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Pssst… It’s Time to Cut Ties with Your Outdated Forms TechnologyGo Paperless by Automating Your Key Form Processes

Pssst... It’s Time to Cut Ties with Your Outdated Forms Technology

Your Presenter

Richard SchoenDirector of Document Management Technologies

Pssst... It’s Time to Cut Ties with Your Outdated Forms Technology

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

Agenda

Pssst... It’s Time to Cut Ties with Your Outdated Forms Technology

HelpSystems Family of Brands

Pssst... It’s Time to Cut Ties with Your Outdated Forms Technology

Document Management Solution Overview

Pssst... It’s Time to Cut Ties with Your Outdated Forms Technology

Document Management Solution Overview

Pssst... It’s Time to Cut Ties with Your Outdated Forms Technology

Document Management Solution Overview

Pssst... It’s Time to Cut Ties with Your Outdated Forms Technology

Document Management Solution Overview

Pssst... It’s Time to Cut Ties with Your Outdated Forms Technology

Forms Management

Input Forms—Capturing Data (Webforms)• Turn any paper-based form into an online form• Validate data as it’s entered (no rekeying)• 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

Pssst... It’s Time to Cut Ties with Your Outdated Forms Technology

Still Using Pre-Printed Forms

Business Need• Eliminate pre-printed forms and modernize

form generation processes

RPG

Pssst... It’s Time to Cut Ties with Your Outdated Forms Technology

Using Outdated Form Generation Technologies

Business NeedMove away from outdated form technologies such as:• Advanced Function Print (AFP)• Printer Control Language (PCL)• Postscript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

Pssst... It’s Time to Cut Ties with Your Outdated Forms Technology

Business Forms Output

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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

Pssst... It’s Time to Cut Ties with Your Outdated Forms Technology

Customer Letters and Correspondence Documents

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

Pssst... It’s Time to Cut Ties with Your Outdated Forms Technology

iForms OverviewElectronic 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

Pssst... It’s Time to Cut Ties with Your Outdated Forms Technology

iForms OverviewElectronic Form Document Designer

Pssst... It’s Time to Cut Ties with Your Outdated Forms Technology

iForms OverviewConvert from Plain Paper to Electronic Forms

Pssst... It’s Time to Cut Ties with Your Outdated Forms Technology

iForms OverviewIBM i Spool File Merge and Delivery

WebDocs

Pssst... It’s Time to Cut Ties with Your Outdated Forms Technology

iForms OverviewData Driven Documents

WebDocs

Pssst... It’s Time to Cut Ties with Your Outdated Forms Technology

iForms OverviewDocument Assembly API

iFormMerge

StaticPDF

PDFReport

DrawingOr Work Instruction

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

Pssst... It’s Time to Cut Ties with Your Outdated Forms Technology

iForms OverviewUse Graphic as Form Overlay

Use database or spool file fields:

ItemsPricingInvoiceTotals

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

UP NEXT...

Demo Time

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Questions and Answers Please enter your questions in the chat log

Pssst... It’s Time to Cut Ties with Your Outdated Forms Technology

Thank You for Attending

For More Information:

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

Telephone:Sales: 800-328-1000

Support: +1 952-933-0609

Technical Experts:richard.schoen@helpsystems.comgreg.schmidt@helpsystems.com