Enterprise Server Features and Functions

Visual eForms Enterprise Server

Notes:

 

 

Technical

 

Supports thin clients running Microsoft Internet Explorer

 

Supports Mac, Windows, Linux and Unix Operating Systems as well as FireFox, Mozilla, Internet Explorer, Opera and Safari Browsers

 

Uses server-centric, web technology

 

Application development

 

SDK/development toolkit (OCX, DLL and .NET components)

 

Utility for conversion of paper and electronic forms

 

GUI Designer

 

Off-line/desktop Filler - provides off-line processing with one touch; performs synchronization once the web applications go live with a click of a button

only available for FAR file format.

Output Management tool - Visit Visual eMerge Page

sold separately

Uses LDAP and ADSI to support Microsoft Exchange, Lotus Notes, Novell Groupwise, and others

 

Supports Microsoft SQL Server

 

Supports Oracle RDBMS

 

Supports HTML or XML forms

 

Supports PDF forms

 

Supports FAR forms

 

Supports FileNET EDMS

 

Supports Documentum EDMS

 

Provides real-time validations and database lookups via XML

 

ODBC Compliant

 

 

 

 

 

Functional

 

General

 

Enables conversion of existing paper forms

 

Can Use 3rd party reporting tools like Crystal Reports, Access, etc.

 

Includes online documentation

 

Printer/Fax machine independent

 

 

 

 

 

Business Process Automation Forms

available only in FAR format

Includes a library of pre-designed business forms

 

Availability of Human Resources forms such as: benefits enrollment, change of status, time-off requests, performance evaluations, policy forms, etc.

 

Availability of Accounting forms such as: expense reports, purchase orders, purchase requisitions, invoices, etc.

 

Availability of Government forms such as:  tax forms, vehicle registration, business licenses, etc.

 

Provides Source Code for full configuration and customization

 

 

 

 

 

User Interface

 

Search, Fill, Print, ad hoc routing

 

Save Locally: saving data on local drive

only for FAR forms

Save to the Server: saving data to the database on the web server

 

Permits routing/fill/return of forms by external clients

 

Automatic form scrolling

 

Auto tab to next field once maximum number of characters entered

 

Full form view capabilities

 

Zoom in/out views

 

WYSIWYG forms: form displays appropriately on any resolution monitor

 

Paper look and feel: while background/black text

 

Images/Logos: supports reusable images (e.g., agency logo) in several formats.

 

Toolbar: intuitive command buttons (print/save/magnify)

 

Automatic paper selection: 8 1/2"x11" versus 11"x14"

 

Shrink-to-Fit: automatically reduce text font as data is entered into a field allowing for more data to be entered into a field

 

Addendum: create continuation sheet for overflow text entered into a field

available only for FAR forms

Spell check

 

Cut, Copy, and Paste capabilities

 

Text Wrapping:  text automatically wraps

 

Multi-Page Forms:  supports multiple page forms

 

Multi-Layout, Multi-Size Page Forms:  supports different pages sizes, Portrait and Landscape, and different color pages within the same form

 

Auto-Fill:  automatic form fills from personal profiles, which are customizable

 

Restrict form access by group or role

 

 

 

Electronic Signature & Security

 

Provides built-in electronic signature capabilities via NT, PKI/Verisign, Entrust, Hand Signature, and user-defined

- Full support for FAR forms
- Adobe Self-Sign via full Acrobat for PDF forms

Provides support for digital standards incorporating PKI certificates and biometric signature devices

- built-in for FAR forms

Provides LDAP authentication

- built-in for FAR forms
- available via 3rd party additions for PDF

Provides Security API for signature authentication (e.g., pin number, e-mail address, etc.)

- built-in for FAR forms

Provides assurance of signature integrity to ensure that the form remains unchanged from its original format: if the form is signed, all fields are locked, and if the form or its data is altered the authentication process fails

- only available for FAR forms
- PDF does not support some of these features.

Multiple Signatures: forms can contain multiple electronic signatures; specific fields can be associated with any electronic signatures

 

Multiple Signature Security:  locks those fields completed and electronically signed by each individual signature

 

Signature Field Lock:  signed fields are locked to prevent tampering

 

 

 

 

 

Forms Routing & Workflow

 

Built-in routing

 

Enables pre-defined workflow routing; designer/administrator can setup and configure the routing arrangements

 

Provides ad hoc workflow routing by user; routing arrangement can be saved and reused

 

Supports user-directed, semi-constrained and email routing

 

Provides routing to a group mailbox for approval, where multiple users can access, but only one can approve forms

 

Allows for routing to an email address of individuals without eForms access

 

Emailing Integrity:  only links to a form and data are sent; the actual form, data, and any attachment remain safe on the server

 

Email attachments and/or form data attachments are permanently attached to the form data record or the document

 

Enables tracking of routing and auto notifications

 

 

 

 

 

Forms Mgt. & System Administration

 

eForm repository able to house all eForm formats, including FAR, Microsoft Word, PDF, and proprietary formats, and is XML searchable

 

Archiving – supports archival of form&data in TIFF. Also, generates the index file

 

Supports PDF for user-interface, printing and archiving

 

Supports HTML for user-interface, and printing

 

Create/maintain users, user groups, form categories and forms

 

Generate reports

 

Perform audit trail and retention

 

Perform version control and record retention

 

Create/maintain routing scenarios

 

Track user activities

 

Automatically controls form versions upon revision

 

Supports record retention, both automatic and manual

 

Enables generation of reports in ASCII, comma delimited format

 

 

 

 

 

API (Visit Visual eForms Toolbox page) - Sold separately

available only for FAR forms

Provides a Software Development Kit (SDK),enabling customized application, data and connectivity to third party applications and data sources

 

32-bit OCX to be added to Visual Basic, C++, ASP, Java, Delphi, and many other programming environments.

 

Server-side as well as Client-side component

 

Component size: 700kb

 

Can integrate with Microsoft SharePoint Portal

 

Can integrate with TIBCO Portal

 

Can integrate with Accounting & Financial Management Systems

 

Can integrate with SAP

 

Can integrate with Project Management Systems

 

Can integrate with Maintenance Mgt. Systems

 

Can integrate with Customer Information Systems

 

Can integrate with third-party business process mapping, analysis, and simulation software

 

Can export data from online forms to third-party workflow software

 

Can integrate with Microsoft Content Management Services

 

Can integrate with the FileNET EDMS Content Services

 

Can integrate with Documentum EDMS

 

Can integrate with other EDMS software

 

 

 

 

 

Forms Design (Visit Visual eForms Designer page) - Sold separately

 

Intuitive point-and-click eForms Designer

 

Advanced design features such as data exports, dynamic pull-down lists, auto-fill, fill-from-profile, and digital signatures

 

Accessibility Wizard

 

Can Create Section 508 compliance forms right from within the Designer

 

 

 

Generates flat, fillable, and accessible PDF forms

 

Capable of importing pre-designed business forms in FormFlow (.frp) format

Converter for FormFlow is included

Preserves properties, formatting and logic associated to FRP forms during import.

 

Capable of converting pre-designed business forms in OmniForm (.ofm) format

Converter for OmniForm is sold separately

Preserves properties, formatting and logic associated to OFM forms during import.

 

Capable of converting pre-designed business forms in PDF format

via Visual Writer - sold separately

Capable of converting pre-designed business forms in Encapsulated PostScript (.eps) format

via Visual Writer - sold separately

Capable of converting business form designs from desktop publishing packages, such as PageMaker

via Visual Writer - sold separately

Capable of converting pre-designed business forms in Quark format

via Visual Writer - sold separately

Capable of converting pre-designed business forms in Microsoft Word (DOC) and Rich Text Format (.rtf)

via Visual Writer - sold separately

Capable of converting pre-designed business forms in MECCA Graphic (.g) format

via Visual Writer - sold separately

Provides design tools for both automatic and interactive field placement

 

Provides design tools for a variety of field types, including Text, Numeric, Table, Date, Time, Check Box, Drop-Down List, Signature, Button, Graphic, Variable Text, Layout, Focus, Barcode, Notes, Type-Anywhere

 

Includes 13 different barcode symbologies including Post Net, UPC and PDF417

available only for FAR forms

 

 

Server Platforms

 

Windows NT, 2000 or XP

 

 

 

Web Servers

 

IIS

 

iPlanet

 

 

 

Database

 

SQL Server 2000

 

Oracle 8i, 9i

 

 

 

Client Operating System

 

Windows Me, 98, 95, NT, 2000 or XP

 

Mac, Unix, Linux

with PDF forms

 

 

Client Browsers

 

Internet Explorer, Netscape

 
Safari, Mozilla, and, in general, browse that support PDF forms with PDF forms

 

 
   

Additional Features

Notes:

 

 

new user-friendly interface

 

on-line Form Information

 

Report on content of forms

 

Serial Number support in the form provided by the server

 

Shared Forms

 

Alternate Recipient

 
Recall an instance  
XML Data Encryption while in database for FAR forms only
Type-Anywhere and Sticky Notes (annotation) for FAR forms only