HTML Forms
Within PinPoint, you can create and send HTML forms to be submitted back to PinPoint as new documents. HTML forms can be sent to non-PinPoint users, as well.
Begin by clicking Admin in the PinPoint menu on the left, then go to Fileroom > HTML Forms.
Add HTML Form
- Click the Add Form button.
- Enter the form Name.
- Select the Doc Type you want the submitted forms to be filed as.
- Select the Cabinet, Folder, and Sub-Divider you want the submitted forms to be filed to.
- Create your HTML form or paste the HTML code of an existing HTML form.
- When finished, click Save.
Send Static HTML Form
A static HTML form means that when it gets submitted, the form will be filed according to the Doc Type, Cabinet, Folder, and Sub-Divider that was selected when the form was added.
- Under the Actions column, click the Static Form button next to the HTML form you want to send.
- Enter the Emails you want to send the form to, or you can copy the link to the HTML form and paste it in your website for example.
- If you are emailing the HTML form, click the Send button when you are ready.
Send Custom HTML Form
A custom HTML form means that when it gets submitted, the form will be filed according to the Doc Type, Cabinet, Folder, and Sub-Divider that you select when sending the custom form.
- Under the Actions column, click the Custom Form button next to the HTML form you want to send.
- Select the Cabinet, Folder, and Sub-Divider you want the submitted forms to be filed to.
- Select the Doc Type you want the submitted forms to be filed as, then fill in the required metadata fields assigned to the Doc Type.
- If you wish to enter a Start Date and End Date you have the option to do so.
- Enter the Doc Name that will get assigned to the submitted forms.
- Enter the Emails you want to send the form to.
- When ready, click Send.
Upload File via HTML Form
If you need separate files submitted with an HTML form, you can do so using the Upload File button.
- Under the Actions column, click the Upload File button next to the HTML form.
- Enter a Name for the file.
- Check Required if the file must be submitted with the HTML form.
- Enter a Tooltip if needed.
- When ready, click Save.
View Form Requests
You can view your form requests by going to Locating > Form Request within the PinPoint menu on the left.
Here, you can manage all HHTML form requests you have sent to others.