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  1. Enter your PaperVision/ImageSilo entity, username and password and click the login button
  2. The wizard connects to your account and now displays a dropdown with all your PaperVision/ImageSilo projects
  3. Select the project where you want to save the form submission
  4. Select the image type: PDF, TIFF, JPG, or PNG. # Select PNG or JPG from the Send Snapshot dropdown. PDF is the default option. Select the blank option from the dropdown to exclude this attachment in the submission.
  5. Check the XML checkbox if you want to store the xml data document in addition to the form image document
  6. Click Next

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  1. Attachments uploaded to your form/flow are included if the Files checkbox is checked. This checkbox is checked by default. Uncheck it to exclude attachments in the submission.   
  2. Attachments uploaded to your form/flow are included if the Send Files checkbox is checked. This checkbox is checked by default. Uncheck it to exclude attachments in the submission.
  3. choose  the action you want to take from the Send Gen Forms control if you have Pixel Perfect mapped PDFs (ex: W-4, I-9 etc…) associated with your forms/flows, 

    1. Check All to send all the Pixel Perfect PDFs. This is the default value.
    2. Check None to send none of the PDFs.
    3. Check Select to display a list of all the PDFs associated with your form/flow. Click the ones you want to be part of the submission. Hold down the Shift key then click the files in the list to select all PDFs or hold the control key and click specific PDFs.
  4. Click Next

  1. The wizard connects to your selected project and retrieves the list of key index fields from PaperVision/ImageSilo
  2. Map each PaperVision/ImageSilo key index field to a field on your  form. The dropdown contains a list of all the form fields listed by field name (not field label).
  3. Click Finish

Your form is now connected to PaperVision/ImageSilo. When you use your form and click the submit button the form image, any attachments and the xml document (if you selected that all items selected in the doc action wizard ) will be saved into your PaperVision/ImageSilo project.

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