nForm 2.0 Training

nForm 2.0 nForm 2.0 is the ‘umbrella’ name for both nForm Connect and nForm application (tablet)

nForm Connect Also referred to as the Administrative software. This is installed on the PC. Used to define file locations, administrative settings, etc.

nForm App Available for iPad and Android users Also referred to as Client software Used to sign forms Some admin settings located within this software

How to Get to Settings (nForm Connect and nForm App) With nForm 2.0 there is a password protecting the settings. That password by default is: admin The password can be changed on the Admin Settings Tab within nForm Connect

How To Add a Tablet After installing the app on a iPad or Android tablet, the user will see a screen that has a machine address field as well as a 2D barcode icon. Customers are instructed to use the Tablet camera to scan the 2D Barcode located in the Tablet tab of the settings screen for nForm Connect. Users must then click ‘Detect Tablet’ on the Tablet Tab within nForm Connect.

Cloud Mode Cloud mode uses AWS “Amazon Web Services” to allow nForm Connect and the nForm app to communicate, even if they are not on the same network. In the future, customers will be required to provide their own AWS accounts. However, this may change. If a customer is looking for rates or how to setup a AWS account, forward them to the Product team. We have instructions and documents that will help them estimate their AWS costs.

LAN Connections Uses WiFi/LAN to connect tablets Tablets can only be connected to one network at a time

How to add documents/bundles to the tablet A new feature of nForm 2.0 is to store documents or bundles of documents on the tablets. Users can pull up a form or group of forms from the tablet directly without having to use nForm Connect. To add documents to the tablet Check off ‘Send to tablet’ next to the Forms path on the General Tab within nForm Connect. This allows all documents or bundles of documents using the files in the Form path to be accessible from the tablet.

Form Fields One of the key new features in 2.0 is Form Fields. These are fields within documents that the user can click on and then type in. These fields can be put into any PDF sent to nForm using Nuance Power PDF.

Advantages of Form Field Reduces the need for entering in the same info multiple times. Data from these fields can be used for file naming. Easier to enter data. Demo

Batch Printing Batch Printing allows multiple forms to be sent to a tablet in a single session. When Batch Printing is enabled, you must drag the printed documents to the pad you want the documents to go to on the nForm Connect dashboard. Demo

Questions