Login name, account expiry date and days remaining until expiration are all available for easy viewing. This information can be found in the top-right corner of the home page after logging into the Instanet Forms account.
Instanet Forms 2003 Web Service – Overview of New & Improved Features
This document was created to provide users and administrators with an understanding of the new and improved features in the Instanet Forms web service for 2003.
Inside
The Main Site
User Account Information
Super User Account Access
Contact Database
Inside
Single Forms
Archiving
Save Confirmation Window
Emailing Forms
Inside
Transactions
Quick Start Groups
Multi Form Printing
Auto Populate from Contacts/ Personal
Info
Emailing Forms Attached to the Transaction
Inside The Main Site
User
Account Information
Login name, account expiry date and days remaining until expiration are
all available for easy viewing. This information can be found in the top-right
corner of the home page after logging into the Instanet Forms account.
Super
User Account Access
By clicking on the ‘Super User’ link available on the top menu of
all pages inside the main Instanet Forms web service, the Super User access
page will be opened. This facilitates the switching between linked accounts
without entering passwords or logging out and back into the service. Note
that this is a feature that must be specifically set up on multiple accounts
and is not active on standard single-user accounts.
All Super User account activity
is logged for viewing by account owners and administrators. The log can
be viewed by clicking the ‘Remote Access Log’ found on the ‘Member Setup’
page.
Contact
Database
The Contact Database allows commonly used people and companies to be stored
in a personal database. This information can then be inserted into new
transactions.
Inside Single Forms
Archiving
The archive feature creates a PDF version of the current form and emails
it to the member email address. This allows the user to keep a separate
copy of the form on disk so that the web service does not need to be accessed
to view this form. Note that the archived forms are read-only copies of
the form and form data cannot be edited in any way.
Forms can be archived in 3 different
ways:
Archived For Import – this allows the archived form to be imported
into the CD version of Instanet Forms (not included with the web service).
Flattened – This is a read-only file that is created with the smallest
possible file size.
Password Protected – This is a flattened archive file with a user-specified
password for security.
Save
Confirmation Window
Whenever a save is performed, a notification window is now displayed confirming
that the function has been completed successfully.
Emailing
Forms
The email function of the Instanet Forms Service now delivers a clean,
straightforward and easy-to-read HTML email to recipients.
When emailing a form from within the ‘working with single forms’ section,
there is now the ability to send a ‘bcc’ (blind carbon copy) of the email.
Inside Transactions
Quick
Start Groups
‘Quick Start Groups’ allow the creation of pre-set groups of forms which
can be inserting into transactions.
To set up or maintain Quick Start groups, click on the ‘Setup Quick Start Form Groups’ link inside the Transaction Functions page. This will load the Quick Start page allowing access to the ‘Create’, ‘Edit’ and ‘Delete’ options.
To start a new group, click on the ‘Create New Quick Start Group’ link. This will load the ‘Start New Group’ page.
Once the ‘Start New Group’ page is displayed, enter in a group title and brief description of the group. The title will be listed in the transaction form list once the group has been created. After this information has been entered, click on the ‘Start New Group’ button to load the form selection page.
In the ‘Form Selection’ page, select which forms are to be added into the new group. Hold down the ‘control’ key to select more than 1 form at a time. When the needed forms have been added to the group, click on the ‘Return to Menu’ button to reload the main Quick Start page.
After a ‘Quick Start Group’ has been created, it will be listed in available transaction forms, with the prefix of ‘Quick Start ->’ to separate it from regular forms.
Multi
Form Printing
The ‘Multi Form Printing’ feature allows multiple forms in a transaction
to be merged together into a single file and printed. To do this, click
on the ‘print’ tab inside a loaded transaction forms page. This will display
a list of all forms attached to the transaction. Select multiple forms
by holding down the ‘control’ key and clicking on the form names in the
list. When all desired forms are highlighted, click on the ‘Print Selected
Forms’ button. This will load up the forms as 1 single file into an adobe
acrobat window which can then be viewed or printed as needed.
Auto
Populate from Contacts/ Personal Info
On many of the transaction tabs, there are buttons for populating the sections
with information stored inside the contact database, or for populating
with the member information as stored in the member setup section. These
buttons will fill in related fields in the section with either the member
or selected contact information.
Emailing Forms Attached to the Transaction
When e-mailing a transaction you are now given the ability to choose which
form(s) specifically you would like to e-mail instead of e-mailing them
all. You can select as many forms as you want by holding down the CTRL
Key and Left-clicking on the form.
