How It Works

Data Sources and Types
DocForm accepts as input a wide variety of data types from many different sources. Simultaneously input data directly into DocForm, print queues, LPR ports, databases,Web sites, and third-party applications.

• XML Input – Easily capture XML input data and organize using DocForm’s XML integrated Wizard and mapper.
• Database Query Builder – Through its easy-to-use graphical interface you can pull records from databases and merge into your documents.
• Remoting Interface (API) – Communicate both synchronously and asynchronously with third-party applications such as ERP and CRM
  systems.

DocForm Designer
The DocForm Designer accompanies each DocForm and is used to create a wide variety of DocForm document projects. Each project can contain either a single document or many individual documents. Project design utilizes intuitive drag-and-drop features, and you can easily change fonts, images, text, charts, and more. A full-featured word processing editor allows you to both create native RTF files and import/edit from Word®. Import PDFs, EPS, and graphic files such as TIFFs into a project. Easily map source data by dragging and dropping to the project. Import and auto-translate Xerox Metacode forms.

• N-up Layout – Allows you to design document page layouts with N-up (2- up, 4-up, 8-up, etc.) for faster job completion – used for postcards, coupons, etc.
• Layout Designer – Re-sequence pages quickly with the graphical user interface and print multiple-page forms with individual printing properties.

Integrated Postal Certification
Postal Certification Module –Make journalizing effective and lower cost by using the fully integrated Postal Certification Module for the U.S., U.K., and Canada. This module will allow you to easily add address verification and postal sorting to your mailings. Specifically, with the U.S. module, you can form ZIP+4® checks, PAVE™-certified pre-sorts, CASS™capabilities, and more.

Remote Document Transaction
Send PDF documents to remote locations – or display over the Web – to apply signatures, data addition, and mark-up. Or, you can generate a PDF through a remote (such as a field office or field sales person) installation of DocForm and send it to another Doc Format HQ for more data addition, processing, and routing .Marking up remote documents is easy with a Tablet PC, signature pad, or remote PC.

• DocForm Web Server – Is used to send documents over the Internet to a DocForm Client or display documents on the Web. These documents can then be signed, marked up, and routed back into DocForm for further processing.
• DocForm Client – Is used to mark up and sign remote documents sent to it by DocForm.
• DocForm Remote Installation – Is a full-featured DocForm and can be used to remotely originate a document (and sign if required) that can then be sent to a master DocForm (such as at a corporate HQ) for further data addition and processing.

DocForm Server
Once a DocForm project is built, and the source data is mapped, you can apply workflow and printing rules, and trigger and output conditions. These are used for personalizing text and messages, testing conditions, routing documents, defining outputs, and much more. DocForm projects can be automatically initiated upon predefined triggers such as source data arrival through a variety of methods.

• Workflow Designer – Easily and intuitively apply a wide variety of logic tests, output methods, routing rules, workflow rules, and other items to DocForm project documents.
• Image Management – Load variable images directly to the printer to speed print output and decrease the print file size on the network.
• Reprint Manager – Recall print jobs for total or selected page reprint.
• Advanced RTF Import and Edit Capabilities – Import RTF files and edit with DocForm’s robust word processing functions.
• PDF Form Fill – Allow remote and Web users to fill in fields on the DocForm generated PDF.
• Expression Editor – Easily create and use specialized functions (such as formatting and computations) by simply following the prompts and selecting the needed data blocks, operators, and variables.
• Print Optimization – Optimize printer speed with form overlays run directly on
  the printer. Send only the variable data to the printer.

Outputs
DocForm outputs the dynamically-merged data and document project to print, electronic format, third-party applications, and other Prism Software applications.

• Print Outputs – Range from production print to workgroup to desktop – either local or distributed – and color or mono. DocForm prints directly through the manufacturer’sWindows®I print driver with access to all finishing options such as duplexing, stapling, and booklet making. Print to both PCL and Postscript8-based printers.
• Digital Outputs – IncludeWeb, PDF, TIFF, XML, databases, and raw data files.
• Third-party Outputs – Include email server, fax server, workflow applications, archiving and document management applications, and ERP and CRM applications.
• Archiving – DocForm also sends the indexing fields and metadata, along with a PDF or TIFF, to the archiving application for automated filing.
• Prism Software Products – Also output to Prism’s DocRecord, DocSystem, and DocTransform for additional and advanced document archiving,
  departmental workflow, rules-based printing, and print management capabilities.