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Using forms

A form is public or private (see Private in Form management). Only active forms are available.

URL Description
/smart-forms/ or /smart-forms/public Lists the active public forms. No login required.
/smart-forms/private Lists all the active forms, including the private ones. Requires a user with the ROLE_USER or ROLE_ADMIN role.
/smart-forms/form/{id} Opens a form directly. A private form asks the user to log in.

The user fills in the fields and presses the final button of the form. Smart Forms then:

  1. Creates a new document in the Target folder from the Source template. The name is the template name followed by the date and time, for example template_20260424165157123.docx.
  2. Stores the values of the form as metadata of the document.
  3. If To PDF is enabled, the document is created in PDF format.