Forms Conversion Process

Here is the process that describes converting the older forms into Banner Document Management System.

Converting the Form to PDF

1. Open the Chrome browser and go to https://forms.oakland.edu

2. Click on the Finder tab

1. Select the proper security group that you wish to view

1. Select "Anytime" as the Time Criteria to get all of the forms
2. Click Find Now to get the forms

1. NOTE: You can click the header of the column to sort alphabetically
2. Open a form by clicking on the form number in the left column
3. Once the form is open, right click on the form and select Print...
4. From the print dialogue page be sure to set the destination to save as PDF
5. Click Save and choose a destination for the form. You will need that destination when loading into BDM

Importing and Indexing the Form

1. Log into Banner Document Management (BDM)
2. Select the application you wish to store the document in
3. Right click on that application and select New Document

1. From the IRC Viewer page, click the drop down on the Page Menu and select New Page -> Import File -> Append

1. This will open a file browser. Select the file you wish to upload and click Open
2. Once the file is loaded it must be indexed. Click the New button to open the Index fields

1. Enter the GID in the ID field and hit the tab key. This will auto fill in most of the index data

1. Select the Document Type form the drop down menu and click Save to save the index data and the document