Add Archive to TCM Step to Enterprise Forms Delivery Definition

Add Archive to TCM Step to Enterprise Forms Delivery Definition



Description of Issue

Set up Enterprise Forms delivery definition to archive specified form in TCM

Like to archive forms to TCM

How to archive forms images in TCM



Context
  • Munis

  • ReadyForms

  • Enterprise Forms

  • TCM

  • EERP

  • Delivery Definitions

  • Archive

  • Step

  • RF

  • EF



Cause

Archive steps doesn't exist or setup incorrectly.



Resolution

Navigate to System Administration > Printer / Device Administration > ReadyForms > Delivery Definitions

  1. Click Search to locate a delivery definition, or Add to create a new one

    1. Creating or Adding a ReadyForms Delivery Definition

  2. Click Accept

  3. Under the Steps heading, click Add

  4. In the Name field, under the Step Details heading, enter a name for the step (ex. 'Archive to TCM')

  5. Under the Templates tab, check the box of the form template to be used

    1. Make sure the Template output is PDF and not PCL.

    2. Make sure Template is configured correctly: How to create a new template with Enterprise Forms

  6. Under the Actions tab, check the box that has Archive next to it.

    1. If the document type does not select the correct document type for your form, select the correct document type in the drop down.

  7. Click Accept