Desktop Filler

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Reform Desktop Filler is a Windows application that allows users to manually complete forms. The forms have the ability to use database lookups, verify user input, and can be routed to email, fax, archive, or a printer. Other plug-ins such as Document Authority Control or TagDoc can also be applied to Desktop Filler workflows.

System Requirements

  • Reform Base (Manual Reform_Engine)
  • Reform VDP
  • Desktop Filler Plug-in
  • Windows 7,8 & 10

All required Reform software downloads can be found from FabSoft's downloads section.

Desktop Filler Installation

To install Desktop Filler:

1. Download and run the Desktop_Filler installation executable.
Reform15 Desktop-Filler 03.png
2. Step through the prompts and accept the User License Agreement. The installation will begin.
Reform15 Desktop-Filler 04.png
3. Allow the installation to complete and then read on to the next section to learn how to use the Desktop Filler. Click on Finish to exit out form the installation window.
Reform15 Desktop-Filler 05.png

The default installation directory is C:\Program Files\Desktop Filler. If you have changed the path during the Reform installation routine, please refer to the appropriate path instead of the default one referenced throughout this documentation.

Plugin Registration and Licensing

When evaluating Reform, the Plugins will also be in an evaluation mode for that period of time. Once Reform has been purchased and licensed, the required Plugins must also be licensed in order to continue functioning correctly.

Please see the "Reform Licensing and Registration" section of the Reform User Manual for more information on how to license Reform Plug-ins. After the license is entered, the Reform Spooler will need to be restarted to refresh the licenses. More information regarding the Reform Spooler Service can be found in the Reform User Manual.

Create a Form using templates

This tutorial requires the Reform Variable Data Printing plug-in in order to edit a form. The following instructions explain how to create a new form using an existing template.

  1. Open VDP Designer.
  2. From the top menu bar, click on File > New > New.
    DesktopFiller newnew.png
  3. From the list of available templates, select Editable – Application_Page1-1 and click OK.
    Reform15 Desktop-Filler 06.png
  4. When prompted to open a text file for designing, select No.
  5. From the top menu bar, click on File > Page Setup. Select the printer that you want to use by clicking on the Printer Icon. Once the settings have been entered, click OK.
    Reform15 Desktop-Filler 08.png
  6. From the top menu bar, click on File > Save As. Save the form as Application.

Your Application form is now ready to be used with Desktop Filler.

Form Filler Tutorial

To enter data onto a form via Desktop Filler, the form in question must first be editable (see creating form from templates).

  1. Open Desktop Filler.
  2. Click the icon in the upper left, then click Setup.
    Reform15 Desktop-Filler 10.png
  3. If not added automatically, we need to enter the paths to the Spooler directory and the Form directory.
    Reform15 Desktop-Filler 11.png
  4. Use the browse buttons Reform15 Desktop-Filler 12.png to locate your spooler directory. Depending on your environment, these should be network paths to a Reform server (Especially when confirguring Desktop Filler at a workstation). Browse or manually enter the directories for the Forms and Spooler (Ex: \\ReformServer\Spooler\ and \\ReformServer\Forms\)
    Reform15 Desktop-Filler 13.png
  5. Veryify that the paths are correct and click OK.
    Reform15 Desktop-Filler 14.png
  6. You are now taken back to the main Desktop Filler window.
    Reform15 Desktop-Filler 15.png
  7. Click on the Open Form… button and select Application.FOM from the list and click OK.
    Reform15 Desktop-Filler 16.png
  8. Fill out the form by selecting the fields and typing your information.
    Reform15 Desktop-Filler 17.png
  9. Click on Submit to print the document.
    Reform15 Desktop-Filler 18.png
  10. You will get a prompt that a text file has been saved in the Spooler directory. The Reform Spooler will match up the text file with the form that was saved. Ensure that the Reform Spooler is running on the Reform Server.
    Reform15 Desktop-Filler 19.png

The document will be printed with the information you entered.

Modifying Form for Desktop Filler

To demonstrate modifying a form to be used with Desktop Filler, we will create a new form using one of the pre-installed templates and then modify it as needed.

  1. Open the VDP Designer by going to Start > Programs > Reform… > Variable_Data_Printing > VDP Designer.
  2. Go to File > New > New> Select Editable-ClinicalLaboratoryManagement. You will be asked if you would like to open a text file. Select No.
    Reform15 Desktop-Filler 20.png
  3. Go to File > Save As . Type in SAMPLEFORM.FOM.
  4. At the bottom portion you will be creating additional field for the Notes.
    Reform15 Desktop-Filler 21.png
    Click on the Add Link Text and draw 2 boxes in the form.
    Reform15 Desktop-Filler 22.png

    The first field will be for the label. Right click on this object and select "Edit Text…" Type in "NOTES:". The second field will hold the value that the user enters from the Desktop Filler, so this box should be made larger. Select the second field and look at the properties. Make sure to change these properties as follows:
    • Editable = True
    • Name = txtNotes
    • Text =
      Reform15 Desktop-Filler 23.png
  5. Now you’ve just finished modifying the form. Go to File > Page Setup and select a printer. When finished go to File > Save.
  6. Open up Desktop Filler and select SAMPLEFORM.FOM. You will see the Notes field is added on your form.
    Reform15 Desktop-Filler 24.png
  7. Fill out the notes field and click on the Submit button to print the document.

Desktop Filler Scripts

To add custom submit and init scripts to Desktop Filler forms, you will need to specify the script paths.

  1. Navigate to File > Form Properties... then double click on the icon next Page-Process Script.
    2018-05-10 11-48-41.png
  2. Enter the desired script paths.
    Note: Make sure that the paths are accessible from any workstations running Desktop Filler. This means that the scripts should be in a shared folder and a UNC path should be used.
    2018-05-10 11-51-24.png

User Workflow

There are a different ways that a user can process forms:

  1. Selecting a FCL file extension, the default installation of Desktop filler will register the .fcl extension. If a user click on a file with the fcl extension it would automatically execute the command DesktopFiller.exe -t <FCL filename>. This will use the FCL file and find the matching .fom based on the .fcl file name.
  2. Executing the DesktopFiller.exe <FOM Filename> from the command line will open the FOM file only.

Signature Workflow

Desktop Filler can also be used in workflows requiring signatures on a document.

  1. Open VDP Designer.
  2. From the top menu bar, click File > New > New...
  3. Select Editable - Signature.ftm from the list of available templates, then click OK.
  4. When prompted to open a text file, select No.
  5. From the top menu bar, click File > Save As...
  6. Enter Signature as the file name, then click Save..
  7. Open Desktop Filler.
  8. Select Signature from the list of available forms, then click OK.
    • If the Available Forms window does not open up automatically, click the Open Form button at the top of the screen.
  9. Fill out the available information on the form.
    • At the bottom of the form is a signature field. Clicking on this field will open a window to write a signature in.

Maintenance

There are certain directories that need to be monitored for growth along with the Desktop Filler plugin for Reform. As a system processes more and more jobs, the size of these directories can grow very quickly. Overall system performance can be affected by the large amounts of space that the files may take up. Obsolete files/database entries should be deleted according to your needs and file retention specifications.

Please see the Reform Health Monitor and Maintenance Utility section in the Reform User Manual for more information and instructions for monitoring and maintaining your server. It is recommended to monitor the following directories and SQL tables for growth:

Directories

  • C:\Program Files\Reform…\Backups
  • C:\Program Files\Reform…\Spooler\ImageQueue

Troubleshooting

  1. Forms are not displayed on Desktop Filler. Go to File > Setup and make sure the Form Directory is set correctly. You also need to make sure the Spooler Directory is correct otherwise your form will not be processed.
  2. A field won’t allow you to enter information. Open the form from the VDP Designer and check the properties of the field. Verify that the Editable property is set to True for the object’s properties.