Table of Contents
Table of Contents
Software License Agreement
Forms Design User’s Guide
Welcome
Installation and Setup
Form Usage
iDocs Procedures
Designing a Form
Advanced Features
Filling a Form
Managing an iDocs (flashFORM) Database
Using Calculations
Technical Information
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Table of Contents
Software License Agreement
Forms Design User’s Guide
Welcome
iDocs Designer User Guide
iDocs iSeries Document Integration User’s Guide
iDocs Designer’s Online Help
Using This Manual
Getting Online Help
Help menu
iDocs Tutorials
Context-Sensitive Help
Product Support
Installation and Setup
System Requirements
Installing iDocs Designer
To install iDocs and iDocs Filler
iDocs Designer
Registering iDocs Designer 5.0
Starting iDocs
To start iDocs
Form Usage
Using Form Assistant
Opening Form Assistant
Form Assistant Options
Choosing a Form Usage Option
Where to Select Form Usage Options
Changing Form Usage
International Settings
To Select a Language for Your Form
How iDocs Uses Language Selections
Control Panel Selections
The Options Dialog Box Readouts
Formatting Examples
Euro Currency Symbol
The Scan Form Dialog Box
The Object Definition Dialog Box Options
The Allow Multiple Languages Option
iDocs Procedures
Scanning a Paper Form
Importing an Image File
To Import an image file as a form
Proofing a Form
The Proofing Toolbar
Filling a Form
Printing a Form
Before you Print Your Form
To Print a blank Form
Importing an Existing Electronic Form
Searching a Form
Creating a New Form
Opening a Form
To open a form
Mailing a Form
Adding a Routing Slip
Saving a Form
Publishing a Form to the Web
The Web Toolbar
iDocs Internet Filler
Designing a Form
The Design Process
To design a new form
The Design View Window
The Design View Toolbars
Customizing Toolbars
The Design Toolbar
The Font/Text Toolbar
The Drawing Toolbar
The Arrange Toolbar
Creating Objects on a Form
General Creation Guidelines
Creating a Text Object
Creating a Line Object
Creating an Oval Object
Creating a Rectangle Object
Adding Graphics to Your Form
Creating a Fill Text Object
Creating a Comb Object
Creating a Check Box Object
Creating a Circle Text Object
Creating a Table Object
Creating a Fill Graphic Object
Defining Objects on a Form
Defining a Graphic Object
Defining a Fill Text Object
Defining a Comb Object
Defining a Comb Element Object
Defining a Check Box Object
Defining a Circle Text Object
Defining a Table Object
Defining a Table Cell
Defining a Fill Graphic Object
Setting Serial Numbers
Changing Object Appearance on a Form
Background options
Color
Pattern
Pattern Color
Fill Line Options
Visible Options
Paint Order
Adding Color to a Form
Adjusting Colors
Editing a Form
Selecting an Object
Moving an Object
Resizing an Object
Deleting an Object
Formatting Text
Merging Text
Formatting a Table
Breaking a Table Apart
Aligning Objects on a Form
Sending Objects Front or Back
Changing Tab Order on a Form
Placing Objects in Table Cells
Converting an Object to Another Type of Object
Advanced Features
Setting up a Form for Automated Data Entry
Creating a New AutoFill List
Create or Use an AutoFill List From Another Source
Use an AutoFill List From Another Field
Create an AutoFill List From a iDocs Form or Database
Create an AutoFill List From an ODBC Source
Automatically Fill Fields on a Form
Automatically Fill Fields on a Form With an AutoFill List You Create
Automatically Fill Fields on a Form With a iDocs Form or Database
Automatically Fill Fields on a Form With an ODBC Source
Creating an AutoFill List and Automatically Fill Fields
Replacing Data Entered in a Field With New Data
Creating AutoFills for Tables
Setting Attributes for a Form
Setting Up a Shared Form
Setting Summary Information
Setting Submission Information
Adding Security to Your Forms
Creating a User Database
Creating Signature Fields
Filling/Signing Signature Fields
Verifying Signature Fields
Adding Hyperlinks to Your Forms
Using the Scrapbook
What Is the Scrapbook?
Inserting OLE Objects in a Form
Linking and Embedding
How to Insert OLE Objects
Creating a New OLE Object
Creating an OLE Object From a File
Pasting a Linked OLE Object
Setting Up Linking Options
Using the Object Commands
Filling a Form
The Fill View Window
The Fill Toolbar
Moving Through Fields
Filling Fields
Type Ahead
Shrink Text to Fit Fields
Fill Text
Comb
Check Box
Circle Text
Table
Fill Graphic
List Fields
Fields Defined by a Calculation
Field Validation
Spell Checking
To Check the Current Form Language Selection
Spell Checking Multiple Languages
Dictionaries for Spell Checking
Spell Checking Your Form
Saving in Fill View
Managing an iDocs (flashFORM) Database
What Is a Database?
Managing Database Records
Creating New Records
Duplicating Records
Moving Through a Database
Searching Records for Information
Sorting Records
Recalculating Records
Deleting Records
Refreshing Records
Saving Records
Exporting Information
ODBC Options
Using iDocs Data Files
Importing Information
Protecting Your Database
Protecting Data
Protecting the Form
iDocs Filler
Using Calculations
Calculation Overview
Creating a Calculation
The Calculation Builder
Using the Recalculate... Command
Calculation Guidelines
Usage Conventions
Operators
Operator Buttons
Operators — Quick Reference
Functions
Functions — Quick Reference
Functions Sorted by Type
Technical Information
General Troubleshooting Solutions
Solutions to Try First
iDocs Setup Issues
Memory and Installation
Installing iDocs 4.0 over Older Versions
Uninstalling iDocs
Scanning and Recognition
System Hang During Scan
System Hang During Auto Form Design
Scanner Compatibility
Operation
iDocs Limits
Low Memory
Low Disk Space
Right Mouse Button Functions
Object Linking and Embedding (OLE) Automation Support
Improving Performance
Document Quality
Scanning Angle
Scanner Glass Clarity
Paper Transparency
iDocs Compatibility
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