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Creating Form Templates

Create HTML forms that users can fill out directly within infoRouter to generate documents.

What Are Form Templates?

Form templates are HTML forms that allow users to create documents directly inside infoRouter without external applications. Data entered is saved in XML format for easy editing and searching.

Benefits of Form Templates

Benefit Description
Direct creation Create documents inside infoRouter
XML storage Form data saved in searchable XML format
Easy editing Edit documents using the same template
Flexible rendering Display documents using different templates

How to Create a Form Template

  1. Create your HTML form using any HTML editor (Visual Studio, Dreamweaver, SublimeText, etc.)
  2. Navigate to the Form Templates library in infoRouter
  3. Click New → Upload
  4. Upload your HTML form file

Automatic Availability

Once uploaded, your form template automatically appears in the template list when users select New → Document from Template.

Technical Requirements

Important Considerations

Follow these guidelines to ensure your form works correctly:

Requirement Details
No radio buttons Use dropdown/combo controls instead
Form tags required Include proper <form> and </form> tags
Unique names All form control names must be unique
Test first Verify form works before uploading

Best Practices

Getting Started

  • Review the built-in form templates for examples
  • Keep forms simple and user-friendly
  • Use clear field labels
  • Test thoroughly before deployment

Documentation

Resource Description
Form Template Admin's Guide (PDF) Complete technical reference

See Also