Safaltek Solutions Framework

Forms Engine™

Forms Engine™ gives a different meaning to enterprise-wide management of documents and forms. It is a web-based application that allows you to deploy letters and forms for use by the entire organization. Using pre-defined templates, you can generate professional looking documents consistently. Since it is database driven, you can generate a letter again & again with different data. From sales direct mailers to standard HR recruitment letters, Forms Engine™ gives you the power to generate and track documents professionally and with ease.

Key Features

	Services multiple applications in an organization with just one instance.
	Provides web-based interface and management.
	Generates documents based on templates using a centralized definition of Merge fields that need to be defined one time.
	Creates documents in DOC and PDF formats based on user-defined criteria.
	Uses centralized database for criteria.
	Maintains an integrated repository of generated documents.
	Provides security features through access role definitions.

Key Components

Merge Fields Library

The Merge Fields Library holds a map of Merge fields in documents, with a corresponding field in the database. Key functionalities are:

	Multiple Merge fields from different applications using one instance of Forms Engine™ can map to the same database field using aliases.
	Merge fields are grouped into categories for ease of management.
	Lookup Form Fields provide ease of managing check boxes and radio button values.
	Merge Blocks feature allows only non-null values to be displayed.
	Advanced Search feature helps search for a specific Merge field in Library.
	Grid display of results provides ease of viewing.

Query Builder

The Query Builder allows criteria definition based on which relevant data will be retrieved from the database for generating the document. Key functionalities are:

	Query manipulation facility, such as adding or editing a criteria feature, allows you to customize standard queries.
	Dynamic parameter definition of required/ optional fields provides flexibility in manipulating database to produce results as required.

Template Manager

The Template Manager allows definition of templates and their management. Key functionalities are:

	Templates can be uploaded either in PDF or DOC format.
	Templates are categorized intuitively and can be managed for new additions or modifications.
	Prompts are raised for Merge fields that are not defined in the database.
	Template search feature is extensive.
	Template history is maintained assigning ownership of template management.
	Provision of child templates generation seamlessly creates the child document every time a parent document is requested.

Document Generator

The Document Generator is a web-based user interface that creates documents based on pre-defined parameters. Key functionalities are:

	Parameter list is generated via XML for flexible use.
	Child documents are automatically generated the parent document request is made.
	Document history is maintained.

User Management

Through role definition, Forms Engine™ offers security by limiting access and authorities. Roles are defined as follows:

	Super Administrator: Can manage all applications in one instance of Forms Engine™.
	Administrator: Has rights to all functionalities (Configuration Settings, User management, Letter Management, Letter Generation, and Merge Field Management) of one application only and its users.
	Letter Manager: Has management rights to templates of one application (Letter Generation, Letter management, and Merge Field Management).
	Letter Generator: Can only generate documents for previously uploaded templates.
	View: Has only view rights to Letter Generation.

Forms Engine™ At Work 1-2-3

	Define document template with required Merge Fields.
	Build query for criteria to retrieve relevant data for Merge Fields from database.
	Use document template and run query to generate a letter.