Set the title of your template, and click Next. when selecting a template in a Then block. It is also possible to access the template builder from within a rule, by choosing Create new. You'll then be taken to the template builder for this action. Choose Create Document(s) with uploaded file(s) under the Hyland OnBase section, and click Next. Navigate to Templates in the top navigation bar (under the form title).Ī popover will open, asking which type of action we want to create a template for.
In order to use the Create Document(s) with uploaded file(s) action, you'll need to create a template, which tells XFP what information from the form to use to create the Document(s) in OnBase. Creating a Document from a PDF generated from the form submission.Creating Document(s) from files uploaded as part of the form submission.Documents can be created in OnBase as a result of an XFP form submission.
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