The Administration tab allows you to administer Formatta E-Forms Manager settings, users, and licensing.The Administration tab allows you to administer Formatta E-Forms Manager settings, users, and licensing.
If your Formatta E-Forms Manager installation supports Workflow, then the General section will allow you to configure settings such as constants, which can then be used in workflow configurations.
Form Categories allow you to group related forms according to your business requirements. For example, all forms associated with hiring a new employee can be grouped into a category called "New Employees." When reviewing submitted forms and signed forms, your search criteria can be narrowed down to the "New Employees" category of forms.
Formatta E-Forms Manager allows you to maintain information on two types of users: End Users who fill out and submit forms to Formatta E-Forms Manager, and Form Administrators who have responsibility for managing Formatta E-Forms Manager.
End Users may be added and managed in Formatta E-Forms Manager when you want to use Formatta E-Forms Manager's internal authentication mechanism for form signing and submission by end users. (You may alternatively use LDAP or Active Directory authentication.)
Form Administrators may be created with different access levels, ranging from Level 0 (Account is Disabled) to Level 4 (Full Administrator Rights).
Server settings are managed through the Remote Signing and Form Publication menus. These settings include installing a single, server-based digital certificate for Remote Signing as well as specifying form publication settings for protocol, host name, and port.
Formatta E-Forms Manager requires a license from Formatta for operation. The application is licensed on a perpetual basis, and administered through the License Information screen. A limited evaluation license is also available in order to review the features of Formatta E-Forms Manager.
This section allows you to configure items related to how Formatta E-Forms Manager sends and receives email. Sub-sections include:
Formatta E-Forms Manager allows you to receive submitted forms using a connection to a POP3 or IMAP email server. The Email Processing section allows you to configure such an email server connection, and to enable or disable processing of submitted forms through this connection.
Some functions such as Workflow require the Formatta E-Forms Manager server to send emails. This section allows you to configure a connection to an SMTP server for this purpose.
In using workflow, you may want to create global email templates that can be shared across the workflow configurations for multiple forms. Global email templates are listed and configured in this area.
The email queue lets you check the status of outgoing emails, and to clear out any emails that are having trouble being sent.
In order to integrate forms with third-party software for document management and archival, Formatta E-Forms Manager can provide data, e-form, and image export of submitted forms. The Imaging area allows you to enable or disable these features, and to specify settings for their operation.
This area lets you specify how end users will authenticate when digitally signing or submitting forms to Formatta E-Forms Manager. You may choose Formatta E-Forms Manager authentication, which uses the internal list of End Users, or you may also select and configure connections with an LDAP or Active Directory Server.
This area lets you:
Define connections to external databases using your system's ODBC settings.
Define SQL queries for use by Autofill configurations, in order to dynamically populate forms with information from databases.
Define SQL statements for use by Autowrite operations in order to write to databases using data from submitted forms.
This area lets you specify SOAP message endpoints, which allow for exporting of form information to third-party services via SOAP.
This area lets you set up ECM Connectors to facilitate conversion of a submitted form to a tiff image and importing options.
The Administration tab displays several options for managing the Formatta E-Forms Manager application, form administrators, end users, and forms. Depending on optional modules that may or may not be included with your Formatta E-Forms Manager license, some of these options may not appear in your installation.
Categories - Create and edit categories of forms such as Human Resources, Accounts Receivable, etc.
General - Create and edit constants that are used in Formatta E-Forms Manager Workflow.
End Users - Create and edit end users who can sign and submit forms to Formatta E-Forms Manager.
Form Administrators - Create and edit form administrators and their access levels.
Remote Signing - Set up Formatta Remote Signing with a server-based digital certificate.
Form Publication - Manage Formatta E-Forms Manager server settings for protocol, hostname, port, etc.
Licensing - View and manage Formatta E-Forms Manager licensing.
Email - Set up a mailbox for Formatta E-Forms Manager to begin receiving forms via email, and configure outbound email settings and templates for use with Formatta E-Forms Manager Workflow.