Create a new form

When you create a new form, the form is based on a template that determines the form’s fields. Developers create form templates by using EMC Documentum Forms Builder. To use form functionality, you must be assigned the user role of form_user, which is defined by the Forms DocApp.

To create a form:

  1. Navigate to where the form will be created.

  2. Select File > New > Form.

  3. In the Form Name field, enter a name for the new form.

  4. In the Template field, select the form template used to create the form.

  5. Click Next.

  6. To enter data in the form, see Enter data in a form.