• Client specific files are available to all forms. For example, they could be used as template files for actions of type PDF (Fill) or Word (Fill), as the same template may be required by multiple forms. Client specific files with the extensions .css (Stylesheet) or .js (Javascript) will be included in all forms automatically.

• Form-specific files are only available to the form for which they have been uploaded. Form specific files with the extensions .css (Stylesheet) or .js (Javascript) will be included in the form automatically.

Uploading files

Client specific files

Files that should be available for all forms of a certain client can be uploaded via Files & templates   Files.

Form specific files

Files, which should only be available for a certain form, can be uploaded under My Forms by clicking at Files in the menu of the respective form. Alternatively, an upload in the Xima® Formcycle Designer under More   Files is also possible. More information can be found here.

Operations & settings

Since this page describes the menu item Files & templates   Files it is therefore all about the client specific ones.

Creating new files

1. Click on the button to the top left.
2. In the system dialog that opens, select the file or files to be uploaded and confirm your selection. Your selection will then be uploaded automatically.
3. Optionally, you can give uploaded files a different name and description under Properties in the upper right corner. To save the changes you have made, click the Save button at the bottom center.

Downloading a file

TBD

Deleting a file

TBD

Additional information

TBD
Properites
File details
URL to file