DocuPhase Forms latest - This documentation is for DocuPhase Forms v11.3. Not for you? Earlier documentation is available too.
Training Videos
- Megan Ellis
These short videos provide a tour of DocuPhase Forms and will help prepare users for the Mini-Training Workshops and New User Training.
Quick Tours
These videos help orient you to DocuPhase Forms by taking you on a tour of the Designer features. Watch these videos before you attend one of our training classes so you can get the most out of one-on-one time with our team!
Projects Home Page
The Projects Home Page is the first page you see when you log in as a designer. Learn how to find and use the many features available on this page such as installing a prebuilt template, creating your own form or workflow, and searching your content.
Forms and Workflows Home Page
The Forms and Workflows Home Page lists the resources contained in your project. Watch this video to learn more about using the Form/Workflow Action menu which allows you to share, download and manage your content.
Forms Guided Designer
The Forms Guided Designer is the heart of DocuPhase Forms - this is where you will build and customize the form your users will see. Follow along as we discuss the features of the Forms Designer including the form canvas, rules editor, PDF mapping, and managing form settings.
Form Settings
DocuPhase Forms offers many options to customize your user's experience and what happens to your data when a form is submitted. This video will help you navigate these features so you can optimize your forms and workflows.
Palette Controls
The videos in this series discuss the purpose and some property settings for the palette controls (fields in your form), grouped by control type.
Input Controls
Input controls like text, email, and money controls allow users to enter information in your form. Learn about all the available input controls in this video.
Selection Controls
Selection controls allow users to choose from a list of options. Watch this video to learn how to use the different types of selection controls.
Group Controls
Group controls help organize your form, set up a user-friendly layout, and set digital signatures. Learn how in this video.
Other Controls
DocuPhase Forms offers a number of different controls types that allow you to customize your forms. Check them out by watching this video.
Database Connector
Setting Dynamic Dropdown Options
This video shows you step-by-step how to set Dynamic Dropdown Options (no coding needed!) In this example, we are using the DocuPhase Forms Database Connector as a webservice to set options in a Dropdown control.
The Doc URI Approach: CRUD Operations on a Table/Repeat
In this video, we show you how to use the simple, no-code-needed Doc URI feature to perform Create, Read, Update and Delete operations on your database using a table control in your form.