Advanced Design Considerations

1
Advanced Design Considerations

• 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
Lets Talk About Materials

• 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
• Other materials
• Pressure sensitive
• Envelopes
• Pegboard
• Coated paper

3
Forms Technologies

• MICR
• OCR
• Secure documents
• Bar codes
• Checks
• OMR
• Mailers

4
Writing Specifications

• Start with system
• Standards and style
• Specification database
• Production requirements
• Reorders
• Exact repeats
• Copy change
• Spec change
• Communicating with manufacturer

5
Test For Understanding

• Break

6
Moving To Electronic Forms

• Basic Print-On-Demand
• Fill and Print
• Intelligent Electronic Forms
• Enterprise - enabled Forms
• Integrated Applications

7
Choosing Design Software

• Paper only
• Electronic proofing
• Form Libraries
• Training
• e-form migration
• Mapable file
• Output standards
• Postscript
• PCL
• Metacode
• OGL

8
Cost of Forms

• Design and analysis
• Production
• Inventory and distribution
• Use/efficiency
• Forms management
• Waste/obsolescence

9
Quality Issues

• Design efficiency
• Processing
• Availability/customer service
• Control

10
Forms Management

• Forms control
• Forms analysis
• Specification and function
• Systems
• Inventory and warehouse management
• Trends, legal issues, retention

11
Forms Layout

• Elements
• Scale
• Conventions
• Print Positions
• Lockup
• Fonts
• Zones
• Screens, reverses
• Captions, ballot boxes

12
Mapping Issues

• Fields
• Source
• Output
• Formulas
• Format
• Cursor control
• Logic
• Masking
• Hidden fields