FormTrap QDE (Quick Data Entry).

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Presentation transcript:

FormTrap QDE (Quick Data Entry)

no web or network connection Use Adobe to View, Print, Email and Save Generate ANY document stand alone no web or network connection as a PDF Use Adobe to View, Print, Email and Save AND / OR

Generate ANY document Via FormTrap Server Guaranteed, logged, fail-safe delivery as emailed PDF Guaranteed fail-safe archival Printed copy to a nominated printer if required

It’s difficult to explain, How does it Work?? It’s difficult to explain, so we’ll show you QDE, working, then explain later …

Debtors Letter Master We’ve selected a Short Name, so most fields are auto-filled. GAH is selected as Answered by Initials

Debtors Letter Detail … with this screen as the result: We’re selecting Debtors 1st letter …

Result: From lookups From Short Name selection Logic for optimum result From Paragraph selection From Initials selection

Data Entered is just … The first four are “select from list”, with last three keyed. Total keystrokes?? Less than 25

Debtors Letter Detail We’re selecting Debtors 2nd letter, from LC … virtually identical screen …

Result: Totally different wording … Different signature, etc. …

Debtors Letter Detail We’re selecting Debtors 3rd letter, from WPG … nearly the same screen …

Result: Totally different wording … (nasty tone) Different signature, etc. …

Debtors Letter Detail Oops, we’ve blundered. Here’s how to recover using a Keyed Paragraph to satisfy the client, quickly … … with this screen as the result: These are standard paragraphs Or we can write our own, like this …

This time the content is all original and keyed - just like in Word. You can also “pick up” standard paragraphs and insert them, for ANY activity that warrants saving the text to use again. One QDE form for potentially ALL Customer letters. Not bad for US $150 per seat, per year.

Let’s go back to what this is: Automatically generated Data Entry screen with branching and logic ... … that validates keying … … and uses simple EXTERNAL text files for Lists like this one …

… list selections (example Initials) ... … are expanded by Lookups These are external to the form, hence able to be modified anytime, with a text editor plus Lookup maintenance.

View, Print, Email and Save using Adobe Use text files to edit: customers, prospects, products, prices, discounts, anything Produce PDF forms View, Print, Email and Save using Adobe

Example P.O.

FormTrap use this for ALL Accounting Documents This shows just one of our forms, which includes auto-fill, list selection from internal and external lists, arithmetic and other components. QDE Forms may include complex arithmetic, internal totalling, If-then-Else logic, RegEx expressions, etc. QDE output is identical XML files, and may be sent to FormTrap Server to: print email fax archive

This is a QDE page that collects document data. Quick Supplier Ref and Ship To are short names (from a list) that populate the remainder. Currency is a pull-down list where you MUST select one of the options. GST Applies is a tick box. Next Record is a decision point.

This from a single copy of “our” names, eg our-fax used universally. This autofills from Quick Supplier Ref = Tek These are calculated, the GST block is only present if ticked in QDE This autofills from Ship To = Alan-Melb Copyright © 2015, All rights reserved, TCG Information Systems Pty. Limited.

QDE Prompts This is a “long prompt”. Prompts can be left of or over the keying areas, this Prompt is over.

QDE Help / Instructions This is an optional Help / Instructions panel, shown when the mouse is “ hovered” over PO.

QDE List Response This shows a list response, selecting FTSrv 30 printers FTSrv 30 printers expands when formatted to this.

QDE Within Form Lists Lists may be built into the form, like this one is …

QDE External Lists … or supplied as external lists (simple .txt files). External lists are maintained without modifying forms.

QDE Features/Benefits Colossal time saving over Outlook and Word MOST Letters may be semi-automated ALL letters in one Form View, Print, Email and Save using Adobe Use for all of your off-system forms (eg Expenses, Human Resources) If you do this via FormTrap Server, all forms are accountable, delivered and Archived automatically

you also get Email Express as part of QDE how’s that for VALUE … … but wait, there’s more … you also get Email Express as part of QDE how’s that for VALUE …

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