A DocuPhase Forms project enables you to conveniently group forms, workflows, schemas, and documents together and work with them as a coherent unit. Projects are portable. You can download projects and then upload them to other users or other DocuPhase Forms servers.

Open

The My Projects page lists the projects that you have created in order of date created, with the newest on top. You can Sort the list by Created Date or Name. On this page, you can:

• Click the Add icon to add content.

• Click the Guided Tour icon  to launch the Guided Tour.

• Click the Page Help icon for information about the features on the Projects Homepage.

• Click the Action Menu icon to view and edit the project.

• Use the Quick Start links for step-by-step instructions.

Add Content

Click   to add content.

Open

Install a Template

Click  and select Install a Prebuilt Template to select a published template and install it into your DocuPhase Forms Cloud tenant with a single click. Workflow Templates automatically launch a Guided Tour after installation. The Guided Tour will show you how to run the workflow and explain the Workflow Designer screen so that you can make small modifications. 

Create a New Workflow or a New Form

Selecting Create a New Workflow or Create a New Form will prompt you to either create a new project or add the new content to an existing project.

Select Add to New Project to create a project. DocuPhase Forms will prompt you to name the new project. Click Finish to create the project and the new form/workflow. You will be automatically sent to the Form/Workflow Designer where you can rename the Form/Workflow and begin customizing it. 

 Select Add to Existing Project to select from a list of your existing projects. After you select the project, click Finish to go directly to the Form/Workflow Designer where you can rename the Form/Workflow and begin customizing it.

Upload a Project

Click the icon and select Upload Project at the top of the My Projects page. Choose a valid zip file that was downloaded earlier using the project download feature or the application download feature in versions prior to v9.1. The file must have the suffix _project.zip or _app.zip. The uploaded project immediately appears in your list of projects. If you are trying to replace an existing project with an updated version, click the Replace checkbox then click Upload. The updated project appears alphabetically in the project list replacing the previous version.

Projects can also be copied by checking the Copy checkbox. The copied project appears in the list with the same name as the original but with a different id, allowing projects to be uploaded multiple times. The newly copied project will be independent of the original; any changes you make to the copy do not affect the original and vice versa.

The newly copied project will appear at the top in the list of projects. When a project is uploaded as a copy, all of the forms, images, locales, and schemas which were downloaded in the project zip file (_project.zip or _app.zip) will be present in the copy.

Create a New Project

Create a new project by clicking on the   icon and select Create New Project. Give your Project a name in the Create New Project pop-up window. Click Finish to go directly to the Forms and Workflows homepage in the newly created project. 

Link to a Project

You can share a project with other users via the Share and Link operations. For example, the manager in a company training department wants to make training forms available to the other trainers to use but not modify. The training manager provides the link to the project. See Sharing a Project below. The other trainers 1) click on the icon, 2) select Link Project, 3) enter the share URL of the manager's project and 4) click Finish. The other trainers will be able to use forms and workflows from the linked project, but cannot modify them or create new ones. If the training manager adds, deletes or makes any updates to the forms/workflows in the original project, the changes will be reflected in the linked project used by the other trainers.

Project Actions

The Action Menu (three dots) icon allows you to Open, edit Properties, Download, Share or Delete a project.

Editing a Project

Click the project name, or select the Action Menu (three dots) icon next to the project name and select Open to edit it. You will be taken to the Forms and Workflows page for that project.

Project Properties

Click the Action Menu (three dots) icon next to the project name and select Properties. On this page, you can update the name and description for your project, choose one of the layouts provided by DocuPhase Forms, and specify a base URL for your Form Action and Doc Action properties. The Project name and description are each limited to 255 characters.

Styles can be selected from a dropdown that will show all the styles in the tenant as choices including four global styles (Blue, Neutral, Green and Aqua). New and existing projects will always have a color scheme (default is Blue). See Layouts and Styles for more information.

Base URLs: DocuPhase Forms will prepend the base URL to any URLs specified in the form designer Form Action and Doc Action wizards which are not absolute. For example, if your project base URL is http://www.myhost.com and your form's doc action is /service then DocuPhase Forms will prepend the base URL to create http://www.myhost.com/service. If your form's doc action is fully specified however such as http://www.myForms.com/service then this overrides the project's base URL.

Downloading a Project

Click the Action Menu (three dots) icon next to a project's name and select Download to download it. This will download a zip file to your local disk. The file will contain the forms, images, locales, and schemas included in the project. Save the file and you can upload it back to a DocuPhase Forms server at a later time.

Sharing a Project

Click the Action Menu (three dots) icon and select Share to share a project with another user. When you click the icon, a wizard appears that contains this project's URL.

Copy the URL and then paste it into the Projects#LinktoaProject for the user you want to share the project with. This will create a new project linked to the original one.

Deleting a Project

Click the Action Menu (three dots) icon next to a project's name and select Delete to delete it. Confirm your choice in the dialog that pops up and the project will be immediately removed. This is an irreversible process so make sure you do not need the project before you delete it. You can always download the project and save it before you delete it.