The Organisation File WebForm type is used to create a document to be attached to the Files list in an Organisation Record in PICSWeb. This will allow you to generate paperwork for an employer or other organisation, capture the necessary details, and have it attached to the relevant record.

Organisation File form instances are generated from an organisation record, with some organisation details used from the record to populate fields in the webform. No fields in the Organisation Summary are populated from this webform once it is submitted.

Creating an Organisation File WebForm

Creating an organisation file webform works the same way as outlined in Creating a New WebForm, except the Type field must be set to Organisation File.

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A field for File Type is available in the form builder. This controls which Document Type is applied to the form document when it is eventually attached to the organisation record. Bear in mind that this file type only applies to the copy of the form attached to the organisation, and not any additional files uploaded to the form.

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As with any other webform, you will need to add at least one Signature field to the form in the WebForm Builder before any instances can be created.

Import Fields

As every organisation file webform instance is created from an existing Organisation Summary, any import fields attached to the form will instead display the corresponding data from the organisation record. Therefore, the import field list only shows fields relating to organisation details.

The only exception is the File Description field, which will be used to populate the File record for the form document attached to the organisation.

Attachment Fields

As well as the form document, any additional File Attachments uploaded to the form will also be attached to the Files tab in the organisation record if the On Approve Action is set to Link to Entity. You can similarly default the File Type for these attachments when editing the field. The Description shown for the file in the organisation record will indicate which recipient attached the file.

Signature Fields

The only signature fields available for an organisation form are for the following recipients:

• Employer Representative A, B and C

• Officer A and B

• System User

Using Organisation File WebForms

To create a WebForm Instance of your organisation file webform, go to an Organisation Summary and open the Files tab.

Using the grey Actions button above the file list, select Actions > Create File WebForm. This will open a window where you can specify the following details for the new webform instance:

• Form – Here you can choose which live organisation file webform you want to use.

• Form Owner – Here you can assign responsibility for the form to a specific PICSWeb User. If you set this to your own user account, you will be immediately taken to the Fill and Sign page for the form after saving the new instance.

• Message to Owner

Once you have entered the necessary details, select Save to generate the form.

Viewing Organisation File Forms

Once the form has been Filled and Signed and submitted, you will need to Approve the form in the WebForm Summary for the files to be attached to the organisation.

The files will then be available to view and download in the Files tab in the Organisation Summary. A copy of the form will be available here as well as any further files attached to the form. The Description for any additional attachments will display which recipient attached the file.