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Outsourcing TeleForm Form Design

Blog - TeleForm

Home CaptureOutsourcing TeleForm Form Design
lady at desk with a mess of paper piled behind her

Outsourcing TeleForm Form Design

March 19, 2013 Posted by alan@connectis.ca

TeleForm is a complete software suite that interprets forms and documents from  scanner, fax server, email or the Internet and convert the Alpha/Numeric Hand-print (ICR), Machine Printed Text (OCR), Shaded Circles/Squares (OMR) and Bar Codes to all industry standard databases.

The TeleForm Form Designer, is the app where you define the visual layout, field attributes, validations and your data export requirements.  While the Forms Designer looks easy enough, many clients ask us to build their forms for them to speed the design process and to ensure accuracy – for a fixed fee.

Questions

If you’re using something like MS Word to design forms, the form when printed may look good but won’t be suitable for digital capture. If you own TeleForm and need help to build a bullet proof form that captures a high percentage of the content without manual data entry – contact Connectis and we can scope out your project, quote a fee to design the form(s) and deliver them ready to use promptly.


Deciding on exactly which field object type to select to capture

data capture can be easy once you’ve got the hang of it, but each field type have many property settings that can be incorrectly defined which can negatively impact the capture process.  When we design forms for you, we always test – test – test your forms to ensure the highest capture success rate.  We always test our forms using Non-Form Data Entry within Verifier before we even print anything (we like to save paper too!).  Performing this test first confirms how the data presents in the export you’ve defined.


The Designer supports several field object types including constrained type,

combe, OMR, ICR, bar code, single & multiple choice, image & capture zone and others – you gotta get it right or look out.  We also make sure to specify the field order, tabbing order, field naming convention, field types, field lengths, recognition set-ups, validations, page identification, recognition enhancements, data export and more. We’ve been building TeleForm forms for years and choosing the ideal field type is first principles  for us, so much so that we can build it fast so that it’ll work the way you want – probably for less than you could do it yourself.


Here's a few tips if you're going to build the forms yourself

  • Fingerprint every page of your form to make it identifiable to TeleForm
  • Use logos, lines, boxes to help with page identification and field registration.
  • Use unique form numbers to help differentiate pages.
  • Use sequential page numbering for page linking
  • Move that form id where it’s most visually pleasing
Tags: Capture
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About alan@connectis.ca

Project Manager, Educator and President at Connectis Group. An organized professional consulting on, defining and implementing Digital Transformation and Cyber Security projects with a focus on productivity and user-friendly adoption. A 1977 graduate from University of Toronto, Alan has been trained and received dozens of certifications on business solutions, business management, process automation and software and hardware product training over the last 45 years.

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