Virtual document folders (Custom forms)

The custom forms open maximum customization of the virtual document folder. So not only custom fields can be added, but it can be added to individually created forms whole new tabs.

You need for quality management or contract administration an individual surface?

With the FormDesigner, new forms are quickly rebuilt and are directly involved in the document folder on request. Even templates with different tabs can be realized.



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Integration of own forms (Subfunction 1 from 5)

Internally generated forms can be integrated as a new tab directly in the document folder. Thus, information can be stored directly in the document folder and there is no need for separate Excel files anymore because the necessary entry fields are already readily available.

Starter-EditionBasic-EditionBusiness-Editionexklusiv nur in Corporate-Edition vorhanden


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Integration of external data sources (Subfunction 2 from 5)

Even external data sources such as SQL databases, Outlook PST or Oracle can be integrated directly into self-created forms on the Form Designer. So you get all at a glance without leaving the Realify PaperOffice™ DMS surface.

Starter-EditionBasic-EditionBusiness-Editionexklusiv nur in Corporate-Edition vorhanden


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Definition of document folder templates (Subfunction 3 from 5)

You need a document folder which contains only the tab "Properties", "Date" and the form that you created yourself "Contract details"? No problem, you can create this template in the FormDesigner and then simply select the "New document folder from template".

Starter-EditionBasic-EditionBusiness-Editionexklusiv nur in Corporate-Edition vorhanden


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Dynamic loading of forms (Subfunction 4 from 5)

Each created form can be dynamically loaded in the document folder. This can happen at any time even while editing and the document folder should not be reloaded.

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Unlimited number of forms (Subfunction 5 from 5)

The number of additional forms is not limited and can be defined or modified at will.

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This module includes a total of 5 subfeatures
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