Readme File
User Guide for Formatta Filler 97 and Formatta Web Filler 97 for Windows
Updated: 12 May 1998
 
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Overview

This Readme file contains basic user information for Formatta Filler 
97 and Formatta Web Filler 97 for Microsoft Windows 3.1, Microsoft 
Windows 95, and Microsoft Windows NT.  
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Contents

This Readme file is organized as follows:

	Using Formatta Filler
		Summary
		Saving Forms and Data
		The Work Area
			The Title Bar
			The Menu Bar
			The Tool Bar
			The Status Bar
		Starting Formatta Filler
		Filling Out Forms
			Form Summary
			Contact Information
			Autohelp
			Home
			Moving Between Pages
			Encryption/Decryption
			Attachments
			Action Buttons
	Using Formatta Web Filler
	
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Using Formatta Filler

Summary

Paper forms are freely distributable; electronic forms should be as well.  
Formatta Filler is the only tool available that allows users to fill 
electronic forms (PFF - Portable Form File) for free.  The freely 
distributable Filler works in conjunction with Formatta Studio to permit 
unprecedented flexibility in an organization's approach to form 
distribution and filling.  Forms created with Formatta Studio can be 
filled in with Formatta Filler any number of ways:

*On a corporate local area network (LAN).
*On a web page for distribution using the Internet.
*Emailed to anyone with an email account.
*Faxed anywhere.
*Printed and filled in by hand.
*Sent to remote users via floppy disks.

Formatta Studio greatly simplifies the overall forms design process by 
eliminating the need to design separate versions of paper and electronic 
forms.  Formatta PFF forms can be printed, emailed, used on a corporate 
LAN or posted on the Internet.  Like paper forms, PFF forms can be 
filled out without cost using the freely distributable Formatta Filler.

Formatta's innovative client-side encryption technology allows Filler 
users to securely encrypt data on a form (and any attached files) before 
sending it via e-mail.  Using a combination of several cryptographic 
techniques, specifically Diffie-Hellman key exchange, SHA hashing and 
several well-known symmetric encryption algorithms, Formatta allows form 
designers and form fillers to use different passwords, unknown to one 
another.

As forms are filled out, they can be automatically validated by the form 
itself, eliminating incorrect entries and improving the accuracy of data 
collection.

All Formatta products integrate seamlessly into the Windows 95 
environment and, with the exception of Formatta Web Filler, are available 
for the Windows 3.1 platform.



Saving Forms and Data

Formatta Filler saves the data along with the form.  This feature ensures 
that the data is always associated with the right form, and the right 
version of that form.  No more guesswork, truncated field entries, or 
birth dates in name fields due to mistaken form/data associations.  
Saving the form with the data also eliminates the need to maintain 
separate directories for forms and data and makes it impossible to 
associate the wrong form with the wrong data file.

Note:  Formatta Filler also supports the option of saving the data 
separately from the form, in a CSV file (comma delimited ASCII file).  
This feature is useful for organizations that receive a significant 
number of the filings associated with the same form.



The Work Area

The principal components of Formatta Filler include the Title Bar, 
Menu Bar, two toolbars (the Main Toolbar and Formatting Toolbar), the 
form, rulers, Autohelp, and Action Buttons.

You can open any number of forms within the program at any time.  Each 
form will be displayed in its own window, and you can select the form 
you want from the list at the bottom of the Window menu.


The Title Bar

The Title Bar identifies the form that is currently active (i.e., 
currently displayed and fillable).  The name of the form appears in 
brackets.  

An asterisk (*) preceding the name of the form indicates that the form 
has been changed since it was last saved.  Closing the form before 
saving the changes will cause you to lose those changes.


The Menu Bar

The Menu Bar displays the menu headings organized according to the 
standard Windows paradigm.  Formatta Filler menus include File, Edit, 
View, Window, and Help.


File Menu

*Open:    	Opens a form.
*Close:   	Closes currently active form.
*Save:    	Saves currently active form.
*Save as: 	Saves currently displayed form with a new name.
*Export:  	Exports the contents of the form to a CSV (comma 
delimited) file.
*Send:    	Sends the currently active form as an attachment 
via email if your computer system is configured to support email 
(see E-mail paragraph later in this Readme file).
*Fax:     	Faxes currently active form (your computer must be 
configured to support direct faxing).
*Print:   	Prints currently active form.
*Print Preview: Previews the form before printing it.


Edit Menu

*Cut:    	Within a field, select text and move it to the clipboard.
*Copy:   	Within a field, select text and copy it to the clipboard.
*Paste:  	Paste text from the clipboard to the current field.
*Delete: 	Deletes text from a field.
*Clear:  	Clear all values entered in a form.
*Insert Picture: For a form with a fillable picture field, insert a 
picture into a form.


View Menu

*Go To Page:    Display a different page of a form.
*Next Page:     Display the next page of a form (for multi-page forms).
*Previous Page: Display the previous page of a multi-page form.
*Toolbars:      Display the Toolbars window to select different toolbar 
display options.
*Options:       Set default paths for opening forms, set printing 
options, initial zoom options and faxing options.
*Form Info:     Display form information entered by the form creator, 
including the form summary and point-of-contact information.
*Autohelp:      Turn Autohelp on or off.
*Zoom:          Choose different zoom levels for viewing the form.


Window Menu

*Cascade:       Display forms in a cascading style.
*Tile:          Display forms in a tile styly.
*Arrange Icons: Standardize the appearance of forms when they are 
displayed as icons.


Help Menu

*Index:  	Display the Help Index.
*Formatta Home Page: Go to the Formatta home page 
(http://www.formatta.com) via the Internet.
*About Formatta: Display information about Formatta Corporation.


The Tool Bar

The Formatta Tool Bar was designed to be easy to use, yet 
comprehensive in scope.  With one click, you can:

*Open Tool:   	Open a PFF (Portable Form File) form.
*Save Tool:   	Save a PFF form.
*Clear Tool:  	Clear the contents of a filled-out form.
*Print Tool:  	Print a PFF form (for printing options, use the 
File > Print command from the File menu).
*Zoom Tool:   	Zoom in or out.
*Info Tool:  	Display information about the form and point-of-contact.
*Help Tool:   	Turn Autohelp on or off.
*Home Tool:   	Go to Formatta's homepage (http://www.formatta.com).


The Status Bar

The Status Bar is located at the very bottom of the window and 
contains several indicators: Formatta Filler messages, current 
page number (e.g., Page 1 of 4), and keyboard indicators (e.g., Num 
Lock, Cap lock, Scroll Lock).



Starting Formatta Filler

Double clicking on the Formatta Filler icon displays a blank Filler 
screen.  Use the Open command from the File menu or click on the 
Open tool to open a form.

PFF forms can also travel as attachments to email messages.  To open 
the form, double-click on the attachment in your email application.



Filling Out Forms

All PFF forms can be filled out quickly and easily using the standard 
toolbar, keyboard and Action buttons displayed on the form itself.  
Form Info can be displayed by clicking on the Form Info tool.  This 
information is viewable only - it cannot be edited in Formatta Filler.

Form Summary

*Title:        The form title.
*Number:       The form number, if applicable.
*Subject:      The general subject of a form.
*Description:  A short description of the purpose of the form.
*Version:      The form version (useful for making sure the current 
version of the form is used).
*Version Date: The date the form was published.
*Approval:     The approval authority, such as the Office of 
Management and Budget for U.S. Government agencies.
*Expiration:   The approval period for the current version of the form.

Contact

*Designer:	The person who designed the form.
*Email:		The designer's email address.
*Company:	The company employing the designer.
*Department:	The department where the designer works.
*Contact:     	The point-of-contact for questions and problems 
with the form.
*Phone:		The point-of-contact's telephone number.
*Email:		The email address for the point-of-contact.
*Web site:	The homepage of the organization responsible for the form.



Autohelp

Autohelp is a window displaying step-by-step instructions created by 
the form designer.  For example, the form might specify entering your 
"EIN".  The form designer can use Autohelp to provide further 
instructions, such as:  "EIN is your company's Employer Identification 
Number issued by the Internal Revenue Service.  This number can be found..."

If the designer does not provide any custom instructions, default 
instructions are provided based on the type of field currently active.



Home

Formatta Corporation regularly provides new software and forms as 
well as news on industry trends in electronic forms and e-commerce.  
Press the Home icon to display Formatta's homepage 
(http://www.formatta.com).



Moving Between Pages

Navigate multi-page forms by clicking the icon of the associated 
page number.  Located in the bottom left corner of the screen, a 
page icon is displayed for each page of the form.  The number on 
the icon for the currently selected page is shown in red.



Encryption/Decryption

Both the form designer and the person filling out the form (form 
filler user) can specify their own unique passwords for encrypting 
text fields and attachments.  The form designer and form filler 
user do not need to share passwords in order to decrypt text fields 
and attachments (passwords should never be disclosed).  However, 
decrypting encrypted text and attachments works differently 
depending on who the user is.

*Form Filler User: While the form designer specifies particular 
fields for encryption, he/she does not specify the password to use.  
Formatta Filler users can use any password they desire to encrypt 
and decrypt fields.  Form recipients (i.e., the form designer) will 
never know the Filler user's password.

*Form Designer: The form designer (form recipient) specifies the 
master form password using the Lock function from the File menu 
in Formatta Studio when he/she designs the form.  Used in 
conjunction with Formatta Filler, the form lock password is the 
master password, which can be used to decrypt all the fields in 
the form.

In summary, encrypted fields and attachments can be decrypted in 
Formatta Filler with one of two passwords:

1.  The master form password used to lock the form in Formatta 
Studio.  The person designing the form sets this password.

2.  The filler password, used to encrypt the data entered into 
the form in Formatta Filler.  The Filler user sets this password.

WARNING: IF THE FORM DESIGNER FORGETS THE MASTER FORM PASSWORD, 
THERE IS ABSOLUTELY NO WAY TO RECOVER IT. THE ENCRYPTION TECHNOLOGY 
DEVELOPED BY FORMATTA CORPORATION HAS NO "BACK DOOR" OR KEY ESCROW 
WITH A THIRD PARTY. THIS MEANS THAT YOU WOULD NECESSARILY HAVE TO 
REDESIGN THE FORM FROM SCRATCH.



E-mail

Both Formatta Filler and Studio require MAPI installed on your PC 
in order for the e-mail functionality to work. Specifically, 
SimpleMAPI and CMC are utilized (both are part of MAPI). If your 
PC does not currently have e-mail installed and properly set up, 
you will not be able to send forms that way. If you do have e-mail 
installed, in order for it to be usable by the Filler and Studio 
it has to be based on MAPI 1.0 or later. A good example of a MAPI 
e-mail system is Microsoft Exchange. Installation programs for 
both the Filler and the Studio check if the necessary MAPI 
components are installed. If they are not, you will be notified, 
and may be given an option to install MAPI. To do this you will 
need to have your original Windows 95 or NT 4.0 CD.



Attachments

Note:  in order to add attachments to a form, the form designer 
must have included this capability in the form design.

To add a file attachment (supporting documentation such as a 
spreadsheet or word processing document), press the 'Attach Files' 
(or similarly labeled) button.  With the Attachments window displayed, 
press Add Attachment to select the file(s) from your computer system.  
The standard file selection window displays.  



Action Buttons

An Action Button performs a predefined operation or sequence of 
operations.  The form designer to help automate the task of filling 
out forms incorporates these buttons into the form.

For example: A form designer can program an Action button with his 
or her email address so that users aren't required to type it into 
the form.  Additionally, form designers can label the button with 
text of their own choosing.

Because the form designer specifies the actions associated for each 
form, not all Action buttons will appear on all forms.

Form designers can associate any or all of the following actions to 
a button on a form.  It is up to the form designer using Formatta 
Studio to determine how many actions are associated with a button 
and what the button's name will be.

*Open Form: Automatically opens another PFF form.
*Close Form: Automatically closes active PFF form.
*Print Form: Print the form.
*Fax form to...: Fax the form (recipient may be supplied by the form 
designer in Formatta Studio, or the Filler user may be required to 
enter it).
*Export Form Contents to...: Automatically save the form data to a 
CSV (comma delimited ASCII) file.  If the file already exists, the 
new form data will be appended to that file.
*Import Form Contents from...: Automatically import data from a 
form file.
*Email Form to...: Email the form (recipient may be supplied by the 
form designer in Formatta Studio, or the Filler user may be required 
to enter it).
*Submit Form: For Formatta Web Filler only, PFF forms can be 
submitted directly to a web page.
*Initialize All Fields: Automatically initializes all form fields.  
This restores the default values for each of the form fields.
*Validate All Fields: Automatically validates all fields before 
sending the form to the form publisher.
*Attach File: Allows Filler user to attach a file to the form.
*Navigate: Go to a specific Web address (URL) and display the page 
in your default browser.
*Next: Go to the next page of a multi-page form.
*Previous: Go to the previous page of a multi-page form.
*Encrypt/Decrypt: Allows the Filler user to encrypt and decrypt 
form data using a password of his/her own choosing.  This password 
should never be disclosed.
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Using Formatta Web Filler

Formatta Web Filler is similar to Formatta Filler (see previous section, 
"Using Formatta Filler"), with some important exceptions.

Formatta Web Filler allows end-users to fill out forms over the Internet 
directly from their Web browser.  While on the Internet, clicking on a 
Formatta PFF form will bring up Formatta Web Filler within the client's 
browser.  The end user can then fill out the form and submit it 
electronically.

If the end user is interrupted, or chooses to complete the form later, 
the data already entered into the form is saved on the end-user's hard 
drive.  Then, the next time the same form is opened up, the end user 
will have the option of restoring that data or starting with a clear 
form.  IMPORTANT:  IF THE FORM FILLER USER CHOOSES NOT TO RESTORE FORM 
DATA FROM THE PREVIOUS SESSION, THE DATA IS PERMANENTLY DELETED AND 
CANNOT BE RESTORED LATER.

It is also important to note that Formatta Web Filler does not allow 
form filler users to save the form electronically as a PFF file.  
However, if the filler user (person filling the form) wants to save an 
electronic copy of the form as a PFF file, the form should be downloaded 
and filled using Formatta Filler.  The ability to download a Formatta 
PFF file is determined by the developer of the particular web site.  

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Formatta, the Formatta logo and PFF are trademarks of Formatta 
Corporation.  All other registered trademarks or trademarks are 
the property of their respective companies.  

(c) 1997 - 1998 Formatta Corporation. All rights reserved.
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