What is a Record?
A record is the data that a user saves when filling out a form. Saving and viewing a record is simple but SYNTAQ expands on the record to provide you with some advanced features not provided by any other document automation platform. You can re-use a saved record in another app without having to re-key any data. This ability to reuse data is important to professional forms such as when a financial planner begins a process that starts with a client engagement letter, then proceeds to fill and complete a suite of forms (and documents) for a single client, all using the same data.
“Your Records” is where you will find a list of all the records submitted by your users. By hovering over the document in the lower half of the record you have several options.
- Open in App
- Open assembled Adobe PDF document
- Open assembled Microsoft Word document
- Open in Form
- View Uploaded Files
- Open in Summary View
- Delete the Document Record
The record summary screen shows you a summary of the saved record in a table format.
By hovering over the upper half of the record you can view the following options regarding the pure data saved in the record.
- Open in a new App (+ New Form for Record)
- Export Record in .xml format
- View JSON Data
- Delete the Entire Record