Update E-form Template is used to update an E-form document to the latest version of the E-form template


Settings


    • E-form Template is the E-form that you want to update this Document to.


    • Active Document - Check this ON to update the active document. This will ONLY work if the workflow is acting on a routed Document and not a Record.


    • Found Documents - Check this ON to convert ALL documents that match the Cat/SubCat/Name or OFF to convert the first one that matches. This only happens if there is no Active Document or the Active Document is not checked on.


    • Find Documents - Specify the Category / SubCategory / Name of the Documents to update. The Documents in the active Record are queried and the Documents matching these values are updated.




The Category, SubCategory and Name fields can contain static values or variables.