How to add and configure Boxes
In order for information to be asked in the Case Manager it needs to be required somewhere in your process. It is either part of a condition e.g. of a Rule, or like in the majority of cases, it is part of a document. To make an information part of a document it needs to be put on it in the form of a Box. Here you will learn how to add new boxes to a document and how to configure them.

The Basics

In the Configuration menu, choose ‘Documents’. Then click on an existing document. To learn more about how to make a new document, see How to create a Document.
Now you have two possibilities to add a new box to your document. Boxes can be added in the ‘Boxes’ tab overview or, if you are working on a PDF document, you can open the layout view of a document by clicking on a page of the PDF and place boxes directly on the PDF.
Both options will be explained further in the following section.

Add new boxes

To add new boxes to a document you have two options:

Add Boxes in the ‘Boxes’ overview

Click on the ‘Boxes’ tab to get to the overview of all boxes of the document. Add a new box by clicking on ‘Add Box’. It will appear at the bottom of the list. For a Smart Document, this is the only way to add boxes.

In the layout view

Open the layout view by clicking on a page of the PDF. Click on the ‘Add Box’ to add a new box to the document. This option does not work for Smart Documents. You can add boxes to a Smart Document via the ‘Boxes’ tab.
In both cases, when clicking on the ‘Add Box’ button, you will be asked to specify a box type:
Description
Type
INF (Text)
The value will be printed as plain text. This option is available for all information types.
INF (Date)
The value will be printed in the selected date format. This option is only available for the information type Date.
INF (Single Checkbox)
A single checkbox is only offered for boolean yes/no information. The box should be ticked if the answer is 'yes', and left empty if the answer is 'no'.
INF (Checkboxes)
Apply the plural checkboxes field type if it should be possible to check one or more boxes as an answer. Each optional answer has its own checkbox. This format is available for information of types List (single answer), List (multiple answer), and boolean yes/no answers.
INF (Charboxes)
Each character of a text field is printed in its own box. This option works best if the information has a small size limit and is only available for information type Text (single line) with a specified maximum number of characters allowed.
Calculated
A calculated box allows you to write a RuLa formula that will be used to calculate the information displayed in this box.
Text
The text you write in this box will be printed on the document. E.g. if you write “Chapter 1”, the box will print “Chapter 1” on the document.
SVG
A box to add SVG files to the document. You could for example add a line or a logo to the document.
QR Code
(Only when adding a box via the layout view)
Add a QR code to the document.
QR Code Text
(Only when adding a box via the layout view)
Add a human readable code (HR-code) to the document.

Configure boxes

Similarly to adding boxes to a document, configuring them can also be done in the ‘Boxes’ overview or the layout view.

Configure Boxes in the ‘Boxes’ overview

Click on the ‘Boxes’ tab to open the ‘Boxes’ overview. In the list on the right side of the screen, click on the box you would like to configure. A field will appear on the top right of your screen where you can set the parameter of this box.
Here you can set:
Option
Description
Type
Set the type of the box, e.g. ‘Date’, ‘Single Checkbox’, ‘Text’, etc.
Reference
State the reference to the information that should be printed on the document.
Order
The position at which the box appears in the list. For Smart Documents, the order of boxes in the list influences in what order the information will be printed on the document.

Configure Boxes in the layout view

Click on a page of the PDF to open the layout view. Click on either a box on the PDF page or in the list on the left side of the screen. In both cases a field will appear on the top left where you can set the parameters of this box.
Additionally to the parameters ‘Type’ and ‘Reference’ the appearance of the text printed on the document can be changed by setting the following parameters:
Option
Description
Page
Defines on which page of the PDF the box appears.
Left
The horizontal position of the top left corner of the box, measured from the left and reaching from 0 to 1000, meaning that 0 is the left margin and 1000 the right margin of the page.
Top
The vertical position of the top left corner of the box, measured from the top and reaching from 0 to 1000, meaning that 0 is the top margin and 1000 the bottom margin of the page.
Height
The height of the box, measured in relation to the document’s page, meaning that 1000 is the height of the entire page.
Width
The width of the box, measured in relation to the document’s page, meaning that 1000 is the width of the entire page.
Font Size
The font size with which the text of this box should be printed on the document.
Alignment
Horizontal alignment of the text within the box.
Left: aligns the text on the left side of the box.
Center: will position the text in the center of the box.
Right: aligns the text on the right side of the box.
Justify: justifies the text, so it is aligned with both the left and the right margin.
Vertical Alignment
Bottom: Positions the text on the bottom of the box.
Top: Positions the text on the top of the box.
Date Format
(Only for boxes of the type ‘Date’) Defines in what format the date should be displayed, e.g. DD.MM.YYYY, YYYY-MM-DD, etc.