A webMethods Content Service Platform (CSP) environment must be configured and deployed to the Integration Server host where the process will run. For more information about configuring and deploying CSP environment, see Configuring and Deploying a webMethods Content Service Platform Environment.

Your e-form instances must be available as document types from a folder in the repository defined in the deployed CSP environment.

Your e-form templates must be available as document types in the folder Software AG_directory /CSP/system/templates.

You must define a content listener to monitor the repository folder containing your e‑form instances. For more information, see Creating a Content Listener.

If you are working with CSP-enabled tasks, you must configure global variables to enable the task applications to connect to the CSP repository (see Configuring Portlet Applications for Use with the Content Service Platform).

Although multiple e-form templates can be associated with a document type, only one can be active if the document type is to be used with a business process.

Microsoft InfoPath e-forms must contain only one root node; InfoPath e-forms with multiple root nodes are not supported.