Create!form® provides quick and easy document output customization using a WYSIWYG "drag and drop" process. As part of the Create!form authoring suite, Create!form Designer enables users to create custom invoices, statements, checks, purchase orders and other documents, without programming or application changes. With Create!form Designer, add logos, graphics, bar codes, signatures, colors, fonts and conditional logic to business documents. The intuitive graphical design interface allows nearly anyone in the organization, even non-IT staff, to design forms giving control to those who understand the document best.
To define a data map, simply select the data you want mapped from your original output, and drag it to the desired location in the new design. Customize font, size, color, shading, orientation/rotation, justification and more. Create!form Designer dynamically removes leading, trailing spaces and blank lines, such as an address block where no data is provided. "Document sets" or individual documents within a batch run are easily defined by flagging a change in value, a page delimiter or any other customizable data condition within the output file.
Create!form Designer features include:
- Standard host application output using XML, CSV and generic ASCII formats;
- Document length can be dynamically adjusted on the fly by repaginating output based upon incoming data;
- Subforms can be created and dynamically linked to any number of master forms, and are typically employed for frequently used information such as logos, addresses or signatures;
- Intelligent table structure streamlines the formatting and management of your repeating line item data, allowing users to easily create an auto-expanding, auto-structuring table;
- Use Create!form Designer's expression builder and user variable functions to add data calculations to document output; and
- PDF e-signature objects may be inserted into the final PDF document
- A merge preview feature lets users create PDF "proofs" of final document output from within Create!form Designer.
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Samples of Customized Forms
Purchase Order
Invoice
AP Check
Account Statement
Pick Slip
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