FormTrap Lookups.

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Presentation transcript:

FormTrap Lookups

Lookups We populate “our” details from lookups, one source for EVERYTHING. This is one of infinite layout possibilities where font, size, color, position and order apply to data from lookups.

Common to all Forms These are “our xxx” lookups, if you need to change ANYTHING, do it here, once, and that job is completed. … for ALL forms and letters

Common to all Forms This is the design, showing the “our” names used. If you want different offices, even different companies, that is dead simple, just include a company identifier (example “Our Name CEG Nevada”) to get …

Many different company demographics inserted using company ID from one input file

Lookups on four out of seven products Product Lookups No Lookups Lookups on four out of seven products In close to 40 years, I have WITHOUT FAIL seen Product Descriptions abbreviated to the point of illegibility.

Now you can Invoice, Order and especially Quote with full understanding by the recipient

Don’t have the data you require? Include the company identifier in lookups and you can Email

… look up and substitute Email. What does XML provide?? XML Delivery Tag Data … use for anything: delivery to email, fax, printer language translation – eg Units of Measure full letter phrases from an abbreviation company demographics from codes expanded product name (or the system field if there is no lookup for this item) Given Customer .. … look up and substitute Email.

Need Whole Paragraphs? Next two slides show the data file, what the form definition is for Clauses, What we saved in the Lookup File, and what we printed

Data File: Form Design:

Lookup Entries:

Resulting Printed Clause Multi-indented Justified Clause splits across page boundaries

… and if you find a bludner, oops blunder, You fix it ONCE, no Form Changes and you’re good to go, … not just for this contract, for ALL Contracts

FormTrap Get a REFERENCE – see what others experience Provide a FILE – we’ll turn it into a DOCUMENT Ask for a QUOTE – we have purchase, rental and per document formatted options available Ask for TRIAL SOFTWARE, you’ll need to talk to us first as we can only afford support for genuine, IMMEDIATE prospects

Sales@FormTrap.com Support@FormTrap.com +61 2 8303 2400 Call or Email … Sales@FormTrap.com Support@FormTrap.com +61 2 8303 2400