Methods to Create Fillable Types with Consumer Roles in ONLYOFFICE

This abbreviation means ONLYOFFICE’s native format that’s used for its personal digital kinds. They will’t be modified aside from the fields the place different folks can enter the required data, whether or not or not it’s textual content values, numbers, or photographs.

This function lets you create and edit digital paperwork with fillable fields on-line or regionally, and you may share them with different customers. OFORMs will let you save numerous time whereas working with customary paperwork.

OFORMs are much like the normal content material controls in Microsoft Workplace however they provide a larger diploma of flexibility. Furthermore, ONLYOFFICE kinds have extra superior subject properties and include varied subject sorts:

• Tex subject;
• Combo field;
• Drop-down checklist;
• Checkbox;
• Radio button;
• Picture;
• E mail tackle;
• Cellphone quantity;
• Date & Time;
• Zip code;
• Bank card;
• Complicated subject.

What Are Consumer Roles in Fillable Types?

The not too long ago launched model of ONLYOFFICE Docs model, v7.3, offers a brand new function to make the method of kind filling as straightforward as attainable. What is supposed right here is consumer roles, additionally known as recipient roles.

When making a fillable kind in ONLYOFFICE Docs, now you possibly can create completely different roles for these customers who will fill out the doc later. For instance, when you create a gross sales settlement, you possibly can create a task for the Purchaser, a task for the Vendor, and a task for the Authorized advisor, every indicated with its personal colour.

Then, you possibly can assign every subject in your doc to one of many roles you created. On this case, the Purchaser, the Vendor, and the Authorized advisor will have the ability to visually acknowledge all of the fields they need to fill out relying on their position.

Now let’s learn the way to create and handle consumer roles in ONLYOFFICE kinds.

Methods to Create and Handle Consumer Roles in ONLYOFFICE

Once you create a kind template in ONLYOFFICE Docs, you’re employed with the DOCXF format. That is one other format created by the ONLYOFFICE builders.

It’s primarily based on DOCX and is used for kind templates solely. DOCXF templates are editable and will be saved as non-editable OFORM or PDF information, the codecs used for fillable kinds.

To get began, create a brand new DOCXF file or add a DOCX file and switch it right into a template. Then edit the textual content and add all of the required fields by selecting the sort you want on the Types tab. After including the fields and configuring their properties, you possibly can create as many roles as you want.

To create a task, go to the Types tab and click on the Handle roles button. You will note a brand new window the place it is possible for you to to create new roles, modify the present ones and delete those you don’t want anymore utilizing the corresponding buttons — New, Edit, and Delete.

When creating a brand new position, you’ll want to enter its title and select the corresponding colour that may distinguish it from different roles. You too can rename roles and alter their colours at any second utilizing the identical window.

Methods to Assign Roles to Totally different Fields

If you end up finished with creating all the required roles in your kind, you possibly can assign the roles to completely different fields. To take action, click on a subject and discover the Who must fill this out? choice within the higher proper nook of the shape settings menu. Open the drop-down checklist and select the position you want.

This manner, you possibly can shortly assign all of the roles in your doc making it simpler for different customers to fill out what they need to fill out.

When your kind is prepared, you possibly can click on the View kind choice on the Types tab and see what the shape will appear like within the eyes of every recipient.

For instance, the Purchaser will see solely the blue fields as a result of they’ve been assigned to their position. All the opposite fields shall be marked with a gray colour.

That is it. Now it can save you your kind as OFORM or flip it right into a fillable PDF.

In future updates, the ONLYOFFICE builders promise to increase the position performance by including an choice to arrange restrictions for sure roles and add e-signatures. This enchancment sounds intriguing, so we hope to see it carried out quickly.