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Using the Document element

  • Updated: 8/19/2021
    • Automation 360 v.x
    • Build
    • AARI
    • Process flow

Using the Document element

Use the Document element in the form builder to render a document, such as an image (.jpg) or PDF, that you want to preview along with the form.

Note: Only one Document element can be used in a form.

Procedure

  1. On the left pane, click Automation.
    A list of available bots and forms is displayed.
  2. Click an existing form or click Create new > Form.

    The form builder page appears.

  3. Drag Document into the form.
  4. Enter the correct URL or the document location address in the Default file field.
  5. Use the Formatting drop-down menu to set the position of the document element in the form.
  6. Optional: Enter a specific width for the element in the Dimensions field.
  7. Optional: Click one of the following options:
    • Reset: Clears all the element customization and sets the default.
    • Delete: Deletes the selected element.
  8. Click Save.
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