Objectif Lune Capture on the Go - 10.1 User Guide

User Guide

For Capture OnTheGo App version 10.1

User Guide

For Capture OnTheGo App version 10.1

OBJECTIF LUNE Inc. 2030 Pie-IX, Suite 500 Montréal, QC, Canada, H1V 2C8

+1 (514) 875-5863

http://www.captureonthego.com

Table of Contents

What Is Capture OnTheGo................................................................................................................1

What Capture OnTheGo Can Do for You ......................................................................................1

Capture OnTheGo Main Features .....................................................................................................2

The Capture OnTheGo Architecture .................................................................................................2

Managing a Capture OnTheGo Solution .......................................................................................3

Software ...................................................................................................................................3

Licenses .....................................................................................................................................3

The Design ........................................................................................................................................4

Template Creation ........................................................................................................................4

Adding a new form ...................................................................................................................4

Previewing the template ..........................................................................................................4

Sending the template to the Workflow tool ............................................................................5

The Workflow ...................................................................................................................................6

The Basic Processes Involved in the Capture OnTheGo Workflow ..................................................7

The Process that Makes a Document Available to Capture OnTheGo App Users .......................8

Adding and Configuring an Output to Capture OnTheGo Plugin .................................................8

Repository Tab ..............................................................................................................................8

Deposit Tab ...................................................................................................................................8

Advanced Tab ...............................................................................................................................9

The Process that Replies to Document Requests from Capture OnTheGo Users ..................... 10

The Process that Receives Data from Capture OnTheGo Users ................................................ 12

Using the Capture OnTheGo Server Console ................................................................................ 13

Managing Users ......................................................................................................................... 14

Adding a User ........................................................................................................................ 14

Changing a User ..................................................................................................................... 14

Removing a User .................................................................................................................... 15

Managing Groups ...................................................................................................................... 15

Adding a Group ...................................................................................................................... 15

Changing a Group .................................................................................................................. 15

Removing a Group ................................................................................................................. 15

Managing Documents ............................................................................................................... 16

Viewing a Document’s Details ............................................................................................... 16

Removing Documents ........................................................................................................... 16

Changing the Look of the Capture OnTheGo App ..................................................................... 16

Using the Capture OnTheGo App .................................................................................................. 17

System Requirements ................................................................................................................ 18

Finding your Way around the Capture OnTheGo App .............................................................. 18

Your Library ............................................................................................................................... 18

Viewing a Downloaded document ........................................................................................ 18

Reordering Documents in your Library ................................................................................. 18

Deleting Downloaded documents ......................................................................................... 18

Your Repository ......................................................................................................................... 19

Downloading or Viewing a Document from the Repository ..................................................... 19

General Capture OnTheGo App Document Functions .............................................................. 19

Working with Capture OnTheGo Documents ............................................................................ 20

What Is Capture OnTheGo

Capture OnTheGo is a solution that brings forms into the digital age. Good bye paper forms,

hello e-forms. PlanetPress® or PReS® Connect creates these e-forms that you can download to

your mobile device (iOS, Android or Windows 10). You can then add text, pictures, annotations,

numbers, dates, signatures, as well as validate the forms, whether online or offline. It also lets

you distribute and manage PDF documents, such as guides or disclaimers.

Capture OnTheGo lets you:

• Upload and store graphic rich HTML forms and PDF documents to your devices via the internet using a Wi-Fi or other mobile telecommunications technology.

• Fill in HTML forms, add pictures, sign the forms, and send the collected information back to your office via the internet.

Capture OnTheGo is a natural fit for:

• All organizations that need information to flow fast and efficiently to and from employees, clients and systems.

• All people who need to go on the road and use various forms to give out, fill OnTheGo, and gather information.

What Capture OnTheGo Can Do for You

• Bring information gathering to unheard of levels of efficiency.

o Since your people on the road can access forms remotely, they don’t have to go

back to the office when they don’t have the right form. They just download it.

o They need to send visual confirmations? They can simply take pictures on-site

that are added directly within the forms.

o You need signatures for legal reasons, they are added to the form as well. o And everything, data, pictures and signatures can be sent back to the office via

the internet in real time.

• Speed up your processes and save you money.

o With Capture OnTheGo, the information on which your organization depends

can flow to and from your systems in real time.

o Since Capture OnTheGo can interact directly with your systems, there is no

manual data entry. No one needs to enter the data collected by your people on the road. Capture OnTheGo sends the data, the pictures and the signatures right to your systems.

o Capture OnTheGo can also perform other tasks for you. It can automatically

send copies of filled forms to your clients, for instance.

Page 1

Capture OnTheGo Main Features

Capture OnTheGo users can do the following:

• Download PDF documents, such as user guides or data sheets.

• Download HTML forms that can be filled out directly on mobile devices. These forms can

be blank, but in most cases they will contain information that needs to be completed or validated.

• Here are some of the form actions that Capture OnTheGo users can do on their mobile device:

o Select relevant information using drop-down menus, o Select options using check-boxes or radio-buttons, o Fill in text boxes, o Edit the information that’s already there, o Add notes, o Highlight information, o Add or edit dates (using an integrated calendar) and times, o Add pictures, either by selecting existing ones, or by using the device’s camera

to create new ones,

o Make picture annotations, o Specify your location information based on your GPS coordinates, o Add signatures.

• Send back the information at the click of a button once the form is completed. Note that only the information is sent over the internet. The received information and the forms are reassembled by PlanetPress® or PReS® Workflow on your servers.

In reality, Capture OnTheGo lets users perform any form action that is compatible with the

Apache Cordova

set of device APIs as well as regular HTML form data.

The Capture OnTheGo Architecture

The Capture OnTheGo solution is composed of four separate parts:

• PlanetPress® or PReS® Connect in which you create the forms that will be sent to your mobile device. The DataMapper module lets you add data to your forms, and the Designer module uses a simple interface using wizards and drag and drop to create the forms themselves.

• Either PlanetPress® or PReS® Workflow and the Output to Capture OnTheGo Plugin that make it possible for the forms to be downloaded to the mobile devices running the Capture OnTheGo app.

• The Capture OnTheGo Server where you manage users and groups, documents and categories. It makes the link between PlanetPress® or PReS® Connect and the devices.

• The Capture OnTheGo app that lets device users download forms, fill them out, and send the collected information back.

Page 2

Documents that have been prepared for download are typically sent to the Capture OnTheGo Server repository. It is possible to specify how long you want the documents to remain in the repository. Capture OnTheGo App users typically download their files from this location. You can also specify how long you want the documents to remain on the mobile device.

Managing a Capture OnTheGo Solution

The following people are involved in the management and use of a Capture OnTheGo solution:

• Host system specialists: Typically, the forms your Capture OnTheGo users receive include variable data. This data usually comes from existing host systems. Host system specialists are responsible for generating the data files.

• A PlanetPress® or PReS® Connect Specialist: This specialist is responsible for creating and/or maintaining Capture OnTheGo related workflows and documents. The processes in these workflows generate HTML forms and/or PDF documents, and make them available to Capture OnTheGo users via the Internet, but they also reply to Capture OnTheGo user document requests, and receive data sent by Capture OnTheGo users.

• Capture OnTheGo repository manager: To use Capture OnTheGo, you need to use a Capture OnTheGo virtual repository, for which you require a license. Note that the number of users that can have access to a given repository is limited. The repository manager can create and delete users and groups, as well as add and remove users to/from groups, as required.

• Capture OnTheGo app users: These are the people on the front line. They download the forms, fill them out, typically on a portable intelligent device, such as a tablet, and then send the collected information back to the office via the internet.

Software

The Capture OnTheGo solution requires the following:

• PlanetPress® or PReS® Connect: The Workflow module communicates with the Capture OnTheGo Server to notify users that documents are available, it also serves user requested documents, and collects the data the users send back. The DataMapper and Designer modules are used to create the forms along with the appropriate source data.

• Capture OnTheGo Mobile App: This app can be downloaded for free on Google Play Android devices, on the App Store for iOS devices and on the Windows store for Windows 10 devices. Users of this app must identify themselves using a username and password. It is the Capture OnTheGo Repository Manager who manages these IDs.

• Capture OnTheGo Server and Repository Management Page: The server is the link that notifies Capture OnTheGo app users that documents are available. The Web page used to manage the repository (add or remove users and manage document references).

Licenses

Capture OnTheGo requires the following licenses:

• A PlanetPress® or PReS® Connect license.

• A Capture OnTheGo repository license. License pricing varies based on the number of

users.

for

Page 3

The Design

More often than not, the process of using Capture OnTheGo begins with the creation of a template containing various Capture OnTheGo and form widgets. The template can also contain data from external sources through the use of the DataMapper module.

Template Creation

The basics of creating a Capture OnTheGo template in the PlanetPress® or PReS® Connect Designer module goes as such:

• Create a new Web Context, or a Web Template

• Add a new Form element

• Add Form and COTG Form elements.

There are many different Capture OnTheGo elements. Click on one to see its properties in the PlanetPress® Connect User Guide:

• Camera

• Date

• Time

• Signature

• GPS Coordinates

• Barcode Scanner

• User Account

• Device Info

Adding a new form

The Form Element is essentially the box in which you place all of the other pieces that make the form. The form has a specific action, which is the URL where the form data is sent. This URL corresponds to a process in PlanetPress® or PReS® Workflow as seen in the next section.

To add a form element:

• Make sure you are in a Web Context in the Designer module

• Place your cursor where the form will begin

• In the Menu, click Insert, Form Element, Form.

• Fill in the form properties

• Don’t forget to add a Submit button!

Page 4

Previewing the template

You can preview the template on your PC in two different ways. However, previewing is only to see the general styling of the template, as Capture OnTheGo form elements will not be functional unless they are sent to a device.

1. Within the software, you can use the Preview and Live tab in the Workspace Tab displays the output HTML along with any variable data being added.

. This

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