Transcript Conver Form to PDF

GoFormOnline
The Only “What You See Is What You Get”
Online Form Processing System
The Ultimate Solution For The
“Government Paperwork Elimination Act”
A Smart Tool For Web Development
With No Programming Required
Jerry Sun
Sharon Technology
781-793-0835
[email protected]
www.GoFormOnline.com
[email protected]
Convert Form to PDF
 GoFormOnline
works with forms in
PDF format. You can
– Scan a paper form and save it as a PDF
file or
– Convert an e-form in any format to PDF
with Adobe Acrobat Professional
 This
demo uses the common W4
form as an example
Create Database Tables
 Create
database tables in any major
database such as Oracle, MySql or
MS Sql Server. We need
– One table for each form
– One table for each sub-form or grid
Create Form Template


Open GoFormOnline Form
Designer, go to the menu and
select Template|Create
Template
Enter the following
information and then click
“OK” to create a new
template:
–
–
–
–
–
Template Name
Path of the PDF Form
Database Table Name
Fields for Searching Forms
Fields for Displaying Search
Results
– Description of the Form

Template settings can be
edited by selecting Menu
Template followed by Edit
Template
Edit Form Template

Add Input Fields

Set default values

Link input fields to database
fields

Edit formulas

Set business rules


Set workflow. Sections 1 to 7 in
the W4 form are for end-users,
and 8 to 10 are for Admin to
process
Click the “Save” button. The
form is ready to be processed on
the web

You can add or remove any Input Fields
or change any settings. After clicking
the “Save” button, the changes become
effective on the web immediately.
Login to GoFormOnline

This system requires a login so that
– The form can be pre-filled with default information of the current user
– The form can be saved, submitted and processed by different users
who log on
– For this demo, we will use a test account with User Name: Jack, and
Password: test
– You can also create your own account to login
GoFormOnline Home Page

This page contains all forms and form packages
the current user has permission to fill
My Forms


Selecting a form, such as the W4, takes you to this page in the
Public User Mode
On this page, you may select to
– View a submitted form by clicking “View”
– Clone a submitted form by clicking “Clone”
– Open a new form by selecting “New Form”

You can switch to a different form using the dropdown list
Fill and Submit a New W4 Form

A new form is pre-filled
with personal information

The editable fields are in
light blue



The form can be saved to
the database on the server
by clicking the “Save”
button
The value for Section 5 can
be calculated by entering
values in A to G
If any input is incorrect, for
example, the social
security number not being
nine digits, an error
message will be displayed
Continue to next slide
If
the form is not completed and the
“Submit” button is clicked, GoFormonline
displays a message for incomplete form
and sets focus to the first incomplete
field
When
a form is submitted, a notification
email is sent to the next level
Administrator
After
a form is submitted, it becomes
read-only unless the form is rejected
later by an admin user


The form can be
printed at any stage
by clicking the
printer icon (“Create
PDF for Printing),
and then the open
folder icon (“Open
PDF for Printing”)
A Filled W4 form is
sent back to a new
browser window with
the Adobe Add-on
loaded for printing
Office Users


If the form is set to be filled by office users, when the user selects
a form such as W4, instead of going to “My Forms”, it goes to “My
Group Forms”
From here, the user can open a new form, or search an existing
form to edit or view by any pre-set fields
Fill Fields with Default Values in Office User Mode



In the Office User Mode, the new form is not pre-filled with user
information
When a field such as “Last Name” is clicked, a dialog box is
displayed and searches for a name by any pre-set fields
Click “Select” for a name in the search results, and all the fields in
the form will be filled with the information of the selected person
Admin Users


When a form (or a form package) is submitted, the next
level admin users receive notification
An admin user who logs into the system will see the links
“Process Forms”, “View Forms”, “Process Packages” and
“View Packages” at the upper-right part of the home page if
there are forms and packages to be processed or viewed

To process a form, select “Process Forms”, and choose the
appropriate form

To view a form, select “View Forms”, and choose the
appropriate form

A non-admin user with view permission can also search and
view a form
Process Submitted Forms





The form submitted by Jack
has three fields, 8 to 10, to be
edited by the admin. The
three fields are pre-filled with
default values for the admin.
The admin user can reject or
approve the form
If rejected, the admin should
explain reasons through an
email. The rejected form can
be edited and re-submitted
If the form is approved, it
becomes read-only
The workflow is not always
this simple. It often has
multiple levels and sub-levels.
Some sub-levels can be
processed concurrently
Assist Form Filling




A part of the form or the whole form can be assigned to another
person to work on. For example, the Patent Application Form has a
section for the lawyer
After a user opens and saves a form, the user can assign a role to
another person by entering an email
Choose the role for the assigned person and then click “Save”
The system sends an email to the assigned person




When the assigned
user logs in, a link
”Help Requested” is
displayed
Click the link and
select the form for
which help is
requested
On the third page of
the Patent
Application Form,
there is a section for
the lawyer to fill in
If a third party was
given permission to
submit, he/she can
complete the form
and submit it
Other Sample Forms
 GoFormOnline
is a general-purpose
online form processing system. It
can handle any form for any business
or government office
 Following are a few samples
Multiple Level/Sub-Level Workflow: A Company
Capital Expenditure Form Requiring Up To Eight
People to Approve
A Travel Expense Form From Excel
A Complicated Health Care Form Scanned from Paper
Massachusetts Unemployment Insurance Claim (Landscape Page)
A Visa Application Form with ID Picture
A Form Receiving Information from
a Dialog Box and a Web Service

Main Form. Click the Zip Code
field to display the dialog box
page

Dialog Box Page. Click
“Submit” to back load
information to the Main Form
Try It Yourself at
www.GoFormOnline.com


You can register as a user by clicking the
“Registration” link or
Use a test user account
– User Name: jack
– Password: test

You can download the installation package
for the .net version of GoFormOnline at
www.GoFormOnline.com/EFDownload.aspx
Thank you!
Please contact
Sharon Technology
781-793-0835
[email protected]
8 Iron Hollow Road
Sharon, MA 02067
for a demo of other advanced features or for
GoFormOnline installation