[Form Type Setting] Screen

This screen is displayed by clicking [Rule Settings] > [Preferences] > [Form Type Setting] in [Admin Menu] in the launcher menu.

It enables you to configure the attributes to extract for the various form types in advance.

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Form Type List

Displays a list of preset forms and custom forms. You can register up to 100 custom forms per language set in [Form Language] on the [Form Type Setting] screen.

The following preset forms are provided.

  • Quotation
  • Invoice
  • Purchase Order
  • Delivery Note
  • Contract

[Add]

Displays the [Form Type Setting] screen.

[image]

Click [image] for the form type to edit or delete and select [Edit] or [Delete] from the displayed menu.

[Edit]

For a preset form, displays the [Form Language Selection] screen and enables you to select the language for the preset form. For a custom form, displays the [Form Type Setting] screen.

[Delete]

Deletes the selected form type.