Getting Started With TeleForm

Cardiff TeleForm
Getting Started with

TeleForm 10.4
Notice
This document is a proprietary product of Autonomy, Inc. and is protected by copyright laws and international
treaty. Information in this manual is subject to change without notice and does not represent a commitment on
the part of Autonomy, Inc. While reasonable efforts have been made to ensure the accuracy of the information
contained herein, Autonomy, Inc. assumes no liability for errors or omissions. No liability is assumed for
direct, incidental, or consequential damages resulting from the use of the information contained in this
document.
The copyrighted software that accompanies this document is licensed to the End User for use only in strict
accordance with the End User License Agreement, which the Licensee should read carefully before
commencing use of the software. No part of this publication may be reproduced, transmitted, stored in a
retrieval system, nor translated into any human or computer language, in any form or by any means, electronic,
mechanical, magnetic, optical, chemical, manual or otherwise, without the prior written permission of the
copyright owner, Autonomy, Inc., 892 Ross Drive, Sunnyvale, California 94089.
This document may use fictitious names for purposes of demonstration; any references to actual persons,
companies, or organizations are strictly coincidental.
Trademarks and Copyrights

Copyright 2008 Verity, Inc. All rights reserved. Verity, Cardiff, the Verity logo, the Cardiff logo,
TeleForm, AutoMerge Publisher, Designer, eForm Option, MediClaim, Reader, Remote Capture Station, Scan
Station, Verifier and Web Capture Option are trademarks or registered trademarks of Verity, Inc., part of the
Autonomy group of companies.
RecoFlex includes technologies licensed from: Ceresoft Inc., re Recognition Technology GmbH, ScanSoft and
others. BasicScript copyrighted by Summit Software Company. Other products mentioned herein may be
trademarks and/or registered trademarks of their respective owners.
Patent Information
Covered by US Patents 4,893,333; 5,247,591; 5,555,101, 5,943,137, 6,920,247 and 6,950,553.
Document Number and History

Document
Number
Release Date
Product
Version
DM0649
9/28/2004
TeleForm v9.0
DM0670
4/15/2005
TeleForm v9.1
DM0716
6/15/2006
TeleForm v10.0
DM0735
6/22/2006
TeleForm v10.0
DM0763
11/15/2006
TeleForm v10.1
DM0778
08/15/2007
TeleForm v10.2
6/15/2008
TeleForm v10.3
8/30/2008
TeleForm v10.3.2
9/29/2008
TeleForm v10.4
6/23/2009
TeleForm v10.4.1
Revision History
Comments
Typographical corrections
Document Numbers no longer

assigned to user documents.
Revision History
Contents
CHAPTER 1
Introduction to TeleForm
About This Chapter ...........................................................................................................11
Welcome ...........................................................................................................................11
What Does TeleForm Do? ................................................................................................12
Designing Information Templates ...........................................................................................13
Form Templates ................................................................................................................14
Document Templates ........................................................................................................15
Package Templates ...........................................................................................................16
Processing Files .......................................................................................................................17
Automatic Batch Processing Tasks ..................................................................................18
Manual Batch Processing Tasks .......................................................................................18
Auto Exports ............................................................................................................................19
Form Overview .................................................................................................................20

Capture Overview .............................................................................................................21
TeleForm Modules ............................................................................................................22
Designer ...................................................................................................................................23
Scan Station .............................................................................................................................24
Reader ......................................................................................................................................25
Verifier .....................................................................................................................................26
AutoMerge Publisher ...............................................................................................................27
Multiuser Modules ...................................................................................................................28
Remote Capture Station ....................................................................................................28
Web Capture Option ......................................................................................................... 28
Control Center .................................................................................................................. 28
About this Guide ...............................................................................................................29
Contents
CHAPTER 2
Whats New
About This Chapter .......................................................................................................... 31
Non-Image File Support ................................................................................................... 32
Document Templates ........................................................................................................ 32
Index Fields ................................................................................................................ 32
Content Rules.............................................................................................................. 32
Auto Export ................................................................................................................ 32
Package Templates ........................................................................................................... 33
Cascading Index ............................................................................................................... 34
Drop In ID Modules ......................................................................................................... 35
New QC Modes and Functions ........................................................................................ 35
Anytime QC................................................................................................................ 35
Classification QC........................................................................................................ 35
Classification and Indexing Controls.......................................................................... 35
Enterprise Enhancements ................................................................................................. 36
Security ....................................................................................................................... 36
Folder Security.................................................................................................................. 36
Reporting ..................................................................................................................................36
Expanded Batch View ...................................................................................................... 37

Expanded Batch View = Job QC View ...................................................................... 37
SOAP-based Connect Agent for LiquidOffice ................................................................. 38
Job Level Auto Batch Commit ......................................................................................... 38
UB04 Form Support ......................................................................................................... 39
Improved Form Template export to LiquidOffice ........................................................... 39
Connect Agent for LiquidOffice ...................................................................................... 40
Dynamic Bar Code Enhancement .................................................................................... 40
Added Hotkeys for QC ..................................................................................................... 41
Extraction QC ................................................................................................................... 41
Prerequisites................................................................................................................ 41
Report Improvements ....................................................................................................... 42
OCR Performance Setting Control................................................................................... 42
Reader Enhancements for Multi-User Systems ............................................................... 42
Freeform OCR For Image Zones and Virtual Fields ........................................................ 43
Connecting to Multiple TeleForm Systems ..................................................................... 43
Contents
eForm Option not Supported ............................................................................................44

Tables have replaced Detail Groups ................................................................................. 44
Cardiff Intelligent Classification Server........................................................................... 44
Variable Page Forms .........................................................................................................44
Only Available for Form Templates ...........................................................................44
Switching between Correction and QC ............................................................................45
Correcting Selected Items During QC .....................................................................................45
Highlighted Fields in the Verifier Field List ....................................................................46

Status for Fields Set in Script......................................................................................46
Status for Capture Zone Fields....................................................................................46
Command Buttons can be added to Capture Zones ..........................................................46
Capture Zones Highlighted During Correction ................................................................47
Scripted Field Status ...................................................................................................47
Pre-Filled Field Status.................................................................................................47
Internal Validations.....................................................................................................47
FormIDMthd Virtual Field ...............................................................................................47
Connect Agent for Meridio ...............................................................................................48
Logo Detection Drop-In ID Module .................................................................................48
CHAPTER 3
Preparing for Installation

About this Chapter ............................................................................................................49
Installation Sequence ........................................................................................................49
Multiuser Instructions .......................................................................................................50
Multiple Versions of TeleForm .........................................................................................50
System Requirements .......................................................................................................50
Operating Systems ......................................................................................................50
Upgrade Issues ..................................................................................................................51
Database Conversion ...............................................................................................................51
Install to a New Directory ...........................................................................................51

Install Over an Older Version ..................................................................................................52
TeleForm v8 and v9.......................................................................................................... 52
TeleForm v5 v7............................................................................................................ 52
TeleForm v4...................................................................................................................... 52
Warning: Reboot Message................................................................................................ 52
Exporting Forms and Scripts ...................................................................................................52
Contents
Licensing and Hardware Keys ..........................................................................................54

Hardware Keys and Upgrade Customers ....................................................................54
Internal Database ..............................................................................................................54
MS SQL ......................................................................................................................54
MSDE..........................................................................................................................54
Install and Operating Permissions ....................................................................................55
Installation Permissions ..............................................................................................55
Operating Rights .........................................................................................................55
CHAPTER 4
Installing TeleForm and Supporting Components

About this Chapter ............................................................................................................57
Installation Sequence ........................................................................................................57
Multiuser Instructions....................................................................................................... 57
Fax Server Installation ......................................................................................................58
Fax Server Topics .......................................................................................................58
Fax Server Compatibility ........................................................................................................ 58
Changing Fax Configuration.......................................................................................58

Changing to Another Fax Server.................................................................................58
Captaris RightFax .................................................................................................................... 59
Castelle FaxPress ..................................................................................................................... 60
Optus FACSys ......................................................................................................................... 60
WinFax Pro .............................................................................................................................. 61
During Installation............................................................................................................ 61
After Installation .............................................................................................................. 61
Editing WinFax Pro Delays.............................................................................................. 61
Scanner Installation ..........................................................................................................62

Scanner Topics ............................................................................................................62
Scanner Compatibility ............................................................................................................. 62
Testing Your Scanner..................................................................................................62

Testing Kofax Scanners ................................................................................................... 62
TWAIN............................................................................................................................. 62
ISIS Scanner Support .............................................................................................................. 63
HP ScanJet 5 ............................................................................................................................ 63
HP Digital Sender .................................................................................................................... 64
Installing TeleForm ..........................................................................................................65

Activation .........................................................................................................................69
Contents
Identification Information ...........................................................................................69

License Code .................................................................................................................... 69
Machine ID ....................................................................................................................... 69
Activation Code ................................................................................................................ 69
Activation Process ...................................................................................................................69
Restoring Activation ...................................................................................................69

Installing Documents ........................................................................................................70
Installing Export Connect Agents .....................................................................................70
Purpose of Export Connect Agents ..........................................................................................71
Prerequisites ................................................................................................................71
Available Connect Agents...........................................................................................71
Updated Connect Agents .........................................................................................................71
Connect Agent Setup Programs ..................................................................................71

Installing the Connect Agent for Alchemy ..............................................................................72
Installing the Connect Agent for Legato.....................................................................72

Installing the Connect Agent for Panagon ...............................................................................72
Installing the Connect Agent for Livelink ...............................................................................73
TeleForm Version Compatibility...................................................................................... 73
Livelink Version Compatibility........................................................................................ 73
Disk Space ........................................................................................................................ 73
Installation Information ....................................................................................................73
Permissions ....................................................................................................................... 73
Installation Steps ...............................................................................................................74
Installing the Intelligent Classification Server .................................................................76

Configuration Instructions ..........................................................................................76
Prerequisites .............................................................................................................................76
Port Numbers ....................................................................................................................77
Installation ...............................................................................................................................78
CHAPTER 5
Technical Resources
About This Chapter ...........................................................................................................81
Online Help .......................................................................................................................81
Other Help Files ..........................................................................................................81
User Guides ......................................................................................................................82
Downloading Revised Documents..............................................................................82
Ordering Hard Copies of User Guides ........................................................................82
Available User Guides .............................................................................................................82
Contents
Tutorials ........................................................................................................................... 83
Software Developers Kit................................................................................................. 83
Cardiff Web Site ............................................................................................................... 83
Accessing www.Cardiff.com from TeleForm ............................................................ 83
Technical Support ............................................................................................................ 84
Before Contacting Tech Support ..............................................................................................84
Collecting Troubleshooting Files .............................................................................................85
How To Contact Tech Support ................................................................................................86
North/South American Support ........................................................................................ 86
European & Worldwide Support ...................................................................................... 86
Information Index ............................................................................................................. 87
10
Contents
CHAPTER 1
Introduction to TeleForm
ABOUT THIS CHAPTER
WELCOME
This chapter covers the following topics:
Congratulations on your decision to purchase

TeleForm. The TeleForm v10 releases only offer
improvements to our time-tested form design and
processing features; they also introduce powerful new
tools for performing Document Capture. There is no
limit to the type or number of files that you can collect,
organize, index, and export with TeleForm.
Welcome
What Does TeleForm Do? on page 12
Form Overview on page 20
Capture Overview on page 21
TeleForm Modules on page 22
About this Guide on page 29
Chapter 1: Introduction to TeleForm
11
WHAT DOES TELEFORM DO?

The following section describes the main capabilities of a TeleForm system. Consult the TeleForm Help file for
information on the almost limitless ways to create customized solutions for your specific needs.
TeleForm can:
Design Information Templates for collecting data.
Process files according to predetermined rules. TeleForm will attempt several automatic actions, but some files
may require different degrees of manual intervention.
Export collected data and files to the storage database of your choice.
Design
Process
Export
See pages 13 through 19 for information on these topics.
12
What Does TeleForm Do?
Designing Information Templates

Information Templates are collections of rules that define what a file should look like (in structure if not actual
appearance) and how it should be handled. When incoming files enter TeleForm, they are matched to a template
and processed according to the template rules.
There are three different types of templates:
Form See page 14
Document See page 15
Package See page 16
Template
Automatic
Identification &
Evaluation
Manual
Classification &
Indexing
Can Be Image
File
Can Be NonImage File
Auto Exports
Form
Document
Package
13
Form Templates
A Form Template can be automatically identified and evaluated by TeleForm. Unlike Document and Package
Templates, Form Templates include Reference Marks that enable automatic identification. Form Templates also
include data entry fields which can be fine-tuned to collect exactly the type of information required.
There are different styles of Form Templates, but they can all be automatically processed. This automated
handling distinguishes them from Document and Package Templates, which usually require some manual
intervention. If Form Templates are built well, almost no human intervention may be required.
TeleForm can only identify image files as Form Templates. If you need to handle non-image files, you must add
Document and/or Package Templates to your system.
14
Document Templates
Unlike a Form Template, a Document Template will rarely be printed, distributed, and returned to TeleForm. A
Document Template can be thought of as a model that tells TeleForm how to handle files that are matched to it,
even if those files differ from one another significantly. Documents must often be manually classified (matched to a
template) and indexed (data collected from or about the document). Even though they may not be handled with the
automatic ease of a Form Template, Document Templates offer two key advantages:
Non-Image Files
Flexible Structure
Non-Image Files
Unlike a Form, a Document can be almost any file type, not just an image file. The ability to process non-image
files was introduced in TeleForm v10. There is no need to print and scan files any longer (although TeleForm will
always accept scanning input). You can simply add the source files themselves to a batch.
Flexible Structure
Document Templates do not offer automated evaluation, but their ability to accept files of different structures
(layout, length, style) addresses many crucial information-gathering needs. You can create one Document Template
for processing a wide range of file types, reducing the time spent on the design phase.
Auto Export
Indexing Fields
DOCUMENT
TEMPLATE
What data needs to be

collected from / about the
document?
How will captured

files / data be
stored?
Content Rules
What type and quantity of files

can be matched to the template?
15
Package Templates
A Package Template can be thought of as a means for organizing a group of files. The Package Template does not
have a separate existence; you must add forms, documents, or other files to it to give it substance.
The real power of a Package Template lies in its ability to streamline indexing and exporting. Each Package
Template can include its own Index Fields and Auto Export settings. Any file that is added to a Package Template
will automatically be exported per the Packages Auto Export settings. Similarly, if the Package shares Index Fields
with its constituent items, the values for the package-level fields will automatically be written to the matching fields
in Documents and Forms within the Package.
700
PACKAGE
TeleForm QC operator enters
700
700
in the Credit Score Index Field
700
700
DOCUMENT 1
Credit Score
Index Field
DOCUMENT 2
Credit Score
Index Field
FORM
Credit Score
Index Field
DOCUMENT1
Auto Export
Credit Score = 700
DOCUMENT2
Auto Export
Credit Score = 700
FORM
Auto Export
Credit Score = 700
PACKAGE
Auto Export
Credit Score = 700
16
Processing Files
This introductory section will discuss Batch Processing. While TeleForm can process individual files, Batch
Processing is the most efficient way to handle large numbers of Forms, Documents, Packages, and Attachments.
A batch passes through the different processing stages together, moving from creation to identification, evaluation,
verification (if needed), and export. Along the way it will stop for any Checkpoint Quality Control (QC) modes that
were enabled for it, and permitted operators can pull the batch aside into Anytime QC even if no Checkpoint modes
were selected.
Correction
Batch
Identication
Evaluation
Auto
Export
Quality
Control
The actions performed on a batch can be divided into two groups:
Automatic
Manual
See page 18 for more information on these actions.
17
Automatic Batch Processing Tasks
Manual Batch Processing Tasks
There are two critical automated processing points in a

Batch Processing cycle:
Manual Batch Processing tasks occur during Quality

Control and Correction. These steps may not be
required, depending on the composition of the batch
and the success with which the items were identified
and evaluated.
Identification
Evaluation
Identification
Quality Control
Identification is the attempt by TeleForm Reader to

match image files to Form or Document Templates.
Document Templates can only be automatically
identified through a Drop In ID module, not by
TeleForms standard identification process.
During Quality Control, a TeleForm operator can:
Evaluation
Evaluation is the attempt by TeleForm Reader to pull
information from data entry fields on an image. This
function is available only for image files that are
identified as forms.
Ensure that a batch contains valid files.
Add or replace files.
Classify batch items.
Collect index information.
Improve the quality of images in a batch.
Flag items for later review and provide background

information.
The Checkpoint Quality Control modes (Scan QC,

Image QC, Extraction QC, and Classification QC)
occur at specified points in the batch processing cycle.
The new Anytime QC mode can be launched at any
time.
Correction
A batch will enter Correction only if data entry fields
on any forms in the batch were not evaluated with
sufficient confidence. A TeleForm operator will then
check the suspect data entry fields and make
corrections as needed.
18
Auto Exports
All Information Templates (see page 13) typically include at least one Auto Export, although they can include as
many as 16. Auto Exports defines how the data collected from matching files (and the files themselves) will be
stored.
Auto Exports streamline the process of getting the information youve pulled from forms, documents, and packages
into a location and format you can use to run your organization. There's no need for manual intervention. When a
batch has been fully processed and is committed, data from all the Forms, Documents, and Packages in that batch
will automatically be exported per the specifications in their separate Auto Exports.
When you export to a standard database format, such as Microsoft Access or Excel, CSV, or Paradox, TeleForm
can only export the information collected from data entry fields (forms) or index fields (documents, forms, and
packages). To store the actual source file itself that is, the file that was brought into TeleForm you must use
an Export Connect Agent.
Auto Export 1:
Standard
database
File
Data
Matched to
Template
Data
Auto Export 2:
Image Export
Connect Agent
File
19
FORM OVERVIEW
This graphic shows the basic steps involved in using TeleForm to collect data from forms. Because TeleForm offers
so many powerful options and features, it is impossible to show all of the possible ways to perform tasks such as
Distribution and Submission. Furthermore, step may not be required in every situation.
Form
Distribute
Design
Respondents
`
Evaluate
`
Identify
`
Submit
`
Verify
(if needed)
20
Export Database
Form Overview
CAPTURE OVERVIEW
Capture is the process of organizing files, collecting index information from them, and storing the files and data so
that they can be easily found and retrieved. Capture is a more wide-open, flexible method of using TeleForm. It
makes use of the same TeleForm modules that are used for Form Processing, but it often requires more manual
intervention to classify and index the captured items.
Files
Organize
Identify
(automatic )
Classify
(manual )
Index
Files
Image Export
Connect Agent
Data
21
TELEFORM MODULES
TeleForm uses five main modules to design, distribute, and process forms. Your TeleForm system may not support
or need all of these modules:
Designer
Scan Station
Reader
Verifier
AutoMerge Publisher
See pages 23 through 27 for more information on these modules.

Multiuser System Modules
Enterprise and Workgroup customers can take advantage of three additional modules:
Remote Capture Station
Web Capture Option
Control Center
See page 28 for more information on these multiuser system modules.
22
TeleForm Modules
Designer
Designers intuitive user interface lets you build information-gathering templates with a few mouse clicks. Simple
checkbox controls allow you to add business rules, data collection and indexing fields, automatic exports, and other
special functions. You can even add logos and artwork created in other graphics programs.
23
Scan Station
TeleForms Scan Station turns completed forms into batches that can be processed by Reader and Verifier. Scan
Station is an excellent tool for creating high-quality batches that require a minimum of Quality Control further
down the line.
24
TeleForm Modules
Reader
Reader performs two critical tasks:
Identification of Information Templates
Evaluation of data found on returned images
Reader normally works automatically, without any need for manual sorting. After identifying a template, Cardiffs
RecoFlex recognition technology interprets its hand print (ICR), machine print (OCR), bar code, and checkbox
(OMR) data entry fields. Reader runs unattended, so collected forms can be processed day and night.
25
Verifier
Verifier allows you to check or correct any information that was not evaluated with sufficient confidence by
Reader. It is also the module in which the batch processing Quality Control modes are performed.
26
TeleForm Modules
AutoMerge Publisher
The AutoMerge Publisher lets you distribute customized documents via printer, fax, or as e-mail attachments.
These documents arent necessarily just for collecting data. They can be custom information targeted to each
recipient, such as a membership approval notification, list of approved vendors, and so on.
27
Multiuser Modules
These modules can only be used with TeleForm

Workgroup and Enterprise. They are not available in
TeleForm Desktop.
The Remote Capture Station (RCS) can be used with

TeleForm Workgroup or Enterprise to create batches
of forms or document sets from distributed locations.
While a data link must exist between the RCS and the
main TeleForm system, the RCS is actually
independent of the Designer, Reader, Verifier, and
Control Center applications. RCS operators can create
batches of images, perform quality control on them,
then transfer the batch to the main TeleForm system
for evaluation, verification (if necessary), and data
export.
Web Capture Option
Control Center
Web Capture Option

Like the Remote Capture Station, the Web Capture
Option expands TeleForms batch creation ability.
Using the lightweight Web Capture Client, users
anywhere in the world can create batches and submit
them to the Web Capture Server. TeleForm then reads
the batch files and puts them through a regular batch
processing sequence, which includes identification,
evaluation, Quality Control, indexing/verification, and
export.
Control Center
Control Center is a management tool that centralizes
the configuration controls and data collection utilities
for Workgroup and Enterprise systems. A system
manager can use Control Center to change global
TeleForm settings, customize individual workstations,
create new Job Settings for batch processing, track
workload, and configure alerts that keep the system
moving efficiently.
28
TeleForm Modules
ABOUT THIS GUIDE

The subsequent chapters of this guide cover the
following topics.
Whats New
This chapter explains the new features offered by your
version of TeleForm.
This chapter outlines information you need to know
and steps you need to take before installing TeleForm
or any hardware that will be used with TeleForm.
This chapter guides you through the installation of fax
servers, scanners, the TeleForm application, any
Export Connect Agents you may wish to use, and the
TeleForm User Documentation Library.
Technical Resources
This chapter explains how to access technical
information about your TeleForm system.
29
30
About this Guide
CHAPTER 2
Whats New
ABOUT THIS CHAPTER
TeleForm 10.2
This chapter describes the new features added to

TeleForm 10, 10.1, 10.2, 10.3.2, and 10.4.
Extraction QC
Report Improvements
The following sections are intended only as an

introduction to new features. See the TeleForm Help,
the System Management Guide (Enterprise or
Workgroup), or other specified documents for detailed
information about the new features.
OCR Performance Setting Control
Reader Enhancements for Multi-User Systems
Freeform OCR For Image Zones and Virtual Fields
Connecting to Multiple TeleForm Systems
TeleForm 10
Non-Image File Support
Document Templates
Package Templates
Cascading Index
Drop In ID Modules
New QC Modes and Functions
Enterprise Enhancements
TeleForm 10.3.2
eForm Option not Supported
Tables have replaced Detail Groups
Cardiff Intelligent Classification Server
Variable Page Forms
Switching between Correction and QC
Highlighted Fields in the Verifier Field List
Command Buttons can be added to Capture Zones
TeleForm 10.1
Capture Zones Highlighted During Correction
Expanded Batch View
FormIDMthd Virtual Field
SOAP-based Connect Agent for LiquidOffice
Connect Agent for Meridio
Job Level Auto Batch Commit
TeleForm 10.4
UB04 Form Support
Improved Form Template export to LiquidOffice
Dynamic Bar Code Enhancement
Added Hotkeys for QC
Chapter 2: Whats New
Logo Detection Drop-In ID Module
31
NON-IMAGE FILE SUPPORT
DOCUMENT TEMPLATES
Before v10, TeleForm could only process image files

(various bitmap formats and PDF files). Files in nonimage formats had to be scanned or otherwise
converted before they could even be brought into
TeleForm, let alone identified and evaluated.
Document Templates are a key element in TeleForm

v10s improved Information Capture capabilities.
Document Templates are much less structured than
Form Templates and can be used to capture a wide
range of files, different in format, structure, and style
from one another.
V10 customers can now process virtually ANY file

format, without first converting it to an image. Many
common non-image formats can be displayed within
the different TeleForm modules, so that TeleForm
operators can gather needed information from them.
Other formats may not be visible to TeleForm
operators but can still be classified as Documents or
attached to Packages, then exported to a specified
storage database.
TeleForms automated identification and evaluation
functions cannot be applied to non-image files.
However, non-image files can be automatically added
to a global Package.
In most cases, TeleForm operators will manually
classify non-image files and gather index information
from them. As described in New QC Modes and
Functions on page 35, these manual steps can be
performed with ease.
Document Templates are created in TeleForm

Designer. The exact settings for a Document Template
will vary, but they all will normally share these
elements:
Index Fields
Content Rules
Auto Export
Index Fields
Index Fields are tools for collecting index values from
Documents. They are added to Document Templates in
TeleForm Designer, then automatically appear when a
matching Document is processed. Index Fields that are
shared between a Job Setting, Package Template, and
Document Templates enable the Cascading Index
function, described on page 34.
Content Rules
A Document Templates Content Rules define what
type of files can be classified as that template. These
rules also specify how many files any one Document
can contain.
Content Rules can be very loose (no restriction on file
type of quantity) or more restrictive (for example,
defined as a certain number of image files, able to
include only one non-image file, and so on).
Auto Export
Document Templates can make use of TeleForms
proven Auto Export feature to store captured index
values in the database(s) of your choice. If you use an
Export Connect Agent, you can store not only index
values but the Document files themselves.
32
Non-Image File Support
PACKAGE TEMPLATES
Package Templates are over-arching Information Templates for items in a batch. A Package Template can have its
own separate Index Fields and Auto Exports.
Packages define the relationship between items in a batch. For example, you might create an Employee History
Package Template. This template could be defined as including 1 Form (a Traditional Employee Application),
Document 1 (the employee's rsum), and Document 2 (a photograph of the employee).
Allowed
Files
Package
Template
Index Fields
Auto
Exports
33
CASCADING INDEX
Information collected in Index Fields cascades downward from the highest item in a batch to any constituent
items that share those Index Fields. This cascading feature can significantly decrease the time needed to index
batches.
Data collected in a batch-level Index Field will automatically be added to any matching Index Fields in the
Documents, Forms, and Packages that make up that batch. Similarly, data collected in a Packages Index Fields will
automatically be added to matching Index Fields in the Forms and/or Documents that make up the Package.
Verifier operator enters

700 in Credit Score
Index Field for the batch
JOB SETTINGS
Credit Score
Index Field
700
PACKAGE 1
Credit Score
Index Field
DOCUMENT 1
Credit Score
Index Field
34
FORM 1
Credit Score
Index Field
700
PACKAGE 2
Credit Score
Index Field
DOCUMENT 2
Credit Score
Index Field
FORM 2
Credit Score
Index Field
Cascading Index
DROP IN ID MODULES
NEW QC MODES AND FUNCTIONS
TeleForm normally identifies an image by comparing

Reference Marks on the image to a library of Form
Templates. When TeleForm detects a match between
the image and a template, the image is identified and
TeleForm performs the appropriate recognition,
validation, and export tasks as specified by the
template.
V10 introduces major changes to TeleForms Quality

Control system.
However, you can also take advantage of Drop In

identification modules. These tools allow TeleForm to
automatically identify an item as a specific Information
Template, both Forms and Documents, even if the
image does not contain any Reference Marks
whatsoever.
Drop In ID Modules are the only way to automatically
identify Documents.
There are three Drop In ID Modules:
Bar Code. The Dynamic Bar Code module has

been available since TeleForm v8.
Full Page Keyword. This module, new for v10,

scans the machine print on an image file and looks
for specified text. When a match is found,
TeleForm Reader identifies the image as the
appropriate template.
Intelligent Document Recognition. This module

is also new for v10. It bridges document
definitions made in DOKuStar Design Studio and
TeleForm Reader.
Anytime QC
Anytime QC is a new QC mode which can be launched
at any point between batch creation and commitment.
It offers the same QC commands as the Checkpoint
QC modes (Scan QC, Image QC, and Classification
QC), but is not tied to a precise point in the batch
processing cycle.
Classification QC
Job QC has been renamed Classification QC for v10.
This name change accurately describes one of the main
functions of Quality Control performed at this point,
which is the manual classification of items as
Documents and/or Packages.
Classification and Indexing Controls

All QC modes now allow TeleForm operators to
classify items (manually matching them to Document,
Form, or Package Templates) and collect index
information. Classification and Indexing can also
occur when a batch is created by Web Capture and
Remote Capture Station operators.
35
ENTERPRISE ENHANCEMENTS
Reporting
Enterprise customers enjoy major improvements to the

following aspects of their TeleForm systems:
Security
The new TeleForm Report Generator, available only

for Enterprise customers, offers far more reporting
power than the older TeleForm Stats system. There are
several standard reporting categories:
Reporting
Audit Trail (New report for v10, shows all

TeleForm activity)
Batch Summary
Form Correction
Form Evaluation
Reader Usage
System Performance
User Performance
User Productivity
User Scans
These improved features are not available in TeleForm

Desktop or Workgroup.
Security
This optional enhancement is not required. Enterprise
customers can continue to use the Security features that
were available in previous versions of TeleForm,
including running TeleForm in the context of LDAP or
Windows security.
V10 allows you to use the Windows Active Directory
security mechanism to control access to the Teleform
directories, files, and databases. By creating a
TeleForm Program Account and separate Operator
Accounts, access to secured items is prevented without
impinging on operator effectiveness. In simple terms, a
TeleForm operator logs into an Operator Account,
which then triggers TeleForm to launch the desired
module with the TeleForm Program Account.
For details on setting up TeleForm in this environment,
see the Enterprise System Management Guide.
Folder Security
Folder-level Security allows only specified Security
Groups to access TeleForm template storage folders.
36
Enterprise Enhancements
EXPANDED BATCH VIEW

The Expanded Batch View shows all the items in a batch, with colored bands showing the relationship between
classified items and attachments. Unlike the Compressed Batch View, which focuses on top-level batch items and
was the only QC display mode available in TeleForm v10, the Expanded Batch View shows the entire structure of
a batch, including files that have been attached to forms, documents, and packages.
Expanded Batch View can be thought of as a flat view, showing as many of the individual pages in the batch as
possible. It may be of particular value when you are handling forms and attachments and TeleForm is configured to
automatically attach image files to forms. However, it can be used in all types of processing if you find it increases
the efficiency of your QC operators.
Expanded Batch View = Job QC View

Long-time TeleForm users will recognize the Expanded Batch View as an updated version of the former Job QC
display. Job QC was replaced by Classification QC in TeleForm v10, and the Job QC display style was not retained.
Based on feedback from customers, we created Expanded Batch View as an updated Job QC-style view for v10.1.
37
SOAP-BASED CONNECT AGENT

FOR LIQUIDOFFICE
The original Connect Agent for LiquidOffice did not
support live interaction with a LiquidOffice Server.
This fact made the configuration process cumbersome,
because LiquidOffice settings had to be manually
transcribed into the Connect Agent in TeleForm.
Furthermore, the original version of the Connect Agent
could only create new LiquidOffice forms; it could not
add data to in-process LiquidOffice items.
The SOAP-based Connect Agent for LiquidOffice,
introduced with TeleForm v10.1, offers several
advantages:
Live connection to a LiquidOffice Server, allowing

you to browse for LiquidOffice forms and
workflows;
Can be used to update in-process LiquidOffice

workflows with data and/or files collected in
TeleForm;
Can add routing information to LiquidOffice

forms.
38
JOB LEVEL AUTO BATCH COMMIT

TeleForm has always supported the automatic
commitment of batches, but this setting was global in
nature. When enabled, TeleForm would automatically
commit any batch that reached the status of Ready to
be committed.
TeleForm v10.1 adds an Auto Batch Commit option
to Job Settings. This option lets you turn the Auto
Batch Commit on or off for batches processed by
specific Job Settings. You might want certain batch
types to be manually committed, particularly if those
batches contain new form, document, or package
templates. By disabling Auto Batch Commit for those
batches via the Job Setting, you can prompt a Verifier
or Control Center to review the batch before
committing it. This review may ensure that the batch
was properly handled earlier in the process. You can
then turn Auto Batch Commit on for the Job Setting
after it becomes clear that the batches are being created
and processed correctly.
SOAP-based Connect Agent for LiquidOffice
UB04 FORM SUPPORT

TeleForm MediClaim v10.1 customers can process the
new UB04 form type.
IMPROVED FORM TEMPLATE

EXPORT TO LIQUIDOFFICE
By default, TeleForm form templates that are exported
to the FXF format lack the Reference Marks and Form
ID Marks that enable TeleForm Reader to identify
them. However, TeleForm v10.1 allows you to export
FXF files that retain these form identification marks
when opened in LiquidOffice Form Designer.
39
CONNECT AGENT FOR

LIQUIDOFFICE
DYNAMIC BAR CODE

ENHANCEMENT
TeleForm v10.1 SP1 introduced an updated Connect

Agent for LiquidOffice, which is compatible with
LiquidOffice v5.
An improved Dynamic Bar Code drop-in identification

module. This module supports regular expressions and
the specification of a particular bar code type.
40
Connect Agent for LiquidOffice
ADDED HOTKEYS FOR QC
EXTRACTION QC
V10 SP1 added several shortcut key combinations

(hotkeys) to switch focus between the different
elements of the QC Workspace:
Extraction QC is a Checkpoint QC mode performed

in Verifier. Cardiff recommends that you use
Extraction QC as a preferred QC mode, since it occurs
after TeleForm has performed automatic classification
and evaluation. In most cases, batch processing will be
more efficient if you allow TeleForm to do as much as
it can automatically before manual QC steps are
performed.
Key
Sets Focus To
Items or Item Details windows
(Verifier)
ALT + 1
Details, Process, or Item Details
windows (Scan Station)
ALT + 2
Batch Tree
ALT + 3
Index Field List.

T
he first editable index field will
receive focus.
Extraction QC is not a required batch processing

function. It is enabled by the Job Setting used for a
batch.
Prerequisites
You can perform Extraction QC on batches in Verifier
when:
The batch has been configured to take advantage of

Extraction QC;
The batch has passed through evaluation in Reader.
41
REPORT IMPROVEMENTS
TeleForm v10.2 added these improvements to the
reporting function:
The Form Evaluation Report is now sortable by

batch (TeleForm Enterprise only)
Form Detail Report can now be run from the

Report Generator, rather than only through
TeleForm Stats.
OCR PERFORMANCE SETTING

CONTROL
READER ENHANCEMENTS FOR

MULTI-USER SYSTEMS
Before TeleForm v10.2, multiple Readers on the same
machine could not perform many batch-related
functions. All Readers could identify and evaluate
items, but other key functions, such as distribution,
commit, exporting, and page linking, were only
performed by the first Reader to start up on that
machine. With TeleForm v10.2, all the Readers on a
single machine can be configured to handle some or all
of these tasks.
As of v10.2, the OCR Performance Settings can be

fine-tuned when exporting files to PDF+Text and when
identifying files via the Keyword Drop-In ID module.
42
Report Improvements
FREEFORM OCR FOR IMAGE

ZONES AND VIRTUAL FIELDS
CONNECTING TO MULTIPLE
TELEFORM SYSTEMS
TeleForm v10.2 adds the Freeform OCR tool to the

correction options for Image Zones and Virtual Fields.
Previously, Freeform OCR could only be performed in
special Freeform Fields in Capture Zones.
As of v10.2, TeleForm modules can be configured to

connect to multiple TeleForm systems. Although this
option is available to all customers, it may be
particularly useful in the following situations:
During Form Mode Correction, Verifier operators can

use the Freeform OCR tool to quickly pull machineprint text from Image Zones and Virtual Fields. This
tool is particularly useful in these type of situations:
You have a test / development TeleForm system

and a production TeleForm system. When you are
testing modifications, rather than devoting
modules full-time to the test system, you can
simply target it with a particular set of modules.
When the new/modified options are ready for
production, it's easy to switch the modules back to
the production system.
You have multiple production systems and your

Verifier operators are not running at peak
efficiency on one or more of them. The Verifier
operators can be instructed to connect to another
system when appropriate.
The field contains a great deal of text, so that

manually transcribing it in Verifier is more timeconsuming than allowing TeleForm to
automatically grab it;
The Image Zone or Virtual Field is designed to

collect data that is located at different points on
different images, even if the images are all
identified as the same template. This situation
arises when you are working with Unstructured or
Semi-Structured items. TeleForm may be able to
identify an image and therefore present the Verifier
operator with the appropriate data entry fields, but
TeleForm may not be able to find the right data
to automatically populate those data entry fields.
Verifier operators can quickly scan the image,
target the appropriate text with the Freeform OCR
tool, and populate the data entry field with that
text.
This option is technically available for TeleForm

Desktop customers, but there is no practical reason for
it to be used by this single workstation, non-server type
of system.
The Verifier operators are unfamiliar with the text

on an image. This situation may occur when the
text is complex, uses foreign language characters,
or composed of non-words (serial numbers, etc.).
In these cases you may not be able to rely on the
Verifier's own spelling / language knowledge to
self-correct the text as it is manually typed.
43
EFORM
OPTION NOT SUPPORTED
VARIABLE PAGE FORMS
The TeleForm eForm Option is no longer supported as

of v10.3. The removal of this option means that the
following features are longer available:
A Variable Page Form allows respondents to submit

more than one copy of specified form pages (Variable
Pages).
Exporting forms to HTML and PDF
Some common uses for the Variable Page feature are:
Merging forms to HTML and as eForm versions of

PDF. The AutoMerge Publisher can still create
static PDF files.
Invoices, where you may need to submit 2 pages of

charges for one client but 8 pages of charges for
another;
Customers who have used the eForm Option in the past

can continue to receive and evaluate submitted eForms
through the Remote Data Connect Agent.
Purchase Orders, where you want one standard

form to handle everything from a single item
purchase to hundreds of line items;
Roster-type forms that must collect information

from small groups, medium-sized groups, and
large groups
TABLES HAVE REPLACED DETAIL

GROUPS
TeleForm v10.3 introduced Tables, which replaced
Detail Groups. When used with the new Variable Page
Form option, a Table can expand to offer more rows
of data entry fields without adding more pages to the
Form Template itself.
CARDIFF INTELLIGENT
CLASSIFICATION SERVER
The Cardiff Intelligent Classification Server relies on
an elegant pattern-matching process based on concepts
to categorize documents and automatically insert tag
data sets, route content or alert users to highly relevant
information pertinent to the users profile. Training the
system is as simple as providing a few example
documents for each category. Thereafter, one can tune
the classification by increasing or decreasing weights
associated with keywords and also adding additional
keywords through a user-friendly graphical interface.
In each of these examples, it would be practically

impossible to design a one-page form with enough data
entry fields to capture all the possible submitted data.
At the same time, it would often be impractical to
design a form with enough pages to capture all the
possible data without having far too many pages for
smaller submissions.
By using the Variable Page feature, you can specify a
range of allowed pages (or a specific number of pages),
while only designing the page one time in TeleForm
Designer.
Only Available for Form Templates

The Variable Page Form feature applies only to Form
Templates, not Document or Package Templates. It can
be applied to any type of Form Template (Traditional,
VersiForm, and Existing).
Moving beyond traditional approaches to document

classification, the Cardiff Intelligent Classification
Server enables real-time classification of business
documents and forms in order to accelerate their
processing as part of key business workflows.
44
eForm Option not Supported
SWITCHING BETWEEN
CORRECTION AND QC
When a Verifier operator performs Form Mode
Correction on a batch, that operator can switch to
Anytime Quality Control (QC) mode without exiting
the batch. Anytime QC offers many commands that
may help improve TeleForm Reader's automated
evaluation of the items in the batch.
After jumping to Anytime QC, the operator can also
take the entire batch back to Form Mode Correction by
selecting Switch to Correction from the QC Menu.
The Form Mode Correction interface will replace the
Switch to Correction is only available if these
conditions are met:
The Batch status is Evaluating or Distributing.
At least one field on one form or document in the

batch needs correction.
The batch does not need Extraction Review.
No items in the batch are unclassified.
Correcting Selected Items During QC

During Anytime QC, a Verifier operator can select
specific items to correct in Form Mode Correction,
then automatically return to Anytime QC to process the
other items in the batch. This function, known as
Correct Items and return, is available under the
following conditions:
The batch has passed through evaluation.
The batch has not been committed or discarded.
Correct Items and return does NOT depend on the

batch being moved to Anytime QC from Form Mode
Correction. It is available for any batch that is in
Anytime QC which meets the conditions listed above.
45
HIGHLIGHTED FIELDS IN THE

VERIFIER FIELD LIST
COMMAND BUTTONS CAN BE

ADDED TO CAPTURE ZONES
During Form Mode Correction, the Field List will

highlight items that need correction or review.
A Capture Zone Button is a tool that can be hooked

into script and used to trigger an event when a Verifier
operator clicks the Button.
The default highlight color is yellow, but this can be

changed by editing the Form Mode Options.
Capture Zone Buttons have no default behavior of their

own. You must associate a Capture Zone Button with
script in order for it to function. See the Visual Basic
for TeleForm Help File for information on writing
scripts.
Even with scripting, Capture Zone Buttons do not
perform these functions:
A Verifier cannot focus on the button through an

ALT -<key> (hotkey) combination.
The Button cannot be hidden or disabled by script.

Once it has been added to a Capture Zone, it will
always display when that Capture Zone is
presented for Correction, even if there is no script
associated with it.
Status for Fields Set in Script
Statuses set in script entry points such as GotFocus or

LostFocus cannot be displayed until after those events
have been run.
Subzones can only be associated with a Button

when the Include as Tab Stop option is enabled.
Currently you cannot use an image as the label or

as the button itself. This functionality may be
added in the future.
Status for Capture Zone Fields

Note that statuses for Capture Zone fields relating to
field validation are not displayed until the validation
are run which can occur when the zone is entered or
upon entering or leaving the field depending on the
type of validation and on how the prefill is set up.
46
Highlighted Fields in the Verifier Field List
CAPTURE ZONES HIGHLIGHTED

DURING CORRECTION
When an item is presented for correction during
Capture Mode, Capture Zone fields that require
correction are now highlighted in yellow.
There are three main reasons for a Capture Zone field
to be highlighted:
Scripted Field Status
Pre-Filled Field Status
Internal Validations
FORMIDMTHD VIRTUAL FIELD

This new Virtual Field captures the method by which
the item was identified or classified. This field is
exposed to VBA and can also be Auto Exported.
The data contained in FormIDMthd is of the form
x,y,z where:
x is the ID method
y is an ordinal indicating which Drop-In ID

Module was used, if any, to identify the item. If
different Drop-In ID Modules were used to
identify different pages of the item, only one value
is returned, with the choice being at the sole
discretion of TeleForm.
z is the count of pages in the form that were

manually classified (as opposed to automatically
identified)
Scripted Field Status

A Capture Zone field will be highlighted during
Capture Mode Correction if script was used to set the
field status to anything OTHER than:
OK
Not Filled
Blank Zone
Pre-Filled Field Status

Capture Mode Correction if the Capture Zone field was
prefilled with data from another form field, and that
parent field's status was anything OTHER than:
OK
Not Filled
Blank Zone
Internal Validations
Capture Mode Correction if it failed any internal
validation:
Entry Required
Full length required
Range checking (numeric or date)
47
CONNECT AGENT FOR MERIDIO

The TeleForm Connect Agent for Meridio is used to
automatically convert information trapped on paper
into index and meta-data for Meridio, and can store the
digital image of the document in Meridio. This
integration allows any TeleForm document and
associated data to be exported to and saved in any
Meridio workspace. The resulting export permits
TeleForm documents to be published or shared within
the web-based knowledge management system.
48
LOGO DETECTION DROP-IN ID

MODULE
The Logo Detection module forces TeleForm Reader
to identify an image that contains a pre-defined bitonal
logo image as a specific Form Template or Document
Template. In effect, the logo found on an image files
acts like a Form ID on a Traditional or VersiForm.
Connect Agent for Meridio
CHAPTER 3
ABOUT THIS CHAPTER
INSTALLATION SEQUENCE
This chapter provides information on the following

topics:
You MUST install your TeleForm and TeleFormrelated components in this sequence:
Installation Sequence
Multiuser Instructions
1. Fax server and/or scanners that will be used with

TeleForm.
Multiple Versions of TeleForm
System Requirements
Upgrade Issues
Licensing and Hardware Keys
Internal Database
Install and Operating Permissions
Chapter 3: Preparing for Installation
2. The TeleForm application.

3. Export Connect Agents.
The TeleForm User Documentation Library can be
installed from the TeleForm DVD, as described on
page 70. This library can be installed at any time.
49
MULTIUSER INSTRUCTIONS
SYSTEM REQUIREMENTS
The instructions in this chapter pertain only to single

user TeleForm Desktop installations.
This table outlines the minimum system needed to run

TeleForm Desktop v10.4.
See the Workgroup System Management Guide for

detailed instructions on installing TeleForm
Workgroup.
Processor
Intel Pentium III-based processor

running at 600 MHz or higher
See the Enterprise System Management Guide for

detailed instructions on installing TeleForm Enterprise.
Hard Drive
500 MB Free Space
RAM
256 MB
MULTIPLE VERSIONS OF TELEFORM
Monitor
VGA color or better
You cannot run multiple versions of TeleForm on the

same computer.
Operating
System
Interface
Tools
Microsoft Windows 2000 Professional

(Service Pack 4)
Microsoft Windows XP Professional
Mouse or other pointing device
Operating Systems
The operating systems listed above are those on which
TeleForm could function when v10.4 was released. To
see the latest information on operating system
compatibility:
1. Go to https://customers.cardiff.com/support/
logon.jsp and log into Cardiffs customer service
site.
1.1 If you do not already have a support account,
you will be prompted to create one.
2. Once you have logged in and the Support Index
page appears, open the Wizards tab.
3. Under the TeleForm section, click the OS Wizard
icon.
50
UPGRADE ISSUES
Database Conversion
These options pertain only to those who are upgrading

from an earlier version of TeleForm. If this is your first
time installing TeleForm, you can proceed directly to
the installation information on page 55.
TeleForm v10.4 uses either MS SQL or MSDE as its

internal database. The Pervasive database files used by
older (pre-v9) versions of TeleForm must be converted
to SQL-compatible files.
Upgrade customers should consider these topics before

proceeding:
If you install v10.4 directly over TeleForm v8, v8.1, or

v8.2, the setup program will automatically convert the
older Pervasive database files for use with the new
database.
Database Conversion
Install to a New Directory
Install Over an Older Version
Exporting Forms and Scripts
If you are upgrading from a version of TeleForm older

than v8, the v10.4 setup program cannot automatically
convert the database. You must perform an
intermediate upgrade to v8, then move from that
point to v10.4.
Install to a New Directory

If you install to a new directory, youll need to move
your older forms and scripts to this directory before
you can process them with v10.4. See Exporting Forms
and Scripts for information.
51
Install Over an Older Version
Exporting Forms and Scripts
If you install TeleForm v10.4 correctly over the older

version, you wont have to re-import your forms.
However, you should still create backup copies of your
forms before you install v10.4. See Exporting Forms
and Scripts for information.
If you currently run TeleForm v8-v9 and are installing

v10.4 to a new directory, you must export forms from
the old system and then import them to the new one.
TeleForm v8 and v9
The v10.4 setup program will automatically convert
any v8 and v9 files. See Database Conversion on
page 51 for more information on these converted files.
TeleForm v5 v7
If you are installing TeleForm v10.4 over TeleForm v8v9, you should still export forms to create backups. If
the upgrade is successful, you can discard these copies.
1. Backup the files on your computer.
2. Start your current version of TeleForm Designer.
3. From the File menu, click Templates. The
Templates dialog box will appear.
You cannot upgrade directly from TeleForm v5-v7 to

TeleForm v10.4. You must first upgrade to at least v8,
which can be done automatically, then convert to
v10.4.
TeleForm v4
You cannot install TeleForm v10.4 over TeleForm v4x
or earlier. You will need to uninstall your older
TeleForm by using the Windows Control Panel
Add/Remove Programs command before installing
v10.4.
Warning: Reboot Message

If you are installing TeleForm v10.4 over an older
version, you may see the Locked File Detected dialog
box.
If you see this message, you MUST click Reboot.
Should you click any other button on the Locked File
Detected dialog box, TeleForm v10.4 will not be
properly installed on your computer.
52
4. Select a template(s). Right-click your selection(s)

and choose Export.
5. The Export dialog box will appear.
Upgrade Issues
6. In the Export format list, select TeleForm (TFW).
17. The Import dialog box will appear.
7. Click the Properties button. The TeleForm TFW

Export dialog box will appear.
8. Select your current version of TeleForm and click

OK. The Export dialog box will reappear.
9. In the To directory field, define the directory to
which the forms will be exported.
10. Select Export dictionaries with template.
11. Click Export.
12. Copy any export, system, periodic, library, and
custom scripts that you wish to transfer to the
export directory. Form scripts automatically
transfer with the forms.
13. Install v10.4 per the instructions on page 65.
14. Start Designer in your v10.4 installation.
15. From the File menu, click Template. The
Template dialog box will appear.
16. Right-click the template folder where the imported
forms should be saved and click Import.
18. Specify the drive and directory where the older

form files are located in the From directory field.
19. Select the form(s) to import.
20. The To folder field shows the template folder you
selected earlier. If needed, use the Browse button
to select a different folder.
21. The Delete selected files if import successful
option removes the template(s) from the original
directory after a successful import.
22. The Preserve auto exports option maintains the
auto export settings on the template.
23. Duplicate dictionary option: If you import older
forms immediately after installing TeleForm v10.4,
there should be no duplicate recognition
dictionaries.
24. Click the Import button.
25. The templates will be imported to the specified
folder.
26. Transfer your export, system, periodic, library, and
custom scripts to the new installation of TeleForm
by using the Utilities Export/System Script
tool.
27. Scripts associated with earlier versions of
TeleForm may need to be recompiled.
53
LICENSING AND HARDWARE KEYS
INTERNAL DATABASE
TeleForm v10 no longer requires that you add a

hardware key (dongle) to the computer on which
TeleForm will run. Hardware keys are not shipped with
TeleForm.
TeleForm Desktop can run on either of two databases:
Hardware Keys and Upgrade

Customers
Customers who are upgrading to v10.x from older
versions of TeleForm can leave the hardware keys
installed on the computer. There is no need to remove
the key. If the key is removed, it must be destroyed or
returned to Cardiff, as stated in the End User License
Agreement.
MS SQL
Microsoft SQL Server Desktop Edition (MSDE)
During the installation process, you will be prompted

to choose one of these options.
MS SQL
If you want to run TeleForm on an MS SQL internal
database, your MS SQL database must be installed and
running before you run the TeleForm setup program.
You must have the appropriate user name and
password, because you will be prompted for this
information during the TeleForm installation.
MSDE
MSDE is included with the TeleForm installation
program. If you choose this option, the TeleForm setup
will automatically install and configure an MSDE
database.
54
Licensing and Hardware Keys
INSTALL AND OPERATING

PERMISSIONS
For security reasons, you must have certain
permissions and rights to either install or run
TeleForm.
Installation Permissions
To install TeleForm, you must have appropriate
permissions for your computers operating system.
Windows OS
Permissions
2000
Administrator
XP
Administrator
Operating Rights
To run TeleForm, you must have appropriate rights to
the TELEFORM directory.
Windows OS
Minimum Right to Run

TeleForm
2000
Modify
XP
Modify
55
56
Install and Operating Permissions
CHAPTER 4
ABOUT THIS CHAPTER
INSTALLATION SEQUENCE
This chapter provides information on the following

topics:
You MUST install your TeleForm and TeleFormrelated components in this sequence:
Installation Sequence
1. Fax server and/or scanners that will be used with

TeleForm.
Fax Server Installation
Scanner Installation
Installing TeleForm
Activation
Installing Documents
Installing Export Connect Agents
MULTIUSER INSTRUCTIONS
Installing the Intelligent Classification Server
The instructions in this chapter pertain only to single

user TeleForm Desktop installations.
2. The TeleForm application.

3. Export Connect Agents.
The TeleForm User Documentation Library can be
installed from the TeleForm DVD, as described on
page 70. This library can be installed at any time.
See the Workgroup System Management Guide for

detailed instructions on installing TeleForm
Workgroup.
See the Enterprise System Management Guide for
detailed instructions on installing TeleForm Enterprise.
Chapter 4: Installing TeleForm and Supporting Components
57
FAX SERVER INSTALLATION
Fax Server Compatibility
Remember these important items about fax server

support in TeleForm:
Not all fax servers can be used with TeleForm. Consult

our online Connect Agent Wizard for a list of fax
servers that are supported and certified for use with
TeleForm.
1. Before installing TeleForm, your fax server must

be installed and configured correctly.
2. Test your workstations connectivity to the fax
server before installing TeleForm to ensure that
you can send and receive faxes successfully. Until
you can send and receive faxes, dont install
TeleForm to the workstation.
3. During the TeleForm installation, you will need to
enter certain information during install to properly
configure your fax server to work with TeleForm.
4. There may be additional steps to perform after you
install TeleForm. Such steps are listed in this
section.
The steps you must follow depend on what type of fax
server you will use. This section provides important
information for specific fax servers.
Fax Server Topics
site.
3. Under the TeleForm section, click the Connect
Agent Wizard icon.
Changing Fax Configuration

If you need to modify some of the parameters of the
fax server software, you can do so using a special
menu item after TeleForm is installed.
1. Start TeleForm Designer or TeleForm Reader.
Fax Server Compatibility
2. On the Utilities menu, point to Connect Agent

Setup and select the fax server.
Changing Fax Configuration
3. Re-enter the configuration information.
Changing to Another Fax Server
4. Click OK.
Captaris RightFax on page 59
Castelle FaxPress on page 60
Changing to Another Fax Server
Optus FACSys on page 60
If you want to change to another fax server, you must

reinstall TeleForm.
WinFax Pro on page 61
58
Captaris RightFax
There are two stages required to link TeleForm to a
Captaris RightFax server:
Creating the RightFax Printer Driver
Installing RightFax During the TeleForm

Installation
Creating the RightFax Printer Driver
Installing RightFax During the TeleForm

Installation
1. When you arrive at the Fax Options dialog box,
select RightFax from the list.
2. Click the Browse... button to select the directory
from which TeleForm will import faxes.
3. Enter a name in the Default Name for Outbound
Faxes box.
1. From the Start menu, select Settings and then

Printers.
2. Double-click Add Printer.
3. Select Network printer server and click Next
4. Browse to the computer that runs the RightFax
Server.
5. You will have the choice of an Hpfax or a Psfax
shared printer. It is recommended that you select
the Hpfax shared printed and click Next.
6. Select No for the shared printer, then click Next.
7. Click Finish.
8. Select the new printer and select Properties from
the File menu.
9. Click the Scheduling tab.
10. Set to Print directly to printer.
4. Enter any additional fax codes in the Additional

Fax Codes box.
5. Select the Use Custom Login Settings for
TeleForm check box.
6. In the Server field, type the name of the computer
that is running your RightFax server.
7. Click OK.
59
Castelle FaxPress
Optus FACSys
1. When installing TeleForm, type the fax server

name in the Server Name box. This name is caseand spelling-sensitive.
1. Type in the name of the computer in the FACSys

Server Name field.
2. Type the FaxPress Login Name. This name is

case- and spelling-sensitive.
3. Type the FaxPress Password. This name is caseand spelling-sensitive.
4. Select the Check for Routed Messages option if
you want TeleForm to search for and retrieve all
messages routed to the user from the FaxPress
server.
5. The Priority setting established the order in which
FaxPress images will be processed in TeleForm
Reader.
0: High priority
255: Low priority
100: Default priority
2. Check the Associate Teleform with FACSys box.

3. Enter the FACSys User Name and Password.
4. Click OK.
6. Click Test.
7. If the Connection Completed message appears,
your settings are correct. If you receive an error
message, reconfigure your settings.
8. When your settings are correct, click OK.
60
WinFax Pro
After Installation
There are three steps for installing WinFax Pro with

TeleForm.
1. Open TeleForm AutoMerge Publisher.
During Installation
After Installation
Editing WinFax Pro Delays
During Installation
1. When you are installing TeleForm and you arrive
at the Fax Options dialog box, select WinFax
Pro.
2. Next, in the Fax Setup dialog box, select the
type of fax transport that you want to use with
TeleForm from the Fax Transport Type list. If
you do not select an item from this list, the default
WinFax transport is used.
3. In the Retrieve Settings section, specify whether
you want to retrieve all faxes from WinFax Pro, or
only those faxes that are unopened.
2. From the File menu, select Fax Setup

3. In the Name box, select WinFax.
4. WinFax is now the default fax driver. TeleForm
will use this driver to fax forms.
TeleForm will automatically start the WinFax
Controller application, which must be running in order
to schedule faxes. If the Controller is shut down while
TeleForm is running, a message appears stating that
There are open connections to Controller. Do you
wish to allow them to disconnect before closing. If
you click No, TeleForm will not be able to send faxes
or restart the Controller. The system will have to be
restarted to stop this problem, or Controller will need
to be re-started from the Start menu.
Editing WinFax Pro Delays
4. If you want to delete the faxes after they have been

retrieved by TeleForm, select the Delete faxes
after retrieving check box.
The WinFax Pro Link uses two 200 millisecond delays

to synchronize the send process with faster computers.
These delays can be disabled, additional delays can be
added, or sent faxes can be held in the Fax Manager
Outbox.
5. In the Send Log section, specify whether or not

you want to delete the outgoing faxed images after
they have been sent.
1. Use Windows Explorer to navigate to

TELEFORM\PROFILES\ and open the INI file
associated with the WinFax Pro workstation.
6. Click OK.
2. In the WinFax Pro section, edit the Send Flags

value.
3. The Send Flags setting is a single number. It is the
sum of the options you want. The numeric values
for the options are:
1 = hold sent fax
2 = delay object creation
4 = delay the send call
8 = delay the fax info done call
16 = delay the destruction of the send object
4. The default setting is 24: the sum of 8 and 16. This

setting enables delay the fax info done call and
delay the destruction of the send object.
5. Save and close the INI file.
61
SCANNER INSTALLATION
Scanner Compatibility
It is important to install and test your scanner before

you install TeleForm; otherwise, there may be errors
because of driver conflicts. In addition, there are a few
scanner settings that need to be configured after both
your scanner and TeleForm have been installed.
Not all scanners can be used with TeleForm. Consult

our online Scanner Wizard for a list of scanners that
are supported and certified for use with TeleForm.
Most scanners do not require special installation

instructions. This section provides specific information
on those that do.
Scanner Topics
This section covers the following topics:
Scanner Compatibility
Testing Your Scanner
ISIS Scanner Support on page 63
HP ScanJet 5 on page 63
HP Digital Sender on page 64
site.
3. Under the TeleForm section, click the Scanner
Wizard icon.
Testing Your Scanner

Cardiff recommends that you test your scanner before
installing TeleForm.
Testing Kofax Scanners

To test a scanner that uses a Kofax card, use VCDemo
(32-bit) for ImageControls. This program uses the
same configuration screen as TeleForm for choosing
the scanner device. It also uses the same commands for
retrieving the image from the scanner.
TWAIN
To test a TWAIN scanner you can use the program that
came with your scanner or the Imaging software
installed by Microsoft Windows (usually found in the
Accessories program group).
62
ISIS Scanner Support
HP ScanJet 5
As of TeleForm v10.3.2, ISIS scanner support files are

not included in the TeleForm installation program.
HP ScanJet 5 has been certified to work with TeleForm

Version 8.0. Because this is a network scanner,
TeleForm is not directly involved in the scanning
process. Instead, TeleForm retrieves images from a
network directory.
If you are already using an ISIS scanner with

TeleForm, installing v10.3.2 and later will NOT
remove that support from your system. You will still be
able to scan files into TeleForm using an ISIS machine.
To set up the HP ScanJet 5 Connect Agent, first install

TeleForm to a workstation. Then, add a line to the
TELEFORM.INI file of this workstation.
1. Navigate to C:\\WINNT and open the
TELEFORM.INI file.
2. In the [RTDLL List] section of this file, enter the
following line:
RTDLLX=c:\TeleForm\rthpscan.dll
where X is the next logical number in the

sequence of RTDLL's. For example, if the
last line is RTDLL4..., then this line should be
RTDLL5...
3. Save your TELEFORM.INI file and exit Windows
Notepad.
4. Start TeleForm Reader on your workstation.
5. From the Utilities menu, select Connect Agent
Setup and then HP ScanJet.
6. In the HP Scan directory box, enter the network
directory that scanned images can be retrieved
from. This directory should match the one you set
up in HP ScanJet 5. TeleForm Reader will
automatically check this directory for images and
begin processing them after scanning.
7. Select the Generate batch using this directory
check box if you want TeleForm Reader to create a
batch from each set of scanned images located in
the HP Scan directory.
8. In the Default Batch Job Name box, select an
existing job setting from the list.
9. Click the Job Config button to create a new job or
modify an existing job.
10. Click OK.
63
HP Digital Sender
With the HP 9100C, you can instantly send forms and
documents from the scanner to any MAPI mail client.
TeleForm periodically queries the Inbox and retrieves
these image attachments. To configure the HP 9100C
to operate with TeleForm, follow these steps:
1. Make sure that your HP 9100C is properly
installed and capable of transmitting messages
with attachments to e-mail addresses.
2. Ensure that a MAPI client is installed on the
workstation and configured to receive e-mail into a
personal folder (.pst) in order to receive images
from the HP Digital Sender.
3. Install TeleForm to the workstation. See page 57
for instructions.
4. Start TeleForm Reader on your workstation.
5. On the Utilities menu, point to Connect Agent
Setup and select HP ScanJet 9100C.
13. In the Default Batch Job Name box, select an

existing job setting from the list. Click the Job
Config button to create a new job or modify an
existing job.
14. Select the E-mail retrieve settings tab.
15. Select an Attachment type. This is the format
(extension) of the form or document images that
are attached to the e-mail message.
16. In the Retrieve mode box, select All to retrieve
images from all e-mail messages, or select Unread
to only retrieve images from unread e-mail
messages.
17. In the After retrieve action box, select Delete to
send the e-mail messages to the Deleted folder
within your MAPI Profile, or select Mark as read
to keep them in the Inbox.
18. Select a Retrieve messages that contain the
selected attachment type from options:
all messages - This option will retrieve

every message sent to the MAPI Profile
7. In the Receive inbox directory box, enter a path.

This directory is useful if you are using the HP
9100C to collect images from users located on
your LAN (local area network). This path should
match the network directory that you specified
during the setup of your HP 9100C.
Only messages sent using HP Digital

Sender - This option will only look for
messages that have the HP Digital Sender
identifier in their header. If your server
strips header information from incoming
e-mails, you cannot use this setting.
8. Select the Check Exchange Inbox for images

option if you want TeleForm to search a MAPI
Inbox for incoming images.
Messages containing text in message

that matches - If you are using the HP
Digital Sender for multiple applications,
you probably want to select this option.
You can specify text in the Subject, Body
or Header of the message that must be
present in order for that message to be
retrieved.
6. Select the General tab.
9. Select Enable retrieval of images. This option

MUST be selected regardless of whether you plan
to retrieve images from a directory or e-mail.
10. Select a MAPI Profile from the Profile list.
11. Enter the correct Password for this profile (if a
password is required).
19. Click OK.
12. Select the Generate batch using received images

check box if you want to have TeleForm Reader
create a batch from each set of images obtained
from the Exchange Inbox or Receive inbox
directory.
64
INSTALLING TELEFORM
6. The License Agreement dialog box will appear.

Read the license agreement and click Yes.
If you are installing TeleForm Workgroup or

Enterprise, refer to the appropriate System
Management Guide.
1. Determine what internal database you will use. See
Internal Database on page 54 for more
information.
2. Close any open applications.
3. Insert the TeleForm DVD. The TeleForm
installation program will automatically begin.
OR
From the Windows Start menu, click Run.
Browse to the TeleForm DVD and select
Setup.exe.
4. Choose TeleForm from the introductory install
screen.
5. When the Welcome dialog box appears, read the

information and click Next.
7. The TeleForm eForm Option is no longer

supported as of v10.3. Installing TeleForm 10.3 or
later will result in the loss of the following
functions:
Exporting forms to HTML and PDF
Merging forms to HTML and as eForm

versions of PDF. The AutoMerge Publisher
will still be able to create static PDF files.
To install TeleForm 10.4, click Yes. Click No

to retain your current TeleForm system with
eForm functionality.
65
8. If you are installing TeleForm for the first time on

this computer, the License Code dialog box will
appear. Type your license code (found on your
TeleForm DVD packaging) and click Next.
10. The Choose Destination Location dialog box will

appear. Click Next to install TeleForm to the
default directory.
OR
Click Browse to locate a new directory.
9. The License Information Summary dialog box

will appear. Check the information carefully. Click
Next to continue.
11. The Setup Type dialog box will appear. Choose
one of the following options and click Next.
66
Complete: Installs all TeleForm features

enabled by your license code.
Custom: Installs only components you select.
Installing TeleForm
12. The Scanning Interface Selection dialog box will

appear.
Choose Yes if you will use a scanner with your

TeleForm system.
Choose No if you will not scan images directly

into TeleForm.
Click Next to continue.
13. The Fax Options dialog box will appear. Select

your fax server type and click Next. You are not
required to use a fax server.
14. The Database dialog box will appear. See Internal

Database on page 54 for more details on your
options.
If you choose SQL Server and click Next, you

will be prompted for the identity of the server
and login credentials. You can link to an
existing SQL database or have the setup
program create a new one. Click Next.
If you choose MSDE and click Next, the

TeleForm setup program will automatically
configure a Microsoft SQL Server Desktop
Edition application on your computer.
Make sure you select the correct fax

server during installation. If you choose
incorrectly you will need to reinstall
TeleForm in order to send and receive
TeleForm faxes.
67
15. The Select Program Folder dialog box will

appear.
In most cases, you dont need to change the

default directory.
Click Next to continue.
19. When the InstallShield Wizard Complete dialog

box appears, click Finish.
19.1 In most cases you will be prompted to restart
your computer. TeleForm will not function
properly until you restart.
19.2 Other installations may not require restarting.

16. The Start Copying Files dialog box will appear.
Review the information and click Next.
17. The TeleForm installation will begin.

18. If you are installing with fax server support, the
installation will require you to enter data about
your fax server. See page 58 for details.
68
20. Your TeleForm installation is now complete.

Remove the TeleForm Installation DVD.
21. If you were prompted to restart your computer, you
must do so before using TeleForm.
22. You must activate TeleForm before using it. See
Activation on page 69 for instructions.
Installing TeleForm
ACTIVATION
Activation Process
Activation adds a specific code to the TeleForm

License Database. This code allows you to use the
TeleForm product. TeleForm will not function until
you have entered a valid Activation Code via the
Activation Wizard. See the following sections for
information about activation:
1. From the Windows Start menu, click Programs

Cardiff TeleForm Cardiff TeleForm Utilities
TeleForm License Manager.
2. From the File menu, click Activate Product.
3. The Activation Wizard will launch.
4. Follow the prompts in the wizard.
Identification Information
Activation Process
Restoring Activation
Restoring Activation
Identification Information
The Activation Wizard can re-send you the original

Activation Code. This feature would be used in two
situations:
To activate TeleForm, you need these items:
You choose to receive your Activation Code by

email, then deleted the email before entering it;
You successfully activated TeleForm, but a

problem forced you to reinstall TeleForm and your
Activation Code was not retained in the License
Database. This problem might occur if the
computer suffered a serious crash or the License
Database was severely compromised.
License Code
Machine ID
Activation Code
The Machine ID and Activation Code are

automatically determined when you run the Activation
Wizard.
License Code
The License Code is unique to each customer. You will
be prompted to enter it during the installation process.
The License Code determines what features will be
enabled in TeleForm. It ships in your TeleForm product
box.
Machine ID
The Machine ID is a combination of letters and
numbers that identifies the computer from which you
launch the Activation Wizard.
The Activation Wizard will automatically determine
the Machine ID when you activate the product.
Activation Code
The Activation Code is a unique combination of letters
and numbers generated during the activation process.
69
INSTALLING DOCUMENTS
Cardiff provides the entire TeleForm document library
on the TeleForm DVD. This library includes user
guides, help files, and tutorials. To install these files:
1. Close any open applications.
INSTALLING EXPORT CONNECT

AGENTS
Export Connect Agents allow TeleForm to export
images and data to various Document Management or
Business Process Management applications.
2. Insert the TeleForm DVD. The installation

program will automatically begin.
This section covers the following topics:
Purpose of Export Connect Agents
3. Choose the Install TeleForm Documentation

option.
Prerequisites
Available Connect Agents
Updated Connect Agents
Connect Agent Setup Programs
Installing the Connect Agent for Alchemy
Installing the Connect Agent for Legato
Installing the Connect Agent for Panagon
Installing the Connect Agent for Livelink
70
Installing Documents
Purpose of Export Connect Agents
Updated Connect Agents
Export Connect Agents allow TeleForm to export

images and data to various Document Management or
Business Process Management applications.
Cardiff continually updates our existing Connect

Agents. To find the latest version:.
Prerequisites
To use an Export Connect Agent, the Connect Agent
must be installed AND you must configure a template
(form, document, or package) to automatically export
to that Connect Agent.
See the TeleForm Online Help for instructions on
configuring Auto Exports.
Available Connect Agents

TeleForm is certified to work with these Export
Connect Agents:
Alchemy
Capture to Directory v2*
Capture to Directory VBA*
Legato
LiquidOffice*
Panagon
Livelink
Meridio*
* These Connect Agents do not require installation.

They are included with TeleForm.
site.
3. Under the TeleForm section, click the Connect
Agents Compatibility icon.
Connect Agent Setup Programs

The following Export Connect Agents are available on
the TeleForm installation disc:
Alchemy
FileNet (Panagon)
Legato
Livelink
The installation programs for these Export Connect

Agents are located at:
Installation Disc\TF\Connect Agents
Each Connect Agent has its own subfolder.
71
Installing the Connect Agent for

Alchemy

Panagon
1. You must have a compatible Alchemy product

installed on your system prior to installing the
Connect Agent.
1. Have FileNET Panagon Image Services Library

or Content Services Library running.
2. The version of Alchemy Gold should match the

version of the database.
3. The Connect Agent for Alchemy is included with
every TeleForm software DVD. You must purchase
a Connect Agent for Alchemy license code from
Cardiff before you can use it, however.
4. Browse to:
TeleFormDVD\TF\Connect Agents\Alchemy
5. Double-click the TFCA_ALCHEMY.EXE

program.
6. Follow the prompts in the setup program.

Legato
1. You must have the Legato ApplicationXtender
installed on your system prior to installing the
Connect Agent.
2. The Connect Agent for Legato is included with
a Connect Agent for Legato license code from
3. Browse to:
2. Check that any indexes or document classes you

wish to use with the Connect Agent for Panagon
are created and configured on your Server.
3. Make sure the IDM Desktop client software is
installed and configured for the FileNET Panagon
Image Services Library or Content Services
Library. If you have not yet installed the IDM
Desktop or need more information, consult your
Panagon documentation.
4. Confirm that all TeleForm Reader and Verifier
workstations which will be used with the Connect
Agent have the IDM Desktop installed.
Otherwise, you will not be able to connect to the
FileNET Neighborhood, and TeleForm will not be
able to export your images.
5. If you plan to export to an Image Services Library,
be sure that your user account concurrent
connections attribute for FileNET Panagon is set
to the correct number of connections. For example,
if you are running one Designer station, two
Reader stations, and three Verifier stations, then
the user account concurrent connections should
be set to allow six (6) or more stations. If you
require more information refer to your FileNET
Panagon documentation or consult your FileNET
administrator.
TeleFormDVD\TF\Connect Agents\Legato
4. Double-click the TFCA_LEGATO.EXE

program.
5. Follow the prompts in the setup program.
NOTE: The Connect Agent for FileNET Panagon is

compatible with IDM Desktop version 3.2a
or greater on the workstation, and IDMIS 3.6
and IDMCS 5.2 or greater on the server.
6. The Connect Agent for Panagon is included with
a Connect Agent for Panagon license code from
7. Browse to:
TeleFormDVD\TF\Connect Agents\FileNet
8. Double-click TFCA_PANAGON.EXE.
72

Livelink
There are several prerequisites that must be met before
you install the Connect Agent for Livelink:
Installation Information
You will need the following information during the

installation process:
Your license key for the Connect Agent, located on

the DVDs jacket/case.
TeleForm Version Compatibility
Livelink Version Compatibility
Livelink Server name.
Disk Space
Installation Information
Your Livelink Server Port. Your Livelink

Administrator can provide this to you.
Permissions
Livelink RDBMS Database Name.
Livelink User Name and Password.
TeleForm Version Compatibility

Cardiffs Connect Agent for Livelink is certified for
use with TeleForm v9.0 and later Desktop, Workgroup,
and Enterprise. If you are unsure what version of
TeleForm you have, select About from the Help menu
in any TeleForm module. Contact Cardiff if you need
to upgrade your current version.
Livelink Version Compatibility

The Connect Agent for Livelink requires Livelink
Server 9.x. See the Connect Agents Compatibility
wizard at https://customers.cardiff.com/support/
logon.jsp for the latest information on certified
versions and compatibility.
Permissions
The user must have the permissions (checked below) to
export documents to the Livelink Location. The
Livelink Administrator is the only user who can export
to any personal workspace within Livelink.
The following is a sample of the Livelink screen your
administrator will see when granting permissions. This
screen is in Livelink. See your Livelink Administrator
for details on adding users and granting permissions.
Disk Space
The Connect Agent for Livelink will create and place
your document images into the Livelink environment,
so be certain that you have allocated disk space for
these archive images.
73
Installation Steps
1. After TeleForm has been installed on your target
workstation(s), be sure that all applications on the
workstation(s) are closed. In a multi-user TeleForm
installation this includes the TeleForm Monitor and
Control Center and any applications running in the
background (such as virus detection software).
7. Select I accept the terms of the License Agreement

and click Next. The Choose Destination Location
dialog box will appear.
2. Insert the Teleform DVD.

3. Browse to:
TeleFormDVD\TF\Connect Agents\FileNet
4. When the Welcome dialog box appears, the

Connect Agent for Livelink is preparing for
installation.
7.1 You must install the Connect Agent to your
existing TeleForm directory.
7.1.1 On a TeleForm Desktop installation,
this directory will likely be located on
the local hard drive.
7.1.2 In a Workgroup or Enterprise
installation, TeleForm will be located
on a network drive.
5. Click Next to continue the installation process.

6. The Software License Agreement dialog box will
appear.
74
7.2 Because the installation application

automatically searches for the location of
TeleForm, the directory shown should
typically not need to be modified.
NOTE: Do not install the Connect Agent for
Livelink to a different location than your
TeleForm Installation.
8. The New Installation Summary dialog box will

appear. Check the information that appears in the
dialog box and click Next.
10. Midway through the installation process, the

Connect Agent for Livelink Server Setup dialog
box will appear.
10.1 TeleForm uses these settings to communicate
with Livelink. You must enter all of the data
to proceed. Click Next.
9. The installation process will begin.
11. The InstallShield Wizard Complete dialog box

will appear.
12. Click Finish.
75
INSTALLING THE INTELLIGENT

CLASSIFICATION SERVER
The Cardiff Intelligent Classification Server relies on
an elegant pattern-matching process based on concepts
to categorize documents and automatically insert tag
data sets, route content, or alert users to highly relevant
information pertinent to the users profile. Training the
system is as simple as providing a few example
documents for each category. Thereafter, one can tune
the classification by increasing or decreasing weights
associated with keywords and also adding additional
keywords through a user-friendly graphical interface.
Moving beyond traditional approaches to document
classification, the Cardiff Intelligent Classification
Server enables real-time classification of business
documents and forms in order to accelerate their
processing as part of key business workflows.
Prerequisites
Before you start to install the Cardiff Intelligent
Classification Server (ICS), verify the following:
The computer to which the ICS will be installed

meets the TeleForm minimum system
requirements.
You have administrative privileges on the PC.
TeleForm v10.4 has been installed.
You have the licensekey.dat file.
You have the Cardiff Intelligent Classification

Server setup program.
Appropriate ports are available to be allocated for the

Intelligent Classification Server. See Port Numbers on
page 77 for details.
See the following sections for detailed information:
Configuration Instructions
Prerequisites
Installation on page 78
Configuration Instructions
See the TeleForm Help File for detailed information on
configuring this product after installation.
76
Port Numbers
The components of the Cardiff Intelligent Classification Server requires ports to communicate with each other, so
you need to allocate them to ports that are not already in use.
To view which port numbers that are already assigned on your computer:
1. Click Windows Start.
2. Click Run.
3. In the Run dialog box, type cmd and click OK.
4. The command line interface will appear.
5. Type netstat -a and press ENTER.
6. A list of currently used port numbers will be displayed.
Solution
Ports
Used
To
Config Setting
20000
send actions to DiSH
Port
20003
send service commands to DiSH
ServicePort
9000
send actions to Classification server
Port
9001
index content into Classification server
IndexPort
9002
send service commands to Classification server
ServicePort
7000
send actions to File System Fetch
Port
10081
send service commands to File System Fetch
ServicePort
8080
send service commands to File System Fetch
Port
DiSH
Classification
Server
File System Fetch
Application Server
77
Installation
Check the Prerequisites on page 76 before beginning.
4. Select the License Key location and click Next.

The license key file is licensekey.dat.
1. Insert the Intelligent Classification Server disc.

The installation program will automatically begin.
OR
From the Windows Start menu, click Run.
Browse to the Intelligent Classification Server disc
and select Setup.exe.
2. On the Welcome dialog box, click Next.
5. On the Choose Destination Location dialog box,

specify where the Intelligent Classification Server
will be installed and click Next.
3. Accept the License Agreement and click Next.
78
6. On the Ready to Install the Program dialog box,

click Next.
8. On the InstallShield Wizard Complete dialog

box, choose either an immediate or a later restart
and click Finish.
7. The Setup Status dialog box monitors the progress

of the installation.
79
80
CHAPTER 5
Technical Resources
ABOUT THIS CHAPTER
ONLINE HELP
This chapter describes the available sources of

technical information about your TeleForm system:
Online Help files are the primary technical resource for

TeleForm information.
Online Help
User Guides
Tutorials
Software Developers Kit
You can access the main TeleForm Help system from

any TeleForm module by pressing the F1 key or using
the Help menu. Most TeleForm dialog boxes also
include a context-sensitive Help button that calls up a
relevant topic.
Cardiff Web Site
Other Help Files
Technical Support
In addition to the main TeleForm Help, Cardiff also

provides Help files specific to products and needs:
In addition, this chapter includes a table describing

exactly how to find technical information on specific
TeleForm features in the online Help and the User
Guides. This table begins on page 87.
Remote Capture Station Help

This help file is installed along with the Remote
Capture Station and provides information tailored to
RCS operators. The Remote Capture Option can only
be used with Enterprise and Workgroup customers.
Web Capture Client Help
This help file can be accessed through the Web Capture
Client. The Web Capture Option is only available to
Enterprise and Workgroup customers.
VBA Scripting Help
The VBA Scripting Help file describes the methods
and objects available for customizing TeleForm. It is
installed by the regular TeleForm setup program.
Chapter 5: Technical Resources
81
USER GUIDES
Available User Guides
Cardiffs User Guides are designed to provide

information about specific products and applications.
Some of this information will be covered in the Online
Help, but many details, including installation
instructions, can be found only in these guides.
The TeleForm User Guide library includes the

following documents:
The entire TeleForm User Guide library is provided as

Adobe PDF files on the TeleForm installation disc.
You can either view PDF files directly from this
installation disc or install them to your computer.
Getting Started with TeleForm

This guide provides installation instructions and a
basic introduction to TeleForm.
Workgroup System Management Guide
Downloading Revised Documents
This guide provides everything you need to know

about TeleForm Workgroup, from installation to
configuration to maintenance.
Cardiff updates our user guides on a continuous basis.

To download the latest revision of a user guide:
Enterprise System Management Guide
site.
2. The Support Index page will appear.
This guide gives you installation instructions and

operational guidelines for an Enterprise system.
TeleForm Enterprise Best Practices Guides
Weve combined dozens of helpful hints about setting
up and running a TeleForm Enterprise system in this
handy document.
3. In the Knowledge Base list, click Documentation.

4. The support site will generate a list of available
documents.
5. In the Category Navigation list, click TeleForm.
Browse for the desired documents.
Ordering Hard Copies of User

Guides
1. Visit http://www.ondemandmanuals.com.
2. Select the Bookstore.
3. Click Browse aisles.
MediClaim Option User Guide

This guide explains the customized features of
Cardiffs MediClaim Option, which enables TeleForm
to process HCFA-1500 and UB-92 medical claims
forms.
Remote Capture Station Guide
This guide provides installation and configuration
information for Remote Capture Station operators.
Instructions on using the Remote Capture Station are
supplied via the Remote Capture Station Help file.
4. Select the Cardiff Software aisle.

5. Locate the desired guides and order.
82
User Guides
TUTORIALS
CARDIFF WEB SITE
The TeleForm Tutorials walk you through step-by-step

instructions that demonstrate valuable product features
and applications. There are currently two tutorials,
with more being developed:
The Cardiff Web site, http://www.Cardiff.com,

provides a wealth of information about TeleForm. The
site includes:
Introduction to Form Design and Processing
Using TeleForm for Form-Based Capture
Each tutorial consists of instructions and a number of

sample files. The instructions are provided via an
online Help browser that can be left open while you
work in the actual TeleForm applications. The sample
files save you the trouble of creating graphics, textual
information, and form or document images.
News updates;
A list of Frequently Asked Questions (FAQ) that

you can search for solutions to common problems;
A Scanner Wizard to help you find scanners that

are certified for use with or compatible with
TeleForm;
A list of fax servers that are certified for use with

TeleForm;
A library of Cardiff documents in Adobe Acrobat

PDF format;
Free downloads of Connect Agents, Service Packs,

patches, and other useful software;
A glossary of terms you may encounter when

working with your system;
White Papers explaining the use of TeleForm in

real-world scenarios;
An Operating System (OS) Wizard to help you

determine if your computer OS is compatible with
your version of TeleForm and any other Cardiff
products;
Automatic email contact to Cardiffs Technical

Support and Sales departments.
Installing
The tutorials can be installed by running the Setup
program on the TeleForm installation disc.
Accessing
To access the tutorial instructions, click Start
Programs Cardiff TeleForm Documentation
Tutorials and make the appropriate selection.
SOFTWARE DEVELOPER S KIT

The Help files in the TeleForm SDK provides specific
information on customizing TeleForm.
Installing
The SDK Help files can be installed by running the
Documentation Install program on the TeleForm
installation disc.
Accessing www.Cardiff.com from

TeleForm
Accessing
button
The Help menu and the www.Cardiff.com toolbar

provide direct links to Cardiffs Web site.
To access the SDK Help files after they have been

installed, click Start Programs Cardiff
TeleForm Documentation SDK and make the
appropriate selection.
83
TECHNICAL SUPPORT
Before Contacting Tech Support
We want your Cardiff software to be configured

properly and to perform to your expectations. To
ensure this, a dedicated and knowledgeable team of
technical support representatives is available to assist
new customers and those who have purchased a
support and maintenance contract.
If you have a question about TeleForm, you should

first look in the online Help, the appropriate User
Guide, or on the Cardiff Web site for answers.
Frequently Asked Questions (FAQ) are available on
the Web sites Technical Support page. If you still
can't find answers to your questions, contact Cardiff's
Technical Support team.
All new customers receive 60 days of free technical

support beginning on their ship date for new product
purchases.
After the 60 day trial period, customers may purchase
an annual support and maintenance plan. This plan
offers the following benefits:
Unlimited technical support;
Bug fixes;
New point releases that enhance the return on your

TeleForm investment.
Point releases are only available to customers with an

Annual Support and Maintenance Plan. Express
shipping and handling is available for new point
releases for a nominal fee. Contact your Cardiff sales
representative for more information.
See the following sections for more information:
Before you call Technical Support, please have the

following data available:
The version and build number of TeleForm that

you are running. This information can be found by
clicking About from the Help menu of any
TeleForm module;
The license code of your software. You can find it

by starting the TeleForm License Manager utility
and clicking File License Info;
The problematic template and several files that

were identified / classified as that template.
Detailed information about your workstation (and

server, if applicable) hardware, including processor
speed, available memory (RAM), and disk space;
A description of what you were doing when the

problem occurred;
Before Contacting Tech Support
The exact wording of any warning messages;
Collecting Troubleshooting Files
Any other details pertinent to your problem.
How To Contact Tech Support
84
Technical Support
Collecting Troubleshooting Files

1. Create a Troubleshooting folder on a local drive.
2. Start TeleForm Designer.
3. From the File menu, click Templates..... The
Templates dialog box will appear.
8. In the To directory field, Browse to your new

Troubleshooting directory.
9. In the Export Format list, select TFT.
10. Select the Export dictionaries with templates
option.
11. Click Export. A copy of the template will be saved
to the Troubleshooting directory.
12. Start TeleForm Verifier.
13. From the Utilities menu, open the Image
Management Dialog.
4. Navigate to the desired folder location.

5. Right-click the troublesome template and select
Export. You can select multiple templates
simultaneously and right-click them to access the
Export command if desired.
6. The Export dialog box will appear.
14. In the Template window, select the troublesome

template.
15. In the Stored Images list, select 5-10 files that
were identified or classified as the template.
16. From Verifiers File menu, click Save As and save
the files to the Troubleshooting directory. Accept
the default Save as type selection.
17. Create a ReadMe.txt file that contains step-bystep notes on the events leading up to the problem.
Save this file in a text (.txt) format in your
Troubleshooting directory.
18. If possible, compress the Troubleshooting
directory.
19. Email the compressed Troubleshooting directory to
your Cardiff Technical Support representative.
7. If you did not do so earlier, select the template(s)

you need to troubleshoot.
85
How To Contact Tech Support

Contact the office appropriate to your location.
North/South American Support

Email: tech-support@Cardiff.com
Hotline: (877) 483-7489
Direct: (403) 294 - 1107
Fax: (403) 750 - 4100
Hours: 7:00am to 6:00pm MST (GMT-8) (or leave
voice mail)
European & Worldwide Support

Email: tsp-europe@autonomy.com
Phone (Toll Free): 00-800-4837-4890
Phone: 403-294-1107
Hours: 9.00 am to 5.00 pm (GMT+1) (or leave voice
mail)
86
Technical Support
INFORMATION INDEX
Feature / Option
Guide or Help file
Index keyword (Help) or Chapter (Guide)
Auto Exports
Main TeleForm Help
Auto Export
Automated Batch
Creation
Main TeleForm Help
Automated Batch Creation
Main TeleForm Help
Batch Processing
Overview of TeleForm Processing
Capture
Main TeleForm Help
Capture
Classification
Main TeleForm Help
Connect Agents
Main TeleForm Help
Batch Processing
Capture
Quality Control
Connect Agents
Export Connect Agents
Auto Exports
Data Entry Fields
Main TeleForm Help
Data Entry Fields
Designing forms
Main TeleForm Help
Forms Designing
Document Templates
Main TeleForm Help
Existing Forms
Main TeleForm Help
Existing Forms
Exporting data from

collected forms
Main TeleForm Help
Auto Export
Form Design
Main TeleForm Help
Forms Designing
Form ID
Main TeleForm Help
Forms Identification
Image Rotation
Main TeleForm Help
Rotate image
Indexing
Main TeleForm Help
Installation
Job Processing
Capture
Document Templates
Capture
Quality Control
Installation
Installation
Main TeleForm Help
Job Processing
87
Feature / Option
Guide or Help file
Index keyword (Help) or Chapter (Guide)
Merging
Main TeleForm Help
Merge
Package Templates
Main TeleForm Help
Page Link fields
Main TeleForm Help
Page Links
Quality Control modes
Main TeleForm Help
QC Modes
Recognition Settings
Main TeleForm Help
Recognition
Remote Capture Station Guide
All
Remote Capture Station Help
All
Remote Capture Option
Scanner management
Main TeleForm Help
Scanners
Scanner setup
Scripting
TeleForm VBA Scripting Help
All
TeleForm Enterprise
All
TeleForm Workgroup
All
Web Capture Client Help
All
Main TeleForm Help
Web Capture
Package Templates
Capture
Web Capture Option
88
Information Index
Glossary
Activate
Moving a template from the design stage to the production stage. For Form
Templates, activating allows TeleForm Reader to evaluate images as that
template.
Active
Refers to the window, object, or icon that has focus. Your next keystroke
or mouse click will apply to the active item.
Append
To add data to the end of an existing file.
Application
A Windows program.
Application icon
A graphic on the desktop that represents an application.
Application window
The work area of a running application.
Attachment
An attachment is a file that has not been manually classified or automatically

identified, but has been linked to a form, document, or package. This linking
distinguishes an attachment from a NonForm.
Auto Export
Automated saving of data and/or files from items that have been processed
by TeleForm.
AutoMerge Publisher
This module controls the printing and faxing of items from TeleForm,
whether as normal jobs or through merging. It can also distribute merged
forms as eForms.
Dragging a cursor over a specific area.
Banding
When used for Traditional and VersiForm Templates, banding selects all the
objects in the area.
When used with Existing Form Templates, TeleForm will attempt to match
an equivalent data entry field to the original.
Glossary
89
Bar Code
Sets of characters that are represented as a series of black bars and white
spaces. The bars and spaces represent characters that can be read by
TeleForm or other devices.
Bitmap
An image made up of individual pixels.
Blank
A field that does not contain any data.
Block Form ID
A block at the top of a Traditional Form Template that TeleForm Reader uses
to aid in identification.
Border
A rectangle that encompasses an object and defines the object's perimeter on

a form.
Box-style Choice Field
A Choice Field where the standard bubbles are replaced by small boxes that
the user can mark (i.e. fill in, check, or x)
Bubbles
Circles that a user darkens to indicate a selection. May be part of an Entry

Field or a Choice Field. The term is also used generically to refer to the
choices in underline fields, box-style fields, and response-style choice fields.
Capture Set
A Capture Set is a collection of Document, Form, and/or Package Templates

that are allowed in batches created via a Job Setting. It defines the templates
you expect to find in batches created via a particular Job Setting.
Check box
A small square that appears in a dialog box. It can be selected or cleared.

When selected, it contains either a check-mark or an X.
Choice Field
A data entry field that includes one or more choices. Each choice consists of
a bubble, a display value, and storage value.
Choice Option
One element (bubble, display value and storage value) of a Choice Field.
Choose
To select an item or command by clicking on it or by using the appropriate

key sequence.
Click
To quickly press and release the left mouse button.
Client
Recipient of data in a Dynamic Data Exchange (DDE) conversation.
Clipboard
A temporary storage area for cut or copied text and graphics that you can
paste into another TeleForm form or another Windows application. The
clipboard holds information until another selection is cut or copied.
Close
To shut down a file or application window.
Cold link
In DDE, a conversation in which the client only receives data from the server
when the client requests it.
Comb-style Print Field
A data entry field that lets users hand print alphabetic or numeric characters
with a specific appearance. Identical in nature to a Constrained Print Field,
but with a different physical appearance.
90
Glossary
Command
A word or phrase, usually found in a menu, that you choose to carry out an
action.
Constrained Print Field
A data entry field that lets users hand print alphabetic or numeric characters
with a specific appearance so that they can be interpreted by TeleForm.
Conversation
Exchange of data between two applications using DDE protocol.
Copy
To put a copy of the selected text or item on the Windows clipboard so that
you can transfer it to another location.
Cornerstone
Four blocks automatically placed at the corners of a Traditional Form

Template that aid in alignment and interpretation of returned forms.
Cornerstones are a type of reference mark.
CSV
Comma Separated Values. A format in which TeleForm can save data for
use in exporting to other applications.
Cursor
A visual marker that indicates the area in which you are working. Depending
on the function, the cursor may appear as an arrow, insertion bar, crosshair,
or other shape.
Cut
To remove an item from a file and put it onto the clipboard.
Data
Information maintained in individual fields and records.
Data Entry Field
Form Template elements that collect information from respondents. Data

entry field types include Constrained Print Fields, Choice Fields, Entry
Fields, Image Zones, SKFI Zones, and Capture Zones.
Data Group
A type of group that can be applied to multiple data entry fields to combine
their values into a single field value.
Date Field
The date field is a TeleForm object capable of performing date validations on

returned data. It can also export date values to databases that can accept such
information.
DCX
A graphical image file format that supports multipage PCX files.
DDE
Dynamic Data Exchange. A windows communication interface that allows

windows applications to exchange data.
Defaults
Predefined TeleForm settings such as confidence threshold, printer settings,

and so on.
DEL
Delimited values. A format in which TeleForm can save data for use in
exporting to other applications.
Detail Group
A type of group that can be used to instantly create data tables and similar
multi-row field structures from a single field or group of fields. Data entered
into each row are stored as a records of the detail group field.
Glossary
91
Device Driver
A file that tells your computer how to operate a peripheral device such as a
mouse or printer.
Dialog box
A box that appears in response to a menu command that allows you to

control or configure an element of TeleForm.
Directory
A collection of files and subdirectories that are stored at the same location on
a disk.
Document
File or files that have been identified or classified as matching a Document

Template.
Document Template
Information Templates used in Capture applications. Can accept image files

and non-images, depending on how the template is configured. Can be
manually classified or automatically identified (image files only). Index data
and document files can be automatically saved through the Auto Export
function.
Double-click
To click the left mouse button twice in rapid succession.
Draft
A template that has not been activated. Draft Form Templates can be printed
and sent, but not interpreted by TeleForm Reader.
Drag
To hold down the left mouse button while moving the mouse.
Dropout form
A form that is professionally produced using drop out ink. Drop ink is a
special colored ink that is invisible to your scanner. When dropout forms are
evaluated, TeleForm Reader does not need to perform line removal, so there
is no risk of removing parts of characters that overlap field lines.
Edit
To add, change, or delete text and/or graphics.
Entry Field
A data entry field consisting of any number of bubbles with corresponding

single character data storage values.
Exclude Zone
An area of the Form Template where no recognition occurs. Exclude Zones

can be drawn onto forms using the Exclude Zone tool in TeleForm Designer.
Exclude zones are generally used to prevent the interpretation of text inside a
recognition area, such as pre-filled text inside an Image Zone.
Existing Form Template
A form that was initially created in some application besides TeleForm.

These forms can be scanned into TeleForm Designer and overlaid with
TeleForm data fields to enable recognition.
Explicit ID field
A field that is added to Existing Form Templates to uniquely identify

returned images as that template.
Export
To copy a template or data from the hard disk to another directory or disk.
Exporting data requires selecting an export format so the data can be used by
another application.
Extension
The last three characters in a file name following the period.
92
Glossary
Field
A data gathering object that is filled out by the form user and read by
TeleForm. Can also be a reference to a data element in a database file.
File
A set of data or code that has been given a name.
File format
The structure or arrangement of data stored in a file.
File name
The name of a file. In DOS and Windows, file names can be up to eight
characters followed by a period and a three-character extension.
Flat-file database
A database in which all related information is contained in a single table.
Font
The shape of a set of characters. Each set has a unique name, such as
Helvetica or Times Roman.
Form
A returned file that is identified as matching a Form Template.
Form ID
The unique identification number for a TeleForm form, whether Traditional,

VersiForm, or Existing. For Traditional and VersiForms, the Form ID is a
physical mark or set of numbers on the form itself.
Form name
The name of a TeleForm document. In TeleForm, this can be up to 29

characters and does not need to have an extension.
Form Template
The complete set of form properties that have been set, saved, and activated
for a form in TeleForm Designer. When a returned form image is evaluated,
TeleForm Reader identifies the image and then references the match Form
Template to obtain the evaluation and export instructions.
Format
The structure of a data file. Specifies the type of database to which file data
will be exported. Also, to prepare a disk so that it can hold information.
Grab handles
Small black squares that appear on the edges and corners of an object when it
is selected.
Grid
Vertical and horizontal guidelines whose spacing and measurement units can
be defined as an aid to form design.
Group (standard)
A collection of objects that behave as one object.
Highlighted
Indicates that an object or text is selected. Highlighted items appear in

reverse video on monochrome displays and in color on some color displays.
Hot link
In DDE, a conversation in which the server sends data to the client whenever
the data changes or becomes available.
Hybrid form
A form created in an earlier version of TeleForm that has no reference marks

or Form ID. Not supported in Version 7.0 or later of TeleForm.
Icon
A graphic representation for various elements, such as application programs.
Glossary
93
ICR
An acronym for Intelligent Character Recognition. The technology used to

read and convert hand-printed text from a graphical image format to an
editable text format.
Image Zone
An area on a Form Template that TeleForm reads when a form is returned.
Import
To copy a template or data from another directory or disk.
Information Template
An Information Template is a complete set of properties that have been set,

saved, and activated in TeleForm Designer. There are Form, Document, and
Package Templates.
Insertion point
Refers to the location of the cursor. The place where text will be inserted
when you type.
Item
Any file in a batch.
Library
A TeleForm file in which frequently used objects and groups of objects can
be stored.
Log
A chart, list, or table of events that have occurred.
Magnify
To enlarge an image on the screen.
Master-detail
A term used on Form Templates that include Detail Groups. It defines the
relationship between two data tables. The master table (or Order table)
contains the main records; the detail table (or Line Item table) contains
Detail Group records. Multiple Detail tables can exist for each order table.
Menu
A list of commands that appears under each menu bar item.
Menu bar
The horizontal bar that contains the names of TeleForm menus. It appears
below the title bar.
NonForm
A form or page that has not been identified or classified as a TeleForm

template or attachment.
Non-recognition form
A Form Template that is designed to not be interpreted by TeleForm, and as

such, does not need to be activated or contain reference marks.
Object
An item placed on a Form Template that can be text, graphics, shapes, or

data entry fields.
Object ID
A unique identifier assigned for form data entry fields (sometimes called a
field name).
OCR
Optical Character Recognition. The technology used to read and convert

machine-printed text from a graphical image format to an editable text
format.
Open
To display or access a file.
94
Glossary
Option button
A small round button that appears in a dialog box and is used to enable an
option.
Overlay field
A TeleForm data field that is positioned directly over the background image
on an Existing Form Template. When the existing forms are filled out and
evaluated, TeleForm interprets the text and marks as part of the overlay field
and processes it accordingly.
Package
A returned group of files that is organized under a Package Template.
Package Template
Package Templates are over-arching Information Templates for multiple

items in a batch. A Package Template can have its own Index Fields and
Auto Exports, separate from any forms or documents that are added to the
package.
Page link
An element repeated on every page of a Form Template that serves to link

the pages (should they happen to get separated) when the form is returned.
Paste
To transfer the contents of the clipboard to an application.
Path
The location of a file in a directory tree. For example, items held for
verification may be stored in TELEFORM\SUS.
PCX
A file format for storing one page images in the form of a rectangular
bitmap. TeleForm can store Image Zones as PCX files.
PDF-417
A set of high density 2 dimensional bar code symbology.
Pixels
The smallest graphic units on the display screen.
Point size
A unit of measure for text. A point is equal to 1/72 of an inch.
Pointer
An arrow-shaped cursor that indicates the mouse position. Used in TeleForm

to move objects.
Preprocessing
The process of enhancing an image as it is scanned or faxed into TeleForm

Reader. This process applies various filters to the image to increase its clarity
and remove unwanted lines and noise before it is sent to the recognition
engine.
Priority
You can set varying priorities for batches and Connect Agents. The
allowable range is 0-255, with the default being 100. 0 is the highest priority.
255 is the lowest priority.
Production
A template is said to be in production when it has been activated and

distributed widely to respondents. Prior to this stage, the template is said to
be in design or testing.
Proportional font
A font in which different characters have varying widths.
RAM
An acronym for Random Access Memory. It can be read from or written to

by the computer or other devices. Information held in RAM is lost when you
turn off your computer.
Glossary
95
Raster font
A font created as a graphic bitmap image. It is available only in a fixed size

and is not scalable. A raster font is used mostly on the screen, but is also used
by some dot-matrix printers and built into some laser printers.
Recognition set
The currently active set of forms that TeleForm Reader is able to recognize
and process.
Record
A horizontal row in a database that contains a group of related fields of data.
Reference Marks
The alignment marks that are automatically placed on a Traditional Form or

VersiForm Template and aid in its interpretation. For Traditional Form
Templates they are also called cornerstones.
Relational database
As opposed to a flat-file database system, in which all related information is

contained in a single table, a relational database can store related information
across a number of tables, and can create relationships between tables based
on common data. See 'Master-Detail'.
Response field
A special class of Choice Field where users circle the desired option rather
than fill in a bubble field.
Response Mark
The portion of an Entry Field or a Choice Field that a user darkens in order to
indicate the desired value. Can be bubbles, squares, and other such marks.
Right-click
To quickly press and release the right mouse button.
Save
To store a file on a disk.
Scaled point size
A point size that approximates a specified point size for use on the screen.
Script
A short program or routine that can be used by a program to enhance its

function or provide additional capability.
Scroll arrow
An arrow at either end of the scroll bar that helps you scroll through
information. Click on the scroll arrow to advance by one line, or press the
mouse button to scroll continuously.
Scroll bars
The bars that display at the bottom and right edge of a window when the
contents of the window are not entirely visible.
Select
To highlight an object or a menu command by clicking on it.
Server
Source of data in a Dynamic Data Exchange (DDE) conversation.
SQL
Structured Query Language. Adopted by the American National Standards

Institute (ANSI) as the standard language for relational database
management systems (RDBMS). SQL includes programming commands for
data definition, data manipulation, data retrieval, security, and transaction
processing.
Standard group
A collection of objects that can be moved, cut, copied, and pasted as a single
object. Often useful to retain the spacing between fields during form design.
96
Glossary
Status bar
A bar that displays underneath certain TeleForm windows that provides

information about the items in the window.
TeleForm Designer
The TeleForm application where all forms are created and managed.
TeleForm form
Any form created in TeleForm Designer that can be evaluated by TeleForm

Reader.
TeleForm License Manager
The TeleForm utility where your registration code and license codes are
managed.
TeleForm Print Manager
This modules printing and faxing functions were incorporated into the
AutoMerge Publisher with the release of TeleForm v9.
TeleForm Reader
The TeleForm application responsible for interpreting forms. Although

forms can be received when this application is closed, they cannot be
interpreted unless TeleForm Reader is running.
TeleForm Verifier
The TeleForm application where returned forms that contain suspect data are
corrected. Forms can also be filled in by keyboard from Verifier.
1. An Information Template is a complete set of properties that have been
set, saved, and activated in TeleForm Designer. There are Form, Document,
and Package Templates.
Template
Template Sets
2. A Formatting Template defines the layout for data entry fields that
includes fields and separator characters, such as commas, hyphens, and
slashes. For example, a date format may include slashes to separate month,
day, and year.
Template Sets make automatic identification and manual classification more
efficient.
There are 2 types of Template Sets: Capture Sets and Recognition Sets.
Text
Any characters entered on a form or data entry field that are not treated
numerically.
Text cursor
The text cursor appears whenever the insertion point is in a text field, such as
when editing a text object.
TIF
Tagged Image File format. A graphical file format commonly used for fax
transmissions.
Title bar
The horizontal bar at the top of a window containing the title of the window.
Topic
Name of the topic of a DDE conversation, usually a form name.
Traditional Form Template
A template created entirely in TeleForm Designer, containing the

cornerstone Reference Marks and visible Form ID.
Underline-style Choice Field
A Choice Field where the bubbles are replaced by underscores where the
user can draw a mark (check, or x)
Glossary
97
User ID
A name associated with a form that identifies the person to whom it was sent,
therefore identifying who returned the form.
VersiForm Template
A template created in TeleForm Designer, containing the flexible reference

marks and text or bar code Form ID.
Warm link
In DDE, a conversation in which the client is notified each time the data
changes at the server (at least data which is relevant to the conversation).
Upon notification, the client may request to have the actual data sent to it.
Window
A rectangular area on the computer screen in which an application is run.

Windows can generally be manually resized, maximized, and minimized.
98
Glossary
Index
A
Activation 69
Activation Code 69
Alchemy 72
Anytime QC 35
Auto Exports 19, 32
AutoMerge Publisher 27
Desktop 28, 36, 43

Database 54
Installation 57
System requirements 50
Detail Groups 44
Digital Sender 64
Document Templates 15, 32
Dongle 54
Drop In ID Modules 35
E
eForm Option 44, 65
Enterprise 22
Installation 50, 57
B
Bar codes 25
Batch Processing 17
Evaluation 18
Expanded Batch View 37
Extraction QC 41
F
C
Capture Zone Buttons 46
Cardiff Intelligent Classification Server 44, 76
Cardiff web site 83
Classification QC 35
Connect Agents
Function 71
Installation 70
Prerequisites 71
Updated 71
Content Rules 32
Control Center 28
Correction 18
D
Designer 23
Designing information capture templates 13
Index
Fax servers 58
Form Templates 14
Freeform OCR 43
H
Hardware keys 54
Help files 81
HP 9100C 64
HP ScanJet 5 63
I
ICR 25
Identification 18
Image files 14, 15, 16
Index Fields 32
Indexing 34
99
Information Templates 13
Installation
Connect Agents 70
Fax server 58
Instructions 65
Operating rights 55
Permissions 55
Scanners 62
Sequence 49, 57
System requirements 50
TeleForm Desktop 57
Upgrading 51
User documents 70
L
Legato 72
Prerequisites 72
License Code 69
Livelink 73
Logo Detection Drop-In ID Module 48
M
Machine ID 69
Meridio 48
MS SQL 54
MSDE 54
Multiple TeleForm Systems 43
N
New features 31
Non-image files 15, 16, 32
O
P
Package Templates 16, 33
Panagon 72
Prerequisites 72
Q
Quality Control 18, 26, 41
R
Reader 25
RecoFlex 25
Remote Capture Station 28
Report Generator 36, 42
Requirements for installation 50
S
Scan Station 24
Scanner installation 62
Security 36
Support, Technical 84
System Requirements 50
T
Tables 44
Technical Support 84
TeleForm
Activation 69
Modules 22
Overview 12
Running multiple systems 43
TeleForm Desktop
OCR 25
OMR 25
Online Help 81
Operating systems 50
Optus FACSys 4.10.242 60
Overview of TeleForm 12
100
Installation 50, 65
TeleForm Enterprise 22
Installation 50, 57
TeleForm Workgroup 22
Installation 50, 57
Templates 13
Index
U
Upgrading 51
User documents 70, 81
V
Variable Page Form 44
Verifier 26
W
Web Capture Option 28
Web site (Cardiff) 83
Whats new 31
Workgroup 22
Installation 50, 57
Index
101
102
Index

Getting Started With TeleForm

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Getting Started With TeleForm

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Document Number and History

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Form Overview .................................................................................................................20

About this Guide ...............................................................................................................29

Expanded Batch View ...................................................................................................... 37

eForm Option not Supported ............................................................................................44

Highlighted Fields in the Verifier Field List ....................................................................46

Preparing for Installation

Install to a New Directory ...........................................................................................51

Licensing and Hardware Keys ..........................................................................................54

Installing TeleForm and Supporting Components

Changing Fax Configuration.......................................................................................58

Scanner Installation ..........................................................................................................62

Testing Your Scanner..................................................................................................62

Installing TeleForm ..........................................................................................................65

Identification Information ...........................................................................................69

Restoring Activation ...................................................................................................69

Connect Agent Setup Programs ..................................................................................71

Installing the Connect Agent for Legato.....................................................................72

Installing the Intelligent Classification Server .................................................................76

Information Index ............................................................................................................. 87

ABOUT THIS CHAPTER

This chapter covers the following topics:

Congratulations on your decision to purchase

What Does TeleForm Do? on page 12

Form Overview on page 20

Capture Overview on page 21

TeleForm Modules on page 22

About this Guide on page 29

Chapter 1: Introduction to TeleForm

WHAT DOES TELEFORM DO?

Design Information Templates for collecting data.

See pages 13 through 19 for information on these topics.

What Does TeleForm Do?

Designing Information Templates

Form See page 14

Document See page 15

Package See page 16

Can Be NonImage File

Chapter 1: Introduction to TeleForm

What Does TeleForm Do?

What data needs to be

How will captured

What type and quantity of files

Chapter 1: Introduction to TeleForm

What Does TeleForm Do?

The actions performed on a batch can be divided into two groups:

See page 18 for more information on these actions.

Chapter 1: Introduction to TeleForm

Automatic Batch Processing Tasks

Manual Batch Processing Tasks

There are two critical automated processing points in a

Manual Batch Processing tasks occur during Quality

Identification is the attempt by TeleForm Reader to

During Quality Control, a TeleForm operator can:

Ensure that a batch contains valid files.

Add or replace files.

Classify batch items.

Collect index information.

Improve the quality of images in a batch.

Flag items for later review and provide background