pssst... it's time to get rid of pre-printed forms
TRANSCRIPT
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Business NeedMove away from outdated form technologies such as:• Advanced Function Print (AFP)• Printer Control Language (PCL)• Postscript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:[email protected]