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Fill Out Form

Every time you submit a form you are either starting a process or completing a step in a process.

Example: You have an upcoming business trip to Seattle, so you fill out a Travel Request form. While it might look like you're just submitting a form, in reality that submission kicks off a process in which your manager approves the travel request, the office manager books your tickets, and accounting approves the expense.

To submit a form and start a process

  1. Press Fill Out Form from the Forms inbox in the main menu on the left. The main menu is accessed by swiping right on the navigation bar at the top of the app on a touchscreen device. Alternately, press the back button Back buttonuntil you see the main menu button Menu buttonin the top left.

    Fill Out Form

  2. You can search for a form by pressing the search button in the top right. Type the search term in the search box, then press the search key on your device. Press the X in the top right to cancel a search.

    Note: As you type the search term, the list of forms will filter to match what you're typing.

    Fill Out Form list

    Tip: The search term does not have to match the form name exactly. For example, searching for the term expense will return the Expense Report form and the Last Month's Expenses form.

  3. Press the desired form, fill it out appropriately, and submit it.

    Form

  4. Once submitted, you can press Download to download a PDF of your form submission. Once downloaded, press the up arrow icon in the top right corner to open the PDF in another program or save it to a repository. Pressing Email lets you send a PDF of your form submission via email.

    Note: You can only save the downloaded PDF to Laserfiche if Mobile is connected to a repository.

    Thank You Page

Signing a Form

Some forms require signatures. To sign a form:

  1. Press the Sign button.

    Sign a form

  2. Use a stylusor your finger to sign the form. Press the gray, blue, or red dot to change the color of your signature. If you make a mistake, press Clear to try again. When you're finished signing, press the check mark in the top right corner.

  3. You will be taken back to the form and can preview your signature. In the signature preview, press the Edit button Edit button to edit the signature or the X to remove your signature.

    Remove or edit the signature

Adding Attachments to Forms

Some forms require attachments. To attach a file to a form:

  1. Press the action button next to the corresponding attachment field (i.e., Upload, Attach, Choose Files, etc.) and choose to upload a document, an image, or take a new picture.

    Form Attachment

  2. Select the file you want to attach. If you upload an image or new picture, you will be able to edit the image before uploading it.
  3. Once attached, you can press the name of the file to open it in another application.

Note: If the form allows, you can save the entered information and finish it later under Drafts in Laserfiche Forms.

This documentation is specific to version 9.3. You can find the most up-to-date help files for the latest version at Current Online Laserfiche Product Help Files.

For further help or feedback, please see the Laserfiche Support Site. 		© 2015 Laserfiche. All Rights Reserved.