Pace’s ScreenShots of Various Commonly used “TeleForm ...€™s Screen Shots of Various Commonly used TeleForm Dialogs. PACE•BUSINESS SOLUTIONS •297 Route 72 West, Suite 35

Pace’s ScreenShots of Various Commonly used “TeleForm Dialogs”.

PACE•BUSINESS SOLUTIONS • 297 Route 72 West, Suite 35 - PMB238, Manahawkin, NJ 08050 • Telephone: 908-451-0355 • Email:[email protected]

P A C E • B U S I N E S S S O L U T I O N S

TeleForm Modules (exe application’s):1) TeleForm Designer Used to edit and publish a form, including defining its data export(s).2) TeleForm ScanStation Used to physically scan forms (batches of forms from a scanner’s ADF hopper).3) TeleForm Verifier Used to correct questionable OCR’ed field values (if any).4) TeleForm Reader Runs in the background, performing OCR evaluations and other background tasks.5) TeleForm AutoMergePublisher Optionally used to merge known values onto forms (to print, fax or email).

TABLE OF CONTENTSBasics of TeleForm Designer . . . . . . . . . 1-8Basics of TeleForm ScanStation . . . . . . . 9-13Basics of TeleForm Verifier . . . . . . . . . 14-16Basics of TeleForm AutoMergePublisher . . . . 17-18

Pace’s Screen Shots of Various Commonly used TeleForm Dialogs.



[TeleForm Designer] - The Designer’s Work Dialog (Quick Tips):• File > New > Form > Traditional (not extended) > Next > pick paper size > Finish• Menu: Form > Page Setup > pick BOTH (grid on top and bottom), top and bottom margins at 500/1000• Save and give it a title name• Pick a font (while no objects are selected > click “F” on the tool bar menu)• View > options > Select options wanted: eg: snap to grid etc.

Notes on Constrained Print Fields (1 char per box) templates: nn-nn-nnnn (numeric) xx-xxxx (any char) A-nnnn ((a)alpha 4 (n)numerics)

Notes on Copy and Paste: Hold the Ctrl button, multi-select, edit-copy, edit-paste (either on this form or a new form)Notes on Save-As: To copy an entire form to another form > file > saveasNotes on field’s properties: per recognition field, review and set its expected processing OCR attributes.Notes on how-to-activate (draft to activated status): menu > form > activate

Page 2/18




[TeleForm Designer] - Creating an Auto Export eg: Data to a CSV (Comma Separated Value) File.

Page 3/18




[TeleForm Designer] - Creating an Auto Export eg: Data to a CSV (Comma Separated Value) File.Below: After selecting NEW, the below dialog appears where you select your target format, (like CSV).

Page 4/18




[TeleForm Designer] – Creating an Auto Export eg: Data to a CSV (Comma Separated Value) File.Below: After selecting the format type, switch to the Fields-tab, and check which fields you want to include.

Page 5/18




[TeleForm Designer] – Creating an Auto Export eg: Data to a CSV (Comma Separated Value) File.Below: After checking which fields, click the SaveAs button, and pick your Save-in-Folder and Filename.

Page 6/18




[TeleForm Designer] – Creating an Auto Export eg: Data to a CSV (Comma Separated Value) File.Below: After choosing your “SaveAs Folder+File” from the Main-tab, check Enable and Fail commit.

Page 7/18




[TeleForm Designer] – Creating an Auto Export eg: Data to a CSV (Comma Separated Value) File.Below: This is what the Auto Export Setup dialog would now look like. Note, you can add many (New) exports here which will all run in parallel for each form’s commit. Note: Make sure you save the form before doing any processing so that your changes are “live”.

Page 8/18




[TeleForm ScanStation] – Use this program to scan paper forms into the TeleForm system.Below: This is a typical scanner with a ADF (Auto Document Feeder).

Page 9/18




[TeleForm ScanStation] – Use this program to scan paper forms into the TeleForm system.Below: To scan a new batch, (from the paper in the Scanner’s hopper), click on: File > New Batch

Page 10/18




[TeleForm ScanStation] – Use this program to scan paper forms into the TeleForm system.Below: From the Details-tab, click Start (which will start the scanner’s feeding).

Page 11/18




[TeleForm ScanStation] – Use this program to scan paper forms into the TeleForm system.Below: After reviewing the thumbnails of each page, click the Accept button, which will create a TeleForm Batch, which is then processed in the background by TeleForm-Reader, and is subsequently available for the TeleForm Verifier to further process (if there are any values needing verification).

Page 12/18




[TeleForm ScanStation] – Use this program to scan paper forms into the TeleForm system.Below: This is how the batch line will now look in ScanStation. If any values on any of the forms of this batch need an operator to review/verifier, then, the TeleForm-Verifier program will be used.

Page 13/18




[TeleForm Verifier] - Use this program to have an operator review and correct any needed values that the OCR engine’s evaluator was not confident of. Below: From the Verifier’s “Utilities > Batch Management Dialog”, process the selected batch (by double clicking the batch-line, or, clicking the Process button). Note: Preset the Menu > Options > Correction Options > (only have Form Mode correction style checked). Also: Menu > Options > Form Mode > uncheck Don’t Allow incorrect entry.

Page 14/18




[TeleForm Verifier] - Use this program to have an operator review and correct any needed values that the OCR evaluator was not confident of. Below: For each field that needs review, make any data value adjustments. (Navigation: Enter Key goes to next field needing review. Shift+End keys select whole field for re-typing. Use the tab key to tab to the next field - Note: if tabbing out of a field, make sure the field you are at has been adjusted correctly).

Page 15/18




[TeleForm Verifier] - Use this program to have an operator review and correct any needed values that the OCR engine was not confident of. Below: After reviewing all the fields of a batch (and Saving), the below batch-line will have a status of: “Batch ready to be committed”. To commit this batch, (eg: run its exports), right click and click commit, (unless Teleform-Reader is set up to auto-commit “ready” batches).

Page 16/18




[TeleForm AutoMergePublisher(AMP)] - Use this program to merge data rows from a data file (preferable a MS-Access Table or SQL table), which will result in one form published per data row. Note: The field’s that match with their values will be pre-filled on the outputted form. A CSV file is not recommended for production use (use MS-Access or MS-SQL table for production work).

Below: This is an example of data rows that can be merged - (Note: The first row is the column names that must match the field names on the TeleForm). The special field: “Record_Sta” should be indexed (non-unique) and hold a value of 23 meaning it is ready for merging. A value of 20 means this row has already been merged on a previous poll. The special field: “Remote_Cmp”must be indexed (unique or primarykey), and have a unique number.

Page 17/18




[TeleForm AutoMergePublisher(AMP)] - Use this program to merge data rows from a data file (preferable a MS-Access Table or SQL table), which will result in one form published per data row. Note: The field’s that match with their values will be pre-filled on the outputted form.

Below: Use TeleForm-AMP to establish a relation between a TeleForm and a data file. From: Menu > Merge > New and pick which TeleForm to publish from. Use the below dialog to relate which table to “merge from”. Then, this program will poll this mapped data file every 30 seconds or so, and, if any of the data row’s “Record_Sta” values are 23, then, that row will produce a merged published form (usually to a printer, but, it can also be set to be a PDF attachment on an email or sent out as a fax via RightFax).

Page 18/18

Documents

Pace’s ScreenShots of Various Commonly used “TeleForm ...€™s Screen Shots of Various Commonly used TeleForm Dialogs. PACE•BUSINESS SOLUTIONS •297 Route 72 West, Suite 35