Landing Page

The eForms landing page is opened in a web browser. It can be accessed in two ways: either from the Therefore™ Solution Designer, by right-clicking the eForms node and selecting 'New eForm', or through the Therefore™ Web Client, by clicking on the eForms icon on the left-hand side menu. The objects and context menu items that are visible to the user , the items that are visible to the user depend on the user's permissions.

An image showing the eForms landing page with the different menus and icons

Side Menu:

This menu is displayed on the left side of the screen. It includes the following options:

eForm Icon

eForms

View and manage folders and existing eForms.

Drafts Icon

Drafts

View and edit existing drafts.

Return to Therefore™ Web Client Icon

Therefore™ Web Client

Leave the eForms web interface and go to the Therefore™ Web Client.

Tree View
Find eForms by clicking on folders in the tree view or filter them using the search function.

Folders

Folders are used to organize eForms. They can be created in the Therefore™ Solution Designer or in the web interface. Existing eForms can be dragged and dropped into folders.

New Folder Icon

Add new folder

Opens a dialog to add a new folder.

Folder Context Menu

Hover over a folder and click on the three dots icon (...) on a folder to view the folder context menu.

Add New eForm Icon

Add new eform

Add a new eForm to this folder.

Rename Item Icon

Rename

Rename the folder.

Delete Item Icon

Delete

Delete the folder.

Forms

View and edit your eForms.

New eForm Icon

Create new eForm

Opens a dialog to create a new Therefore™ eForm. The 'Create new form' dialog lets you name the eForm and choose whether this eForm should be created in 'Form' mode - displaying the components as a list on one page - or 'Wizard' mode - distributing the components to multiple pages. In wizard mode, you can drag and drop the individual pages to rearrange them.

eForm Context menu

Hovering over a saved eForm or draft will show a context menu represented by a three dots icon (...). Click on the three dots icon on an eForm to view the context menu.

Fill Out eForm Icon

Fill out in new tab

Opens a new tab to fill out and submit the eForm.

Edit eForm Icon

Edit / Edit in new tab

Edit the eForm's configuration.

Rename Item Icon

Rename

Opens a dialog to rename the eForm.

Duplicate eForm Icon Copy

Duplicates the eForm and opens a dialog to rename the duplicated eForm.

Share eForm Icon Share

Opens a dialog to create a link to share the eForm, and copy the link to your clipboard.

Use the toggle switch labeled 'Allow Anonymous Access' to allow or deny access to the shared eForm for unauthenticated users.

Delete eForm Delete

Deletes the eForm.

Avatar Menu
The avatar menu is accessed by pressing the user profile icon on the top right corner of the screen.

Please find a description of the settings contained in the avatar menu below.

Help Icon Help

Opens the Help submenu.

Help submenu

Please find a descriptions of the settings contained in the Help submenu below.

About App Icon About Therefore™ eForms

Opens up the 'About' page detailing information about the current version of Therefore™ eForms. Click "See Open Source Information" to open a list of open source components used in Therefore™.

Help Icon

Online Help Center

Outgoing link to the Therefore™ Online Help.

Training Videos Icon User Training Videos

Outgoing link to the user training videos.

Logout Icon Logout

Logs the user out of the current session.