AGForms Smart Forms Technology

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AGFormsSmart Forms Technology
Transforming Data to a Portable Application

• Solution overview
• www.agat.co.il

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Introduction

• Using forms is one the most common ways to
  gather, manage and distribute data
• AGForms is a technology solution for smart forms
  .
• With AGForms you can
• Create smart fillable forms available via web or
  email.
• Extend business process beyond your organization
  boundaries
• OUT- Capture data from you back-end systems
  (BPM/ERP/CRM/PLM) for your user to react or
  collaborate
• IN- Extract form data back into your systems
• Give your user a portable data application with
  validation tools, calculations, dynamic
  formatting, printing control, attachments and
  other features all viewed in a familiar browser
  environment.

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When to use AGForms ?

• Allow offline work like sales person on the road.
• Avoid managing external users/customers or their
  internal processes.
• Need digital signature in a web environment.
• Improve service and efficiency for your
  customers.
• Dynamically capture data from internal systems to
  be embedded as interactive forms.
• Efficiently extract user data back into your
  systems

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AGForms- typical architecture
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XML
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Website / Email
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5
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AGForm
XML
5a
Online / Offline
FAX
OCR
Optional
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AGForms Features

• Main features of AGForms
• Support saving locally and working offline.
• Full support of digital signature
• Ability to add Attachments
• Printing Templates
• Web service connectivity.
• Validation tests and dynamic form behavior
• Import/ export XML
• Form submission via email or server
• Form originality check
• The solution includes a server side for managing
  and extracting form data
• Developing AGForms is done with any HTML editor
  with Attributes AGForms.

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AGForms server

• Extracting data from form as XML
• Modify and insert data into form
• Locking and releasing fields
• Check data validity by form rules
• Manage attachments
• Verify signatures
• Redirect form to other location or back to client

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AGForms development

• Developing AGForms is done with any HTML editor
  using AGForms Attributes
• AGForms offers add ons to Visual Studio and
  Dreamweaver to speed up building and
  design

• ADD ON includes
• Schema displaying AGForms attributes and
  IntelliSense
• complex function wizard
• General settings wizard
• Templates for new forms
• Checker for syntax errors

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Customer - case studyIsraeli government

• AGForms technology was chosen by the Israeli
  government both for internal and external usage.
• All Israeli citizens and companies that interact
  with the government will be exposed to the
  AGForms technology.
• As for today there are a couple of hundreds of
  forms and during these days all the thousands of
  forms are transformed/build using AGForms
  technology.

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http//www.gov.il

• Site includes form for
• Printing
• Filling and printing
• Filling and submitting

http//www.gov.il/firstgov/forms/formsindex.htm
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Thanks

• For more information please
• Visit www.agat.co.il
• Contact
• Yoav Crombie
• Tel [phone]
• yoavc_at_agat.co.il

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Appendix Detailed Features
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AGForms Modules

• AGForms browser Tool Bar
• AGForms Server
• AGForms Visual Studio/Dreamweaver add on.

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Using AGForms

• In order to use and see AGForms the user must
  install the AGForms Toolbar.
• The toolbar is visible only when AGForms content
  is shown by the browser and is hidden
  automatically else wise
• The toolbar can be installed from AGAT site.
  Press here for installation.
• The toolbar is free for use.

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End user TOOLBAR features
Attachment
Clear
Index
Verify signatures
Help
Display form creator
Submit
Save
About
Print
Embed data
Lock
Options
Import/Export
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End user index
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End user - Attachments
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AGForms - Details

• The following pages show the AGForms features in
  details

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AGForms Technology Features advantages

• Support saving locally and working offline
• Full support of digital signature
• Display live content from web service in form
• Validity checks during usage and before print
• Submit as mail or by http
• Build in service functions
• Support attachments and images
• Import and export data
• Print template control
• Authentication of form identity
• Lock form

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Digital signature of form

• Signature of form content including images and
  attachments.
• Optional graphic display of scanned signature
• Automatic versioning of signed copies.
• Option to display form as signed even after
  changes.
• Support of several levels of signature
  verification.

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Digital signature of form (cont)

• Content change alert
• Support multiple signatures on a single form

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WEB SERVICE Connectivity Display live data from
web service

• Display data from web service
• Configure form to load values on demand or on
  form load.
• Option to embed values into form for offline
• Allow display of values from any system
  supporting XML presentation of data.

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Build in validation checks

• Required fields
• Min / Max length check
• Unique values check for fields or field
  combinations
• Build in data types such as date, integer, id num
• Friendly error messages with field names
• Custom Constrains integration

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Form Submit

• Submit by mail
• Submit by mail server
• Submit by HTTP
• Action on return (Redirect, Payment process etc.)
• Authentication

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Build in service functions

• Dynamic tables
• Calendar
• Dynamic change of form content
• Conditional Hiding/Showing parts of form
• Selection values dependencies
• Floating window display for long text

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General form attributes

• Interface language and form direction
• Required field marking
• Visibility and activity of TOOLBAR icons
• TOOLBAR version compatibility
• Disabling browser file menu

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Attachments

• Support adding attachments into the form and into
  fields
• File types control
• Max file size control
• Allow users to add images to be displayed
  embedded in the form

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Printing capabilities

• Ability to add a printing template different from
  the regular form
• Print layout control Landscape / Portrait
• Print margin control
• Allow print only after data validation

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Import/Export

• Build in export data to XML
• Optional import of data by user.
• Import supports automatic enlargement of dynamic
  tables

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Form creator identification
User can check form creator by displaying his
certificate
Form will automatically close upon changes done
not by application interface
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AGForms server - Details

• The following pages show the
• AGForms server features in details

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AGForms server API

• AGForms server includes
• Form Class
• Form Handler Class
• Attachment Class
• Signature Class

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Server API- Form Class

• Main features
• Extracting form data as XML
• Importing xml data into form
• Managing attachments
• Form XSD retrieval and checking
• Form compare
• Field encrypting
• Form originality check
• Locking and releasing fields

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Server API- Form Handler Class

• Main features
• Filtering dangerous file such as applet, scripts
• Check data compatibility by XSD schema
• Mail submission of form by parameters

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Server API- Attachment Class

• Main features
• Detaching and saving attachments local path
• Get attachments properties
• Adding and removing attachments

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Server API- Signature Class

• Main features
• Collection and verification of signatures
• Signed form retrieval

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AGForms - Development

• The following pages show the
• AGForms development in details

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Add on- Properties and IntelliSense
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Add on - templates startup
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Add on - function builder
Complex function builder
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Add on - General settings
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Add on - General settings toolbar
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Add on - General setting - submit