db2.itx file as shown in Figure 15.44:
Figure 15.44: Click Open on the highlighted FNOL-AC-db2.itx file
Select the Add Content command as shown in Figure 15.45:
Figure 15.45: Select the “Add Content” command
Click Next after the Add Content Element window is closed as shown in Figure 15.46:
Figure 15.46: Click Next after the Add Content Element window is closed
Click Next> leaving the default property settings as shown in Figure 15.47:
Figure 15.47: Click Next> leaving the default property settings
Click Next> leaving the boxes unticked as shown in Figure 15.48:
Figure 15.48: Click Next> Leaving the boxes unticked
Click Next> leaving the default retention date settings as shown in Figure 15.49:
Figure 15.49: Click Next> Leaving the Default retention date settings
Click Next> leaving the default Storage Area options as shown in Figure 15.50:
Figure 15.50: Click Next> leaving the default Storage Area options
Click Finish to create the document with the summary of the settings as shown in Figure 15.51:
Figure 15.51: Click Finish to create the Document with the summary of the settings
After clicking Finish the creation statistics are shown in Figure 15.52:
Figure 15.52: After clicking Finish the creation statistics are shown
The Refresh button is selected to display the new FNOL-AC-DB2 document as shown in Figure 15.53:
Figure 15.53: The Refresh command button is selected to display the new FNOL-AC-DB2 document
Close and repeat the document import steps above for the other two ITX Form Template files. Auto Damage Estimate – AC.itx, as shown in Figure 15.54:
Figure 15.54: Repeated the Document import steps for the Auto Damage Estimate – AC.itx, template file
The creation status of the Auto Damage Estimate – AC.itx file is shown in Figure 15.55:
Figure 15.55: The creation status of the Auto Damage Estimate – AC.itx file is shown
Repeat the document import steps above for the Auto Damage Estimation Request – AC.itx, template file, as shown in Figure 15.56 :
Figure 15.56: Repeated the Document import steps for the Auto Damage Estimation Request – AC.itx file
Click Finish to display the status of the creation of the Auto Damage Estimation Request – AC.itx template file, as shown in Figure 15.57:
Figure 15.57: Display the status of the creation of the Auto Damage Estimation Request – AC.itx template file
Refresh to see the imported template eForm documents, as shown in Figure 15.58:
Figure 15.58: Refresh to see the imported template eForm documents