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EasyForms

Easy Forms provides users with a fully automated process for creating and saving standard templates into MAGIQ Documents.

Key features include:

  • Create/save the request as a document within the nominated Document Library / Folder.
  • Generate the document name and description, with the name based on a "mask" parameter that can include the date and ID.
  • Send the generated Request document to workflow (automated & manual assignment).
  • Automatically assign the document type and custom property sets.
  • Can access infoXpert custom property lookups for data validation and ease of use.
  • Can be edited at a later stage (check-out / check-in).
  • Custom property set fields for the document are created and updated.