1. Advanced Design Considerations l Paper forms –Choosing the right materials End use requirements such as folding, bursting, routing, filing, retention, exposure to environment Marking engines, such as handwriting, typewriter, chain/drum printers, laser, ink jet, thermal Manufacturing considerations, such as size, plies, carbons, inks, artwork, shipping, storage, bindery, speed/efficiency Technology impacts - rolls, sheets, fanfolded, color, thermal, pre/posting processing

2. Let’s Talk About Materials l Paper –Made from cellulose fibers –Three main pulping methods - chemical, mechanical, semi- mechanical –Paper grades - bond, groundwood, index, tags, offset, carbonless –Recycled paper –Carbon paper l Other materials –Pressure sensitive –Envelopes –Pegboard –Coated paper

3. Forms Technologies l MICR l OCR l Secure documents l Bar codes l Checks l OMR l Mailers

4. Writing Specifications l Start with system l Standards and style l Specification database l Production requirements l Reorders –Exact repeats –Copy change –Spec change l Communicating with manufacturer

5. Test For Understanding l Break

6. Moving To Electronic Forms l Basic Print-On-Demand l Fill and Print l Intelligent Electronic Forms l Enterprise - enabled Forms l Integrated Applications

7. Choosing Design Software l Paper only –Electronic proofing –Form Libraries –Training l e-form migration –Mapable file –Output standards –Postscript –PCL –Metacode –OGL

8. Cost of Forms l Design and analysis l Production l Inventory and distribution l Use/efficiency l Forms management l Waste/obsolescence

9. Quality Issues l Design efficiency l Processing l Availability/customer service l Control

10. Forms Management l Forms control l Forms analysis l Specification and function l Systems l Inventory and warehouse management l Trends, legal issues, retention

11. Forms Layout l Elements –Scale –Conventions –Print Positions –Lockup –Fonts –Zones –Screens, reverses –Captions, ballot boxes

12. Mapping Issues l Fields l Source l Output l Formulas l Format l Cursor control l Logic l Masking l Hidden fields