pssst... it's time to get rid of pre-printed forms

Pssst… It’s Time to Get Rid of Pre-Printed FormsGo Paperless by Automating Your Key Forms Processes

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Richard SchoenDirector of Document Management Technologies

Your Presenter

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Agenda

• HelpSystems overview• Common use cases for electronic forms• iForms overview• Demo• Q&A

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HelpSystems Family of Brands

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Solution Overview

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Forms Management

Input Forms—Capturing Data (WebForms)• Turn any paper-based form into an online form• Validate data as it’s entered (no re-keying)• Capture signatures on forms• Merge data with fillable PDFs for pixel-perfect output• Store in WebDocs (if form needs to be preserved)

Output Forms—Generating Business Output (iForms)• Eliminate pre-printed forms• Generate form document output as PDF, TIFF, Excel, and CSV• Use spool files, text files, XML, and database for source data• Create individual documents or document packets• Print, email, and file automatically to network folder, SharePoint, or WebDocs

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Electronic Forms Use Case #1

Business Need• Eliminate pre-printed forms and

modernize form generation processes

RPG

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Electronic Forms Use Case #2

Business NeedMove away from outdated form technologies such as:• Advanced Function Print (AFP)• Printer Control Language (PCL)• Postscript

RPG

Does form design have to be hard ?

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Electronic Forms Use Case #3

Business NeedGenerate high quality POs, invoices, statements, checks, bills of lading, and policies

Solution: iForms Electronic Forms• Generate a spool or text file, or utilize database or XML input• Convert these documents and apply overlays, or generate

database-driven documents• Print, email, and file automatically to network folder, SharePoint, or WebDocs

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Electronic Forms Use Case #4

Business NeedCreate customer letters and other correspondence documents

Solution: iForms Electronic Forms• Press a button or function key from business application to queue up letter

generation or automate batch processes• Generate a letter as a PDF, TIFF, Excel, or other output document type• Print, email, and file automatically via network folder, SharePoint, or WebDocs

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iForms Overview: Electronic Form and Document Design

Replace Pre-Printed Forms with Electronic Output Forms:• Generate forms from IBM i spool files or PC text files• Generate forms using SQL database or XML data input files• Output to PDF, TIFF, Excel, CSV, and other formats• Use graphical form and text overlay designer• Assemble document packets• Print form documents to any printer• Monitor output queue or directories• Use IBM i CL commands or universal REST API• Run forms server on IBM i or Windows

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iForms Overview: Electronic Form Document Design

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iForms Overview: Convert from Plain Paper to Electronic Forms

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iForms Overview: IBM i Spool File Merge and Delivery

WebDocs

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iForms Overview: Data-Driven Documents

WebDocs

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iForms Overview: Document Assembly API

Assemble PDF Document Packets On The Fly• Create complete document packets to send or print• Generate PDF electronic forms via iForms• Insert static PDF files • Insert system-generated PDF reports• Insert drawing or work instruction PDF documents• Print PDF form packet documents to any printer• Use IBM i CL command (IFMASM) or REST API

iFormMerge

StaticPDF

PDFReport

DrawingOr Work Instruction

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iForms Overview: Use Graphic as Form Overlay

Use Existing Form Overlays• Re-use form overlay graphics from existing system• Create form overlays from PDF, Word, or other graphic files • Merge existing overlay with database text at runtime• Add graphic elements such as images and barcodes• Re-purpose existing government forms• Minimize initial form design process• Convert easily from other form systems

Use database or spool file fields:

ItemsPricingInvoiceTotals

Demo Time

Questions and AnswersPlease enter your questions in the chat log.

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Thank You for Attending

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For More Information:

2016 HelpSystems User Conference June 20–23:http://www.helpsystems.com/shiftit

Website:http://www.helpsystems.com/rjs

Telephone:Sales: 800-328-1000

Support: +1 952-933-0609

Technical Experts:richard.schoen@helpsystems.com